MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 16,457 $992K 0.14% -558 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 16,344 $986K 0.01% -44,386 13F-HR/A Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 16,340 $985K 0.58% +3,850 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 16,106 $971K 0.25% +5,270 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,040 $967K 0.02% -225 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 16,004 $965K 0.01% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 15,950 $962K 0.08% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 15,950 $962K 0.43% +800 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,940 $961K 0.07% +1,879 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 15,897 $959K 0.04% -9,917 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 15,860 $956K 0.06% +4,350 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,796 $952K 0.25% +5,610 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 15,750 $950K 0.12% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,723 $948K 0.04% +11,195 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 15,717 $948K 0.01% +84 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,708 $947K 0.03% -5,000 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 15,708 $947K 0.02% +140 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 15,699 $947K 0.12% -5,624 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 15,662 $944K 0.03% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 15,649 $944K 0.37% +4,161 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,648 $944K 0.02% +555 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 15,628 $942K 0.04% -179 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 15,536 $937K 0.07% -7,920 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 15,514 $936K 0.17% +563 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,497 $934K 0.19% +4,580 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,489 $934K 0.03% +80 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 15,470 $933K 0.12% +6,650 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 15,442 $931K 0.06% +77 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 15,341 $925K 0.36% -161 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,304 $923K 0.03% +163 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 15,300 $923K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,298 $922K 0.05% +123 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 15,258 $920K 0.27% +4,816 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,797 $915K 0.03% +3,579 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 15,170 $915K 0.03% -718,426 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 15,109 $911K 0.06% +83 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 15,076 $909K 0.02% +3,824 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,060 $908K 0.26% -515 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,959 $902K 0.01% +51 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,918 $900K 0.03% +9,070 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 14,800 $892K 0.32% -437 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 13,206 $879K <0.01% -349 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 14,467 $872K 0.55% +225 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,400 $868K 0.04% +1,000 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 14,400 $868K 0.5% +1,900 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 14,350 $865K 0.33% +81 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 14,286 $861K 0.05% -548 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,143 $853K 0.21% +118 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 13,966 $842K 0.21% -601 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,960 $841K 0.15% -189 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,900 $838K 0.07% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,881 $837K 0.01% +1,483 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,780 $831K 0.04% -25,967 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 13,758 $830K 0.03% -38,311 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,752 $829K 0.05% -554 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 13,750 $829K 0.49% 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 13,750 $829K 0.5% +373 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 13,743 $829K 0.01% -578 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,704 $826K 0.09% +4,149 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,647 $823K 0.09% +140 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 13,633 $822K 0.6% +1,283 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,625 $822K -2,999 Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 13,565 $818K 0.26% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,518 $815K 0.06% -2,362 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 13,350 $805K 0.03% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 13,301 $802K 0.04% +462 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 13,255 $799K 0.6% +53 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 13,245 $799K 0.21% +536 13F-HR Timeline American Trust More: the full row for American Trust 13,224 $797K 0.06% +108 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 13,183 $795K 0.43% -546 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 13,025 $785K 0.24% +1,050 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,022 $785K 0.04% +142 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,007 $784K 0.02% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 12,953 $781K 0.37% -2,109 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 12,945 $781K 0.07% -7,750 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,849 $775K 0.01% -182 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 12,848 $775K 0.62% -1,444 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12,798 $772K 0.06% -844 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 12,793 $771K 0.01% +8,643 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,674 $764K 0.06% +2,600 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,649 $763K 0.01% +4,722 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 12,571 $758K 0.02% -197 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,556 $757K 0.15% +306 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,547 $757K 0.03% +4,347 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 13,428 $755K 0.38% +2,032 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 12,500 $754K 0.37% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,444 $750K 0.06% +2,175 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 12,400 $748K 0.03% 0 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,369 $746K 0.07% +2,159 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 12,331 $744K 0.23% -39 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 12,289 $741K 0.08% -524 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 12,285 $741K 0.16% +225 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,272 $740K 0.01% +468 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,268 $740K 0.16% -4,892 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,167 $731K 0.06% -165 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 12,050 $727K 0.03% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 12,048 $726K 0.11% +333 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,976 $722K 0.02% -736 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 11,975 $722K 0.03% +3,725 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 11,970 $722K 1.09% 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 11,957 $721K 0.2% -2,668 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,909 $718K 0.01% +1,786 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 11,861 $715K 0.15% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,850 $715K 0.38% -100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,679 $704K 0.04% +1,542 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,620 $701K 0.06% +5,094 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,601 $700K 0.02% +928 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 11,478 $692K 0.4% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 11,476 $692K 0.12% +617 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11,460 $691K 0.18% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 11,452 $691K 0.1% +258 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,394 $687K 0.02% +697 13F-HR/A Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 11,264 $679K 0.01% -1,879 13F-HR/A Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 11,212 $676K 0.06% -523 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,150 $672K 0.12% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,092 $669K 0.02% -394 13F-HR/A Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 11,000 $663K 0.01% 0 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 10,987 $663K 0.4% +502 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,919 $658K 0.09% +2,649 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,916 $658K 0.04% +465 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 10,819 $652K 0.07% -3,786 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,817 $652K 0.03% +1,775 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,795 $651K 0.03% -4,115 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 10,752 $648K 0.03% +3,252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,746 $648K 0.04% +141 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 10,726 $647K 0.03% -1,704 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10,721 $646K 0.43% -206 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,708 $646K 0.01% +3,621 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,701 $645K 0.06% +712 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 10,700 $645K 0.04% +38 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 10,696 $645K 0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 10,619 $640K 0.07% -1,000 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,612 $640K 0.19% -193 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,486 $632K 0.13% +1,036 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 10,469 $631K <0.01% -60,827 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,450 $630K 0.04% +6,390 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,410 $628K 0.06% +2,148 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 10,400 $627K 0.44% -250 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 10,100 $609K 0.24% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,088 $608K <0.01% +4,780 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,085 $608K 0.03% +2,077 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 10,050 $606K 0.05% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,004 $603K 0.03% 0 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 10,000 $603K 0.26% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,978 $602K 0.01% -12,372 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 9,975 $601K 0.48% +2,875 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 9,969 $601K 0.06% +184 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9,961 $601K 0.32% +3,312 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 9,950 $600K 0.22% +560 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 9,945 $600K 0.08% +2,365 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 9,882 $596K 0.09% +8,832 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 9,880 $596K 0.21% +3,837 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,877 $596K 0.07% +174 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 9,864 $595K 0.06% -1,161 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 9,823 $592K 0.04% -241,848 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,820 $592K 0.2% +45 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,811 $592K 0.19% +3,850 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,749 $588K 0.12% 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,701 $585K 0.23% +551 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,700 $585K 0.02% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 9,690 $584K 0.38% +50 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,634 $581K 0.04% -1,726 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 9,665 $581K 0.01% 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 9,615 $580K 0.09% +459 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,588 $578K 0.04% +1,524 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,580 $577K 0.16% +480 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,555 $576K 0.01% +542 13F-HR/A Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 9,545 $576K 0.26% +2,833 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,534 $575K 0.04% +2,566 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 9,492 $572K 0.38% +290 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,487 $572K 0.01% -9,844 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,485 $572K 0.07% +10 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,475 $571K 0.21% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,471 $571K 0.03% +637 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,450 $570K 0.26% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 9,433 $569K 0.11% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 9,389 $566K 0.2% +89 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 9,350 $564K 0.29% -9,900 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,312 $562K 0.02% -739 13F-HR Timeline Group Transform Wealth, LLC More: the full row for Transform Wealth, LLC 9,232 $557K 0.03% -295 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,154 $552K 0.08% -2,728 13F-HR/A Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 9,150 $552K 0.12% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,103 $549K 0.07% -117 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,097 $549K 0.01% +3,173 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,000 $543K 0.02% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,982 $542K <0.01% -118 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,974 $541K 0.08% +1,769 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 8,800 $531K 0.19% +1,250 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,795 $530K 0.01% -1,348 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,728 $526K 0.01% +24 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,668 $523K 0.03% +333 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,523 $514K 0.01% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 8,366 $504K 0.5% 13F-HR Timeline Edgestream Partners, L.P. 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