Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,273 $859K 0.19% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,255 $856K 0.14% -700 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,217 $850K 0.01% -922 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 5,179 $844K 0.39% +28 13F-HR/A Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 6,129 $841K 0.05% 0 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,140 $837K 0.04% +1,335 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,128 $835K <0.01% +5,051 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,117 $833K 0.12% +39 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 5,100 $831K 0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,095 $830K 0.01% +1,080 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,085 $828K 0.35% +998 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 5,085 $828K 0.07% -5,215 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 5,073 $826K +195 Timeline OSSIAM More: the full row for OSSIAM 5,027 $819K 0.01% +2,519 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,025 $818K 0.11% +250 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,020 $818K 0.02% +223 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,011 $814K 0.01% -113 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,987 $812K 0.01% -298 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,881 $807K 0.13% -640 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,946 $806K 0.03% -1,014 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,906 $799K 0.11% +5 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,853 $790K 0.06% +11 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,848 $790K 0.05% +11 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,774 $778K 0.05% +2,236 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,693 $764K 0.08% +392 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,691 $764K 0.02% +224 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,595 $748K 0.04% +41 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,595 $748K 0.18% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,577 $746K 0.06% -35,344 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,542 $740K 0.01% -153 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,535 $739K 0.03% +1,411 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,523 $737K 0.01% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,495 $732K 0.08% -264 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 4,499 $732K 0.09% +269 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,458 $726K 0.01% +37 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,447 $724K 0.04% -232 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,433 $722K 0.01% -42 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4,425 $721K 0.58% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,357 $710K 0.01% -268 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,356 $710K 0.01% -353 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,351 $709K -1,714 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,264 $700K 0.02% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,283 $698K 0.02% +290 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,281 $697K <0.01% -16 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,279 $697K 0.11% +103 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,254 $693K 0.17% -5,310 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,236 $690K 0.22% +431 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,205 $685K 0.07% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4,204 $685K 0.36% -22 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,203 $685K 0.26% +401 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,178 $681K 0.02% +477 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,163 $678K 0.03% +198 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,310 $677K 0.03% +2 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,120 $671K <0.01% -9 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,117 $671K 0.24% -130 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,075 $664K 0.03% +267 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,024 $655K 0.01% -241 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,010 $653K 0.16% -320 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) 3,960 $645K 0.02% +308 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,928 $640K 0.13% -22 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,888 $633K 0.23% +107 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,887 $633K 0.01% -15,684 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,885 $633K <0.01% +687 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,878 $632K 0.05% -525 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,846 $627K 0.06% +246 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,829 $624K 0.01% -643 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,806 $620K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,793 $618K 0.04% +1,740 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,774 $615K 0.07% +2,116 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,750 $611K 0.04% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,694 $602K 0.05% +1,697 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,683 $600K 0.05% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,669 $598K 0.08% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,650 $595K 0.02% -200 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,650 $595K 0.31% -25 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,642 $593K 0.01% -469 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,639 $593K +2,045 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,608 $588K 0.01% +211 13F-HR Timeline Berkshire Hathaway Inc in group Berkshire Hathaway Inc More: the full row for Berkshire Hathaway Inc 3,564 $581K <0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,553 $579K 0.01% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,500 $570K 0.2% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,479 $567K 0.01% +1,218 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,476 $566K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,459 $563K 0.01% +964 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,455 $563K 0.08% +11 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,440 $560K 0.01% -1,085 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,403 $554K 0.05% +1,054 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,402 $554K 0.01% +214 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,668 $553K 0.17% -638 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,390 $552K 0.04% +85 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,369 $549K 0.67% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,342 $544K 0.01% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,336 $543K 0.07% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,332 $543K 0.01% -50 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,319 $541K 0.05% +22 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,303 $538K 0.01% +243 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 3,601 $537K 0.01% -2,376 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,232 $526K 0.04% +413 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,228 $526K 0.01% +404 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 3,215 $524K 0.44% -148 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 3,215 $524K 0.44% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,214 $524K 0.01% -226 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,167 $516K 0.04% +249 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,156 $514K 0.05% +1,475 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,148 $513K 0.05% -27,856 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,135 $511K 0.06% -325 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,105 $506K 0.01% +172 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,098 $505K 0.08% +91 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,162 $496K <0.01% +3 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,028 $493K 0.07% -235 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,026 $493K <0.01% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,019 $492K 0.03% -230 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,004 $489K 0.03% -682 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 3,000 $489K 0.05% new 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,991 $487K 0.05% -15 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,986 $486K 0.2% -26 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 2,981 $486K 0.03% +76 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,971 $484K 0.05% -1,500 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,961 $482K 0.01% +1,000 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,926 $477K 0.01% -226 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,908 $474K 0.04% -434 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,905 $473K 0.02% +92 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,902 $473K 0.13% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,885 $470K 0.05% +2,293 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,354 $469K 0.01% -33 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,821 $459K 0.07% -660 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,814 $458K 0.13% -187 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,811 $458K 0.02% +339 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,810 $458K <0.01% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,787 $454K 0.04% +96 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 2,779 $453K -94 Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,776 $452K 0.02% +836 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,761 $450K 0.04% -16 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,721 $443K 0.02% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,700 $440K 0.01% +230 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,695 $439K 0.03% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,683 $437K 0.1% +6 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,646 $431K 0.42% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,640 $430K 0.18% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,638 $430K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,635 $429K 0.01% +197 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,631 $429K 0.01% +212 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,630 $428K 0.05% +227 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,623 $427K 0.06% -9 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,600 $423K 0.1% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,538 $417K 0.01% -403 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,550 $415K 0.01% -229 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,550 $415K 0.08% -360 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,546 $415K 0.04% +15 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,538 $413K 0.12% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,534 $413K 0.03% +1 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,523 $411K 0.02% -554 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,498 $407K 0.31% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,474 $403K 0.08% +164 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,454 $400K 0.02% +32 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,441 $398K 0.04% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,436 $397K 0.11% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,427 $395K 0.05% -75 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 2,418 $394K 0.17% -195 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,414 $393K 0.11% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,399 $391K 0.16% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,392 $390K 0.22% -208 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,365 $385K 0.02% +723 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,350 $383K 0.02% +162 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,675 $380K 0.01% +1,080 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,299 $374K 0.01% -742 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,287 $373K 0.01% -109 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,285 $372K 0.02% -24 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,273 $370K 0.1% +141 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,242 $365K 0.11% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,230 $363K 0.1% -160 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,221 $362K 0.01% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,191 $357K 0.04% -84 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 2,190 $357K <0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,173 $354K 0.07% -465 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,170 $353K <0.01% -4,388 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,166 $353K 0.01% +58 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,143 $349K 0.03% -1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,134 $348K 0.01% +262 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,126 $346K 0.07% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,121 $346K 0.01% -13,592 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,093 $344K 0.01% -2,268 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,097 $342K 0.05% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,076 $338K 0.01% +587 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,058 $335K 0.01% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,047 $333K 0.03% +296 13F-HR/A Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,047 $333K 0.02% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,043 $333K 0.09% -85 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,042 $333K <0.01% -211 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,024 $330K 0.2% +27 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,004 $326K 0.2% 0 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,000 $326K 0.17% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,000 $326K 0.02% 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 2,000 $326K 0.16% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,999 $326K 0.14% -84 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,989 $324K 0.01% +59 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,983 $323K 0.06% -21 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,980 $322K 0.05% +172 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,966 $320K 0.04% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,966 $320K 0.01% +174 13F-HR Timeline