Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,673 $721K 0.12% +1,001 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,668 $721K 0.01% -11 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,596 $711K 0.04% +1,295 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,570 $708K 0.13% +131 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,586 $708K 0.02% +83 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,565 $707K 0.03% +4,044 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,597 $705K 0.01% +905 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,532 $703K 0.03% -29 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,529 $703K 0.14% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,459 $702K 0.06% -2,376 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,514 $701K 0.35% +75 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,498 $699K 0.52% +52 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,493 $698K 0.02% -501 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,450 $693K 0.03% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,409 $688K 0.01% -143 13F-HR/A Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,261 $669K 0.06% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,226 $664K 0.09% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,224 $664K 0.19% +270 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,221 $664K 0.19% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,175 $658K 0.01% +267 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,174 $658K 0.01% -609 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,171 $657K 0.03% -1,905 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,122 $651K 0.64% -6,161 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,088 $645K 0.01% -1,131 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 5,060 $643K 0.05% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,034 $640K 0.02% -885 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,020 $638K 0.07% +714 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,017 $638K 0.02% -2,947 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,987 $634K 0.71% -146 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,960 $631K 0.04% -1,390 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,963 $631K 0.08% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,926 $626K 0.08% -1,499 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,901 $623K 0.12% 0 13F-HR/A Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,900 $623K 0.21% -415 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,887 $621K 0.01% -924 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,872 $619K 0.02% +195 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,857 $617K 0.28% -125 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,854 $617K 0.89% -163 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,840 $615K 0.02% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 4,831 $614K 0.79% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,826 $614K 0.33% +204 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,820 $613K 0.03% +1,874 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,382 $613K 0.4% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 4,813 $612K <0.01% -630 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,807 $611K 0.13% +1,478 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,906 $611K 0.06% +437 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,703 $610K -260 Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,742 $603K 0.02% +122 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,723 $600K 0.31% -349 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,699 $597K 0.05% +788 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,678 $595K 0.29% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,641 $590K 0.02% -2,090 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,595 $584K 0.17% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,572 $581K 0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,561 $580K 0.01% -859 13F-HR Timeline Group IMS Capital Management More: the full row for IMS Capital Management 4,543 $578K 0.29% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,532 $576K 0.01% -573 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 4,500 $572K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,494 $571K 0.01% -86 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,493 $571K 0.02% +239 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 4,477 $569K 0.16% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,470 $568K 0.26% -26,441 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,440 $564K 0.34% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,438 $564K <0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,397 $559K 0.04% -659 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,338 $551K 0.03% -81 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,326 $550K 0.05% -2,559 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,325 $550K 0.06% +25 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,301 $547K 0.01% +42 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,296 $546K 0.02% +115 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,247 $540K 0.25% new 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 4,234 $538K 0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,229 $538K 0.01% +803 13F-HR Timeline Sophron Capital Management L.P. More: the full row for Sophron Capital Management L.P. 4,206 $535K 0.18% -62,799 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,202 $524K 0.03% -978 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,081 $519K 0.42% +1,239 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,078 $518K <0.01% +866 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,077 $518K 0.01% -5,303 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,050 $515K 0.02% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,040 $514K 0.05% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,000 $509K 0.16% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,016 $506K 0.05% -532 13F-HR/A Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,978 $506K 0.04% -2,222 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,938 $501K 0.23% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,915 $498K 0.02% -76 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,888 $494K 0.01% +741 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,819 $485K 0.01% +319 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,809 $484K 0.03% 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,769 $479K 0.14% +1,282 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,734 $475K 0.11% -9 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,726 $474K 0.01% -70 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,696 $470K 0.04% +98 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,684 $468K 0.01% +494 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 3,682 $468K 0.01% +105 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,675 $467K 0.31% -50 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,628 $461K 0.01% -62 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,607 $459K 0.02% -785 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 3,600 $458K 0.5% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,587 $456K 0.13% +18 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,584 $456K 0.04% +233 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,480 $442K 0.12% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,478 $442K 0.31% -294 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,477 $442K <0.01% +1,009 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,476 $442K 0.01% +195 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,452 $439K 0.02% -1,082 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,379 $430K 0.04% -267 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,367 $428K 0.04% -198 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,344 $425K 0.05% -43 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,371 $425K 0.04% +38 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,326 $423K 0.02% +549 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 3,307 $420K 0.29% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,304 $420K <0.01% +210 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,265 $415K 0.06% +45 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,251 $413K 0.03% -176 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,194 $406K 0.01% -378 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,186 $405K 0.27% +1,500 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,182 $405K 0.24% -51 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,145 $400K 0.23% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,114 $396K 0.04% +21 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,100 $394K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,086 $392K 0.02% -160 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,082 $392K 0.06% -2,999 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,074 $391K 0.02% -314 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,008 $382K 0.05% -3,962 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,003 $382K 0.03% -2,003 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,000 $381K 0.23% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,966 $377K 0.03% +7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,931 $373K 0.03% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,909 $370K 0.11% -6,768 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,907 $370K 0.01% -1,509 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,873 $365K 0.01% +2 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,864 $364K 0.01% +276 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,852 $363K 0.07% -199 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 2,852 $363K 0.13% +639 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,851 $362K 0.01% +2,841 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,837 $361K 0.12% -2,746 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,822 $359K 0.14% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,815 $358K 0.01% +47 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,789 $355K 0.27% -78 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,785 $354K 0.07% +119 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,756 $350K 0.01% -23,029 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 2,747 $349K 0.12% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,744 $349K 0.01% +114 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,723 $346K 0.01% -313 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 2,710 $345K 0.13% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,703 $344K 0.03% -40 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,700 $343K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,690 $342K 0.11% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,686 $341K 0.05% +266 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,684 $341K 0.01% -131 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,670 $339K 0.11% -855 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,655 $338K 0.01% -2,258 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,650 $337K 0.15% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,645 $336K 0.04% -54 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,614 $333K 0.01% +347 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,607 $332K 0.09% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,605 $331K 0.09% -2,389 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,590 $329K 0.02% +323 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,571 $327K 0.14% -10,210 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,568 $326K <0.01% +1,091 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,565 $326K 0.11% new 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 2,564 $326K 0.18% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,560 $325K 0.03% -72,061 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,555 $325K 0.01% +511 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,550 $324K 0.06% -430 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,545 $324K 0.02% -661 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,539 $323K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,529 $322K 0.05% +101 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,513 $318K 0.13% -290 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,500 $318K 0.02% -343 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,500 $318K 0.11% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,500 $318K 0.2% new 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,498 $318K 0.38% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,484 $316K 0.02% +326 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,473 $314K 0.02% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,468 $314K 0.02% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,464 $313K 0.02% -329 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,460 $313K 0.01% +172 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,460 $313K 0.1% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,425 $308K <0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,414 $307K 0.13% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,406 $306K 0.01% -3,424 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,387 $303K 0.01% +350 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,385 $303K 0.27% +494 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,383 $303K 0.04% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,319 $295K <0.01% -6,188 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,315 $294K 0.32% -5 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,302 $293K 0.07% +4 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,294 $292K 0.01% -124 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,283 $290K 0.03% new 13F-HR/A Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,268 $288K 0.08% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,253 $286K 0.05% -29 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,242 $285K 0.11% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,229 $283K 0.01% 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,204 $280K 0.01% -240 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,203 $280K 0.12% +175 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,172 $276K 0.04% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,139 $272K 0.02% +172 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 2,134 $271K <0.01% -1,342 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,127 $270K 0.02% 0 13F-HR Timeline