Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,200 $559K 0.06% new 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 3,197 $558K 0.48% 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 3,185 $556K 0.02% +44 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,186 $556K 0.02% +1,300 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,167 $553K 0.38% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,160 $552K 0.01% +263 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,126 $546K 0.01% -2,583 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,124 $545K 0.52% +63 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,376 $543K 0.02% +512 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 3,107 $543K 0.42% new 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 3,097 $541K 0.7% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,076 $537K 0.01% +675 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 3,000 $524K 0.02% -1,000 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,000 $524K 0.01% new 13F-HR Timeline Group Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,000 $524K 0.45% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,997 $523K 0.12% new 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 2,954 $516K 0 Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,943 $514K 0.26% +165 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,941 $514K 0.03% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,937 $513K 0.03% +1,579 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 2,877 $502K 0.04% new 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,860 $499K 0.39% +515 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,091 $497K 0.03% +169 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,840 $496K 0.09% -25 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,828 $494K 0.01% -126 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,800 $489K 0.04% +856 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,796 $488K 0.01% +1,333 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 2,798 $488K 0.12% +773 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,791 $487K 0.02% +496 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 2,790 $487K 0.02% -31,104 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,777 $485K 0.01% +271 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,761 $482K 0.04% +473 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,759 $482K <0.01% -488 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,752 $481K 0.01% -2,794 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,744 $479K 0.01% -1,577 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,738 $478K 0.06% +1,127 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,735 $478K 0.19% -421 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,731 $477K <0.01% +1,475 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,719 $475K 0.41% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,713 $474K 0.21% +4 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,704 $472K <0.01% -5,271 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,654 $463K 0.03% +393 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,652 $463K 0.16% +783 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,651 $463K 0.01% +250 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,627 $459K 0.03% +902 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,608 $455K 0.03% +717 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,598 $454K <0.01% +227 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,596 $453K 0.06% +373 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,591 $452K 0.07% +48 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,570 $449K 0.05% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,552 $446K 0.01% -1,353 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,562 $443K 0.09% +947 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,313 $443K 0.2% +16 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,525 $441K 0.09% -205 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,518 $440K 0.01% +1,310 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,488 $434K 0.02% +187 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,482 $433K <0.01% +366 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 2,470 $431K 0.01% +648 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,465 $430K 0.02% -1,794 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,461 $430K 0.04% -2,200 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,460 $430K 0.01% +1,206 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,479 $427K 0.13% -257 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,425 $423K 0.03% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,381 $416K 0.22% +306 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,371 $414K 0.16% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,369 $414K <0.01% -22,470 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,365 $413K 0.05% +491 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,361 $412K <0.01% -1,849 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,352 $411K 0.08% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,317 $405K 0.03% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,500 $402K <0.01% 0 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,299 $401K 0.11% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,286 $399K <0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,275 $397K 0.04% -333 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,227 $389K 0.04% +84 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,226 $389K 0.01% +114 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,210 $386K 0.01% +911 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,204 $385K 0.01% +533 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,175 $380K 0.01% -291 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,163 $378K 0.09% +156 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,157 $377K 0.09% +561 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,149 $375K 0.01% +835 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 2,148 $375K <0.01% +575 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,141 $374K <0.01% -1,173 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,128 $372K 0.06% 0 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,125 $371K 0.02% -618 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 2,120 $370K <0.01% -5,640 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,114 $369K 0.08% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,862 $369K 0.35% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,107 $368K 0.03% -165 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,099 $367K 0.11% +945 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,084 $364K 0.03% +273 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,084 $364K 0.02% +669 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,056 $359K 0.11% +178 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,042 $357K 0.02% +163 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,040 $356K 0.01% -43 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,038 $356K 0.04% +453 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,034 $355K 0.02% +26 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 2,030 $354K 0.01% -47,304 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,021 $353K 0.31% +818 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,019 $353K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,006 $350K 0.02% +824 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,004 $350K 0.08% +999 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,002 $350K 0.08% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,000 $349K 0.15% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,991 $348K 0.01% -2,982 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,980 $346K <0.01% -858 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,123 $341K 0.02% +53 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,931 $337K 0.01% -208 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,758 $337K 0.24% +495 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,921 $335K 0.01% -453 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,913 $334K 0.01% +524 13F-HR/A Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,894 $331K 0.01% 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,892 $330K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,889 $330K 0.01% -200 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,883 $329K 0.03% -356 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,881 $328K 0.07% -3 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,863 $325K 0.05% -3,285 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,827 $319K 0.24% +703 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,823 $318K 0.02% new 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,814 $317K 0.01% -6,654 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,808 $316K 0.01% -13 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,804 $315K 0.05% new 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 1,801 $314K <0.01% -1,876 13F-HR Timeline Group Paradiem, LLC More: the full row for Paradiem, LLC 1,774 $310K 0.07% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,773 $310K 0.01% +665 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 1,772 $309K 0.34% -17 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,763 $308K 0.03% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,760 $307K 0.07% +78 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,748 $305K 0.12% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,724 $301K 0.01% +383 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,718 $300K 0.01% +939 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,715 $299K 0.03% new 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,712 $299K 0.25% +460 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,697 $296K 0.41% -3,883 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,694 $296K 0.1% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,687 $295K 0.05% -32 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,680 $293K 0.01% -345 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,673 $292K 0.27% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,671 $292K 0.02% +1,275 13F-HR Timeline Arrington Capital Management, LLC in group Arrington Capital Management,… More: the full row for Arrington Capital Management, LLC 1,669 $291K 0.33% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,665 $291K 0.02% -12,907 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,655 $289K 0.1% +120 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,653 $286K 0.02% -208 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,633 $285K 0.17% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,623 $283K 0.06% +68 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,623 $283K 0.98% +600 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,599 $279K 0.01% -6,902 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,590 $278K 0.09% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,554 $271K 0.45% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,550 $271K 0.02% -1 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,545 $270K 0.08% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,543 $269K 0.02% -11 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,541 $269K 0.04% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,535 $268K 0.01% +146 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,517 $265K 0.01% -78 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,516 $265K 0.16% -18 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,515 $264K <0.01% +162 13F-HR/A Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,514 $264K 0.02% -1,100 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,500 $262K 0.03% -60 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,487 $260K 0.03% +19 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,482 $259K 0.06% +25 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,481 $259K 0.03% -44 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,480 $258K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,478 $258K <0.01% -2,097 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,473 $257K 0.01% +294 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,472 $257K 0.05% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,463 $255K <0.01% -22 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,452 $254K <0.01% +175 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,449 $253K 0.01% -255 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,440 $251K 0.1% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,438 $251K 0.05% -237 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,429 $250K 0.01% +291 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,422 $248K 0.02% +13 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,421 $248K 0.03% +289 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,406 $246K 0.16% -376 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,401 $245K 0.39% +33 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,392 $243K 0.05% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,194 $240K <0.01% -40 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,365 $238K 0.11% +111 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,364 $238K 0.02% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,360 $237K <0.01% -4,310 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,360 $237K 0.01% -3 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,345 $235K 0.11% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,343 $234K <0.01% -204 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,332 $233K 0.05% +116 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,330 $232K 0.03% -18,352 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,329 $232K 0.01% -138 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,315 $230K 0.02% +196 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,312 $229K <0.01% +169 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,307 $228K 0.03% -413 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $228K 0.1% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,101 $227K 0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,187 $227K 0.07% -23,579 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,300 $227K 0.06% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,267 $226K 0.03% -1,066 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,277 $223K 0.12% -123 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,276 $223K 0.02% +96 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,250 $218K 0.17% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,250 $218K 0.02% 0 13F-HR Timeline