LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 954 $680K 0.08% -2 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 954 $680K 0.11% +8 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 954 $680K 0.14% +24 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,071 $680K 0.27% -76 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 952 $679K 0.05% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 945 $674K 0.24% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 943 $673K 0.09% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 942 $672K 0.35% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 941 $671K 0.09% +1 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 941 $671K 0.06% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 938 $669K 0.02% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 935 $667K 0.09% -22 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,030 $664K 0.17% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 931 $664K 0.23% +118 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 930 $663K 0.44% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 929 $663K 0.02% +54 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 923 $658K 0.01% -3,563 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 921 $657K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 921 $657K 0.06% +183 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 918 $655K 0.07% -73 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 912 $650K 0.2% +13 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 912 $650K 0.01% -1,000 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 911 $650K 0.08% -3 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 911 $650K 0.02% +1 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 911 $650K 0.06% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 907 $647K 0.02% +18 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 900 $642K 0.07% 0 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 900 $642K 0.02% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 897 $639K 0.27% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 896 $639K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 895 $638K 0.01% +46 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 891 $635K 0.1% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 889 $634K 0.13% -8 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 888 $633K 0.57% +3 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 885 $631K 0.16% -50 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 884 $630K 0.04% -131 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 884 $630K 0.18% -91 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 883 $630K 0.01% -31 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 880 $628K 0.02% +395 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 874 $624K 0.01% -3 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 874 $623K 0.07% +301 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 873 $623K 0.08% -23 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 873 $622K 0.04% +644 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 872 $622K 0.12% -38 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 871 $621K 0.4% +73 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 865 $617K 0.18% +28 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 864 $616K 0.04% +38 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 863 $616K 0.09% -6,265 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 860 $614K 0.05% +13 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 860 $613K 0.01% +402 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 859 $613K 0.09% -8 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 857 $611K 0.22% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 856 $611K 0.23% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 854 $610K 0.21% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 854 $609K 0.07% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 848 $605K 0.08% +92 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 841 $600K 0.26% +7 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 841 $600K 0.03% -96 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 840 $599K 0.09% +1 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 838 $597K 0.03% new 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 836 $597K 0.34% -18 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 835 $596K 0.05% +11 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 835 $595K 0.04% -3 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 831 $593K 0.04% -100 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 827 $590K <0.01% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 825 $588K 0.23% +98 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 824 $588K 0.46% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 823 $587K 0.06% -4,049 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 821 $586K 0.34% -3,002 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 819 $584K 0.04% +31 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 812 $579K 0.06% -27 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 812 $579K 0.2% new 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 810 $578K 0.77% -5,542 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 809 $577K 0.06% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 824 $575K 0.18% +20 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 805 $575K 0.09% -496 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 806 $575K 0.14% +116 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 805 $574K 0.02% +42 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 805 $574K 0.28% +46 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 802 $572K 0.1% +784 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 800 $571K 0.18% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 800 $571K 0.22% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 797 $569K 0.11% -2,743 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 793 $565K 0.01% +208 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 792 $565K 0.03% -27 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 815 $563K 0.01% +5 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 789 $563K 0.06% +45 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 788 $562K 0.02% -10 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 787 $561K 0.08% +22 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 787 $561K 0.04% +5 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 786 $561K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 784 $559K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 782 $558K 0.01% -75 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 782 $558K 0.07% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 780 $556K 0.02% -32 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 779 $556K 0.05% -217 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 773 $551K 0.06% -27 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 770 $549K 0.01% -1 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 770 $549K 0.27% +222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 770 $549K 0.04% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 769 $548K 0.05% -109 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 767 $547K 0.19% -16 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Center for Financial Planning, Inc. 727 $519K 0.05% -167 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 726 $518K 0.19% +383 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 724 $516K 0.28% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 722 $515K 0.39% +510 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 722 $515K 0.06% -209 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 721 $514K 0.03% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 718 $512K 0.03% +12 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 716 $511K 0.16% -14 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 715 $510K 0.17% -5 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 712 $508K 0.02% -5 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 711 $507K 0.26% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for Graham Capital Management, L.P. 671 $479K 0.01% -1,122 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 670 $478K 0.01% +195 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 670 $478K 0.1% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 669 $477K 0.02% -92 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 665 $474K 0.01% -31 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 664 $474K 0.06% +8 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 662 $472K 0.01% +238 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 661 $471K 0.19% 0 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 658 $469K 0.03% +15 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 657 $469K 0.01% +82 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 656 $468K 0.14% +3 13F-HR Timeline Taylor Financial Group, Inc. 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More: the full row for OPTIMIZE FINANCIAL INC. 649 $463K 0.17% -2 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 649 $463K 0.11% 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 648 $462K 0.03% -29,915 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 645 $460K 0.02% +8 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 643 $459K 0.09% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 641 $457K 0.21% +2 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 641 $457K 0.02% +4 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 640 $456K 0.04% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 640 $456K 0.59% -67 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 666 $455K 0.2% +1 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 629 $449K 0.08% +80 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 628 $448K 0.07% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 627 $447K 0.18% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 627 $447K 0.01% -11 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 626 $446K 0.06% -24 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 623 $444K 0.04% +6 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 622 $443K 0.26% +3 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 621 $443K 0.09% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 620 $442K 0.02% +11 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 620 $442K 0.05% -600 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 620 $442K 0.15% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 680 $441K 0.03% +283 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 618 $441K 0.07% +214 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 618 $441K 0.04% -28 13F-HR Timeline