Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,999 $629K 0.13% -344 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,983 $627K 0.03% -66,943 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,961 $624K 0.18% +92 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,931 $621K 0.24% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,925 $620K 0.61% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,916 $619K 0.38% +521 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,924 $619K 0.07% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,906 $618K 0.03% -11,913 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,894 $616K <0.01% +950 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,883 $615K 0.15% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,878 $614K <0.01% +772 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,857 $611K 0.16% +4,749 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 4,843 $610K 0.46% 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,841 $609K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,839 $609K 0.03% -3,548 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 4,836 $609K 0.16% +382 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,828 $608K 0.28% -291 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,807 $605K 0.02% +1,049 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,776 $601K 0.19% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,755 $599K <0.01% -3,482 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,482 $598K 0.04% +109 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,745 $597K 0.11% -205 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,744 $597K 0.01% -678 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,715 $594K 0.19% +1,134 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,712 $593K 0.05% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,700 $592K 0.06% +3,062 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,682 $589K 0.05% -12 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,627 $582K <0.01% -5,471 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,606 $580K 0.01% -567 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,567 $575K 0.02% -762 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,536 $571K 0.11% -174 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,528 $570K -933 Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 4,514 $568K <0.01% -3,895 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,448 $567K 0.03% +1,926 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,502 $567K 0.08% -772 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,466 $562K 0.39% -963 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,438 $559K 0.05% +564 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 4,434 $558K 0.19% +852 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,432 $558K 0.03% +427 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,340 $555K <0.01% 0 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,406 $555K 0.05% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,401 $554K <0.01% +671 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,356 $548K 0.06% -860 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,348 $547K 0.01% -72,617 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,330 $545K 0.03% -521 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,325 $544K 0.02% +4 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,271 $538K <0.01% +1,821 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,258 $536K 0.16% +1,562 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,232 $533K 0.1% -78 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,218 $531K 0.03% -18 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,202 $529K 0.14% -205 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,174 $525K <0.01% -78,142 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,147 $522K 0.01% 0 13F-HR/A Timeline Group First Bank & Trust More: the full row for First Bank & Trust 4,136 $521K 0.08% -19 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,104 $517K 0.01% +1,776 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,105 $517K 0.03% -1,357 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,090 $515K 0.01% +45 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,069 $512K 0.08% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,965 $507K 0.13% -538 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,963 $506K 0.01% new 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,011 $505K 0.01% -380 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,000 $504K 0.09% -495 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 4,000 $504K 0.1% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,995 $503K 0.04% -365 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,992 $503K 0.13% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,933 $495K 0.01% +382 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,914 $493K 0.28% +9 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,907 $492K 0.03% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,886 $489K 0.03% -255 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,865 $487K 0.05% -85 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,919 $486K 0.26% +132 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,814 $480K 0.07% +6 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,138 $480K 0.02% -1,781 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,805 $479K 0.08% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,800 $478K 0.03% -7 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,799 $478K 0.07% -342 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,799 $478K 0.03% -2,291 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,793 $477K 0.02% +867 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,771 $475K -91 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,758 $473K 0.02% -46 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,755 $473K 0.01% -1,487 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,720 $468K 0.03% +40 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 3,712 $467K 0.01% +965 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,708 $467K 0.04% -8,899 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,691 $465K 0.13% -47 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,688 $464K 0.01% +2,117 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,679 $463K 0.47% 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,670 $462K 0.17% -150 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,668 $462K +249 Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,641 $458K 0.01% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,634 $457K 0.1% +144 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,618 $455K 0.01% -720 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 3,616 $455K 0.11% +1,506 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,584 $451K 0.03% +87 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,577 $450K 0.12% new 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,576 $450K 0.08% -444 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 3,564 $449K 0.42% 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,549 $447K 0.06% -46 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,546 $446K 0.06% -294 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,548 $446K 0.03% +3,260 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,459 $445K 0.1% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,537 $445K 0.05% +10 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,533 $445K 0.22% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,513 $442K 0.17% -102 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,507 $441K 0.22% +407 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,506 $441K 0.03% -1,301 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,502 $441K 0.06% -3 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,494 $440K 0.03% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,482 $438K 0.02% +2,034 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,587 $434K 0.06% +45 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,446 $434K <0.01% -528 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,426 $431K 0.01% -2,386 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,422 $431K 0.01% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,417 $430K 0.03% -131 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,401 $428K 0.1% +5 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,398 $428K 0.01% +196 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,394 $427K 0.1% +470 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,497 $423K 0.01% +698 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,360 $423K 0.14% -705 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,353 $422K 0.1% +2,603 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,340 $420K 0.11% -16 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,338 $420K 0.36% 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,323 $418K 0.04% -91 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,317 $418K 0.42% +1,371 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,315 $417K 0.01% +239 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,311 $417K 0.12% 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 3,309 $417K 0.09% +10 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,307 $416K 0.1% -184 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,300 $415K 0.01% -3,800 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,283 $413K 0.03% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,281 $413K 0.14% +65 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,274 $412K 0.01% -41 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,264 $411K 0.04% +1,070 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,259 $410K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,030 $409K 0.01% -100 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,243 $408K 0.03% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,227 $406K <0.01% 13F-HR/A Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,181 $400K 0.08% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,181 $400K +342 Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,157 $397K 0.07% +1,212 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,141 $395K 0.01% +295 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,133 $394K 0.05% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,131 $394K 0.02% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,121 $393K 0.01% -100 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,100 $390K 0.01% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,100 $390K 0.06% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,093 $389K 0.01% -12,687 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,087 $389K 0.02% +972 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,080 $388K 0.06% +75 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,080 $388K 0.06% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,064 $386K 0.02% -5,344 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,057 $385K 0.01% -2,547 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,057 $385K 0.07% -359 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,043 $383K 0.15% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,042 $383K 0.01% -21,026 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,030 $381K 0.12% +1,000 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,984 $381K 0.08% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,028 $381K 0.04% -5 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,016 $380K 0.3% +9 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,014 $379K 0.24% 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 3,000 $378K 0.28% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,000 $378K 0.03% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,993 $377K 0.02% +360 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,988 $376K 0.01% +389 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,962 $373K 0.17% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,960 $373K 0.01% +69 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,945 $371K 0.03% +8 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,939 $370K 0.02% -208 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,931 $369K 0.12% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,928 $369K 0.03% +2,400 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,912 $367K 0.01% -93,781 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,908 $366K <0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,903 $365K 0.11% +15 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,890 $364K 0.23% -133 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,876 $362K 0.41% -235 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,868 $361K 0.1% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,862 $360K 0.02% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 2,855 $359K 0.42% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,852 $359K 0.27% 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,846 $358K 0.18% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,843 $358K 0.01% +99 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,832 $356K 0.02% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,829 $356K 0.01% -295 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,821 $355K 0.48% -1 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,801 $353K 0.31% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,794 $352K 0.07% +176 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,760 $347K 0.01% +110 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,752 $346K 0.05% -1 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,751 $346K 0.04% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,043 $343K 0.14% -40 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,723 $343K 0.02% -70 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,720 $342K 0.01% -63 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,719 $342K 0.21% -170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,717 $342K 0.01% -115 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,714 $342K 0.04% -300 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,713 $341K 0.22% +21 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,705 $340K 0.03% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,692 $339K 0.02% -972 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,786 $335K 0.01% +124 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,652 $334K <0.01% +155 13F-HR/A Timeline