Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,677 $621K +159 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,554 $619K 0.01% -546 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,628 $614K 0.04% +77 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,246 $614K 0.06% +1,686 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,611 $612K 0.05% -12 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,591 $610K 0.04% +390 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,583 $608K 0.01% 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,569 $607K 0.03% -68 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,534 $602K 0.05% +60 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,517 $600K 0.01% +131 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,453 $591K 0.04% +2,320 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,448 $591K 0.02% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,448 $591K 0.04% +1,999 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,431 $588K <0.01% -91 13F-HR Timeline Group Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,398 $584K 0.32% -51 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,394 $583K 0.08% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,379 $581K 0.01% +1,568 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,348 $577K 0.07% +1,445 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,345 $577K 0.01% -1,529 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,329 $575K 0.09% -2,039 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,327 $574K 0.12% -23 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,276 $568K 0.03% +1,758 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,275 $568K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,254 $565K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,231 $562K <0.01% -886 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,190 $556K <0.01% 0 13F-HR Timeline Group ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,186 $556K 0.24% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,185 $556K 0.04% +1,392 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,150 $551K 0.11% -425 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,676 $544K 0.46% +232 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 4,095 $544K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,066 $540K 0.04% -1,101 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,059 $539K 0.16% -251 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,053 $538K 0.16% +534 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 4,014 $533K 0.84% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,009 $532K 0.11% +139 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,989 $530K 0.02% +853 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,973 $527K 0.04% -371 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,821 $525K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,637 $522K 0.06% -262 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,923 $521K 0.04% -335 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,920 $520K 0.01% +451 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,914 $520K 0.04% -473 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,132 $519K 0.01% +176 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,883 $516K 0.06% -19 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,859 $512K 0.39% +81 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,849 $511K 0.01% +135 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,846 $511K 0.21% -1,391 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,759 $511K 0.01% -8,712 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,310 $510K 0.25% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,840 $510K 0.14% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,829 $508K 0.04% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,761 $499K 0.03% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,760 $499K 0.02% -3,623 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,752 $498K 0.03% -794 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,750 $498K 0.23% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,734 $496K 0.22% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,680 $489K 0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,658 $486K 0.02% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,628 $482K 0.01% -161 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,617 $480K 0.05% +33 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,612 $480K 0.01% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,604 $479K 0.05% -1,440 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,600 $478K 0.26% -1,462 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,578 $475K 0.09% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,555 $472K <0.01% +1,402 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,568 $472K 0.01% -17,478 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,511 $466K <0.01% -335 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,507 $466K 0.01% +423 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,505 $465K 0.13% +210 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 3,488 $463K 0.02% -4,638 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,477 $462K 0.03% +471 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,474 $461K 0.02% -2,999 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,989 $461K <0.01% +918 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,450 $458K <0.01% new 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 3,427 $455K 0.1% -8,868 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,422 $454K 0.07% -57 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,397 $451K <0.01% -67 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 3,380 $449K 0.43% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,358 $446K 0.06% -1,732 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,632 $442K 0.01% +2,495 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,329 $442K 0.01% +1,052 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,329 $442K 0.16% 0 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 3,308 $439K 0.41% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,297 $438K 0.01% +1,200 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,294 $437K <0.01% -385,677 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 3,277 $435K 0.16% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,237 $430K 0.04% new 13F-HR/A Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 3,200 $425K 0.29% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,187 $423K 0.18% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,179 $422K 0.01% -255 13F-HR/A Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,128 $415K 0.03% new 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,113 $413K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,113 $413K 0.12% -87 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,814 $413K 0.09% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,094 $411K 0.02% new 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,086 $410K 0.06% -33 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,080 $409K 0.03% -853 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,846 $408K 0.14% +36 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,067 $407K <0.01% -808 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,052 $405K 0.01% -18 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,028 $402K 0.02% +529 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,010 $400K 0.02% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,005 $399K 0.02% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,963 $393K 0.12% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,963 $393K <0.01% +240 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,646 $387K 0.17% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,900 $385K 0.06% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,877 $382K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,833 $376K 0.02% -564 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,788 $370K 0.01% -303 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,786 $370K 0.01% -26 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,771 $368K 0.03% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,731 $363K 0.03% -16,416 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,721 $361K 0.01% -530 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,722 $361K 0.02% +385 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,706 $359K <0.01% -7,423 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,689 $357K 0.04% -32 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,681 $356K 0.06% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,678 $356K 0.06% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,676 $355K 0.06% -40 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,675 $355K 0.05% +259 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,674 $355K 0.01% -200 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,662 $353K 0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,656 $353K 0.19% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 2,257 $352K 0.16% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,648 $352K 0.01% +342 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,620 $348K 0.01% 0 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,619 $348K 0.07% -47 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,610 $347K <0.01% new 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,599 $345K 0.03% new 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,590 $344K 0.03% -60 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,586 $343K 0.14% -105 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,577 $342K 0.01% -1,540 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,571 $341K 0.07% -8,307 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,346 $339K 0.09% -41 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,543 $338K 0.01% +144 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,539 $337K <0.01% -68 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,504 $332K 0.07% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,500 $332K 0.14% +129 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,495 $331K 0.02% -1,409 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,485 $330K 0.04% -191 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,474 $328K 0.07% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,450 $325K 0.15% 0 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,449 $325K 0.12% +91 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,454 $325K <0.01% +2,448 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 2,442 $324K <0.01% new 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,435 $323K 0.11% -2,200 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,429 $322K 0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,425 $322K 0.01% -36 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,424 $322K 0.01% +84 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,418 $321K 0.02% -1,140 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,413 $320K <0.01% -3,103 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,393 $318K 0.07% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,392 $318K 0.01% -979 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,373 $315K 0.01% -1,114 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,372 $315K 0.02% +125 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,367 $314K 0.09% +75 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,353 $312K 0.01% -404 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,344 $311K <0.01% +2,266 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 2,342 $311K 0.07% +8 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,302 $310K 0.04% +306 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,331 $309K <0.01% -625 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,313 $307K 0.22% -450 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,319 $306K 0.01% +19 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 2,301 $306K 0.24% -400 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,299 $305K 0.01% -960 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,296 $305K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,253 $299K <0.01% +67 13F-HR Timeline Group Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,252 $299K 0.09% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,247 $298K 0.03% +46 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,226 $296K 0.1% +239 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,225 $295K <0.01% new 13F-HR/A Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,217 $294K 0.1% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,218 $294K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,203 $292K 0.04% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,190 $291K 0.15% +148 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,188 $291K 0.06% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,173 $289K 0.01% -2,779 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 2,170 $288K <0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,937 $288K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,166 $288K 0.04% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,141 $284K 0.04% +1,641 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,134 $283K 0.03% -32 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,124 $282K 0.02% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,118 $281K 0.01% -49 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,113 $281K 0.05% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,113 $280K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,109 $280K 0.04% 0 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,104 $279K 0.1% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,083 $277K 0.01% -1,130 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,057 $273K 0.03% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,035 $270K 0.06% -53 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,023 $269K 0.02% +23 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,020 $268K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,006 $266K -667 Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,006 $266K 0.01% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,005 $266K 0.21% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,000 $266K 0.06% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,980 $263K 0.08% 13F-HR Timeline Group