GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,391 $884K 0.02% -1,577 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 5,377 $883K 0.79% -3,313 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,341 $877K 0.54% +425 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,298 $870K 0.01% +198 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,276 $866K 0.02% -380 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,217 $856K 0.01% +323 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,202 $854K 0.06% +1,494 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,190 $852K 0.02% +149 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,185 $851K 0.05% -473 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,180 $850K 0.35% -1,844 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,747 $849K 0.13% -11,713 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,128 $842K 0.01% +384 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 5,126 $841K 0.08% +426 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,111 $839K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,106 $838K 0.04% +267 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,080 $834K 1.17% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,051 $829K 0.25% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,048 $829K 0.01% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 5,014 $823K 0.61% -951 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,005 $821K 0.49% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,986 $818K 0.01% +145 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 4,971 $816K 0.02% -1,763 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,965 $815K 0.25% -5,200 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,125 $814K 0.02% -372 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,946 $812K 0.05% +264 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,936 $810K 0.02% -113 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,874 $800K 0.04% -32 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,865 $798K 0.03% +2,224 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,854 $797K 0.02% new 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 4,807 $789K <0.01% +293 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,800 $788K 0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,788 $786K 0.01% -996 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,738 $778K 0.01% +727 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,660 $765K 0.01% +1,345 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,653 $764K 0.03% -1,368 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,606 $756K 0.16% -393 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,594 $754K 0.02% -1,013 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,542 $746K +14 Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,537 $745K 0.11% +35 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,504 $739K 0.01% -845 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,384 $738K 0.04% -3,827 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,491 $737K 0.24% -224 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,465 $733K 0.5% -1 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,445 $729K 0.21% +187 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,424 $726K 0.12% -1,145 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,406 $723K 0.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,888 $721K 0.02% +1,102 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,384 $720K 0.21% +1,898 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,362 $716K 0.01% +1,402 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,329 $713K 0.01% -11 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,342 $713K 0.35% +835 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,316 $708K 0.04% -1,080 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,310 $707K 0.02% +1,169 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,307 $707K 0.04% +1,243 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4,300 $705K 0.19% -16,044 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,291 $704K 0.05% +73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,665 $697K 0.02% +623 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,098 $694K 0.01% +2,354 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,226 $694K 0.1% -6 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,223 $693K 0.1% +636 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,220 $693K 0.15% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 4,167 $684K 0.33% -1,584 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,147 $681K 0.01% 0 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,146 $680K 0.09% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,142 $680K 0.03% -5,584 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,133 $678K 0.07% +869 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,130 $678K 0.03% -195 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,119 $676K 0.37% +200 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,082 $670K 0.05% +498 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,072 $668K 0.11% -64 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,069 $668K 0.1% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,069 $668K 0.01% -537 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,026 $661K 0.07% -330 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,018 $659K 0.46% new 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 4,000 $657K 0.14% 0 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 3,977 $653K 0.01% new 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,974 $652K 0.01% -1,199 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,963 $650K 0.02% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,957 $649K 0.05% +451 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,922 $644K 0.07% +57 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,984 $641K 0.12% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,900 $640K 0.11% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,855 $632K <0.01% -416 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,833 $629K 0.02% new 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 3,833 $629K 0.04% -1,768 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,809 $625K +38 Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,806 $625K 0.12% +1 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,782 $621K <0.01% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,781 $621K 0.16% +165 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,777 $620K 0.03% +1,085 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,771 $619K 0.04% -28 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,741 $614K 0.04% +458 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,739 $614K 0.24% 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,730 $612K 0.02% -360 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,722 $611K 0.17% -480 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,700 $607K 0.1% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,651 $599K 0.14% +17 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,638 $597K 0.04% -82 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,626 $595K 0.59% -1,299 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,591 $591K 0.01% -32,823 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,597 $590K 0.03% +735 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,584 $588K 0.26% +622 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,579 $587K 0.61% -100 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,564 $585K 0.02% -1,003 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,563 $585K 0.01% -125 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,549 $582K 0.09% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,548 $582K 0.15% -29 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,548 $582K 0.05% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 3,513 $577K 0.06% -2,073 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,491 $573K 0.13% +90 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,480 $571K 0.21% -190 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,475 $570K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,475 $570K 0.02% -283 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 3,467 $569K -201 Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,456 $567K <0.01% -9,348 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 3,434 $564K 0.05% +434 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,422 $562K 0.02% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,407 $559K 0.04% -10 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,407 $559K 0.17% -8,100 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,394 $557K 0.08% -405 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,385 $556K 0.11% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,373 $554K 0.04% +130 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,359 $551K 0.02% -39 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,354 $550K 0.07% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,341 $548K 0.16% -350 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,338 $548K 0.47% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,336 $548K 0.14% -4 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,300 $542K 0.01% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,288 $540K 0.2% -225 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,272 $537K 0.08% -274 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,270 $537K 0.02% +277 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,268 $536K 0.03% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,259 $535K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,256 $534K 0.18% +1,768 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) 3,249 $533K 0.01% -10,767 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,237 $532K <0.01% +10 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,235 $531K 0.05% new 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,216 $528K 0.38% +340 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,212 $527K 0.12% -97 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,894 $525K 0.07% -239 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,189 $523K 0.29% -5,452 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,182 $522K 0.05% -141 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,172 $521K <0.01% +1,163 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,171 $520K 0.02% -1,812 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,150 $517K 0.33% -2,655 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,149 $517K 0.18% -132 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,132 $514K 0.05% +204 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 $514K 0.02% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,127 $513K 0.01% +1,370 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,108 $510K 0.07% -394 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,107 $510K -74 Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,100 $509K 0.02% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,092 $508K 0.23% +49 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,085 $506K 0.04% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 3,073 $504K 0.01% -639 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,053 $501K 0.02% +336 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,049 $500K 0.03% -751 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 3,047 $500K 0.52% -517 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,022 $496K 0.32% +8 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,006 $493K 0.08% -74 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $492K 0.15% -6,000 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,980 $489K 0.23% +630 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,973 $488K 0.05% +819 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,954 $486K 0.03% +689 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,955 $485K 0.04% +353 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,946 $484K 0.07% -134 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,938 $482K 0.33% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,936 $482K 0.04% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,932 $481K 0.07% -882 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,931 $481K 0.14% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,930 $481K 0.09% +1,001 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,928 $481K 0.01% -346 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,924 $480K 0.1% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,923 $480K 0.01% +203 13F-HR Timeline Silver Lake Group, L.L.C. in group Silver Lake Group, L.L.C. More: the full row for Silver Lake Group, L.L.C. 2,928 $479K 0.01% new 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,914 $478K 0.15% -2,047 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,902 $476K 0.01% +73 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,868 $471K 0.11% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,860 $469K 0.04% -1,245 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 2,856 $469K 0.03% +133 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,850 $468K 0.77% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,843 $467K 0.01% 0 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,837 $466K 0.02% -250 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,834 $465K 0.62% +13 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,822 $463K 0.06% +365 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,815 $462K 0.01% +55 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,811 $461K 0.01% +2,049 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,066 $460K 0.27% -124 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,797 $459K 0.51% -520 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,787 $457K 0.07% -5,548 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 2,782 $457K new Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,751 $452K 0.06% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,732 $448K 0.01% -886 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 2,719 $446K 0.03% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,698 $446K 0.06% +131 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,713 $445K 0.3% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,710 $445K 0.03% +409 13F-HR Timeline Financial Management Professionals, Inc. 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