NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,204 $480K 0.29% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,198 $479K 0.05% +58 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,198 $479K 0.16% -6 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,195 $478K 0.18% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,190 $477K 0.23% -103 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) 2,174 $474K 0.01% -3,214 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,174 $474K 0.01% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 2,170 $473K 0.33% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,133 $465K 0.33% +76 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,125 $463K 0.28% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,241 $459K 0.22% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,087 $455K 0.02% -2,397 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 2,085 $454K 0.02% +1,200 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,081 $454K 0.03% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,075 $452K 0.05% -1 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,056 $448K 0.04% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,041 $445K 0.25% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,038 $444K 0.04% -64 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,024 $441K 0.05% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,007 $437K 0.02% -162 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,005 $437K <0.01% +224 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,001 $436K 0.04% -40 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,000 $436K 0.15% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,998 $436K 0.05% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,986 $433K 0.03% -95 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,983 $432K 0.01% new 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,975 $430K 0.13% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,975 $430K 0.01% +49 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,957 $426K 0.02% 0 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,950 $425K 0.03% -50 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,944 $424K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,937 $422K 0.01% +12 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,905 $415K 0.05% +380 13F-HR/A Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,891 $412K 0.01% -150 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,872 $408K 0.38% +7 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,866 $407K 0.2% +200 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,840 $404K 0.14% +67 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,845 $402K <0.01% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,844 $402K 0.02% -145 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,841 $401K 0.08% -183 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,832 $399K 0.1% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,830 $399K 0.06% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,828 $398K 0.07% +290 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,825 $398K 0.14% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,818 $396K 0.01% -3,010 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 1,800 $392K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,799 $392K 0.01% +59 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,794 $391K 0.01% -235 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,794 $391K 0.09% +780 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,789 $390K 0.08% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,915 $389K 0.01% +30 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,781 $388K 0.25% -258 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,779 $388K 0.11% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,775 $387K 0.09% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,771 $386K 0.16% +5 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,764 $385K 0.02% +97 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,762 $384K 0.01% +103 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,754 $382K 0.01% +271 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,747 $381K 0.05% -538 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,738 $379K 0.3% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,730 $377K 0.02% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,715 $374K 0.12% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,706 $372K +561 Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,700 $371K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,695 $370K <0.01% +322 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,691 $369K 0.05% -100 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,663 $365K 0.07% +52 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,666 $363K 0.14% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,655 $361K 0.01% +205 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,704 $354K 0.21% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,624 $354K 0.05% +16 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,623 $354K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,616 $352K 0.09% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,613 $352K 0.05% +322 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,608 $350K <0.01% +1,498 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,602 $349K <0.01% -5 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,591 $347K 0.16% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,581 $345K 0.01% +154 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,580 $344K 0.01% -26 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,577 $344K 0.04% +731 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,572 $343K 0.01% +5 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,566 $341K <0.01% +172 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,565 $341K 0.02% +75 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,650 $341K 0.34% -133 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,562 $340K 0.25% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,546 $337K 0.03% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,544 $337K <0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,540 $336K 0.01% +54 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,538 $335K 0.14% -1,662 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,536 $335K 0.01% -219 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,534 $334K <0.01% +34 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,530 $332K 0.02% +4 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,517 $331K <0.01% +271 13F-HR/A Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,511 $329K 0.03% +135 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,500 $327K 0.04% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,500 $327K 0.06% 0 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 1,500 $327K 0.22% -100 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,491 $325K 0.04% -7,192 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,490 $325K 0.14% +5 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,480 $323K 0.19% +1,467 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,478 $322K 0.05% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,469 $320K 0.02% -84 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,467 $320K 0.11% +64 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,461 $319K 0.03% -387 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,456 $317K 0.02% +82 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,451 $316K 0.04% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,444 $315K 0.24% -169 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. 1,443 $314K 0.01% -207 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,433 $312K 0.03% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,431 $312K 0.02% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,425 $311K <0.01% +20 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,425 $311K 0.01% +283 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,404 $306K 0.14% -198 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,400 $305K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,400 $305K 0.07% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,400 $305K 0.02% -1,426 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,395 $304K 0.02% new 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,391 $303K 0.01% -115 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,380 $301K 0.01% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,377 $300K 0.1% +2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,376 $300K 0.01% +64 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,361 $297K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,352 $295K 0.01% +46 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,349 $294K 0.05% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,347 $294K 0.22% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,343 $293K 0.01% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,343 $293K 0.16% +36 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,340 $292K 0.03% -5 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,337 $291K 0.01% new 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,336 $291K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,328 $289K 0.01% +135 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,321 $288K <0.01% +484 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,315 $287K <0.01% +33 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,308 $285K <0.01% +61 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,296 $282K 0.03% -293 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,287 $281K 0.07% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,283 $280K 0.02% +82 13F-HR/A Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,280 $279K 0.16% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,279 $279K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,276 $278K 0.01% +586 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,267 $276K 0.01% +11 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,256 $274K <0.01% -1,092 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,255 $274K 0.02% -65 13F-HR/A Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,242 $271K 0.02% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,231 $268K 0.02% +62 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,229 $268K 0.07% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,228 $268K <0.01% 0 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,222 $266K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,221 $266K 0.09% +3 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,214 $265K 0.02% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,211 $264K 0.07% +229 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,207 $263K <0.01% +32 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,200 $262K 0.09% 0 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 1,184 $258K 0.01% -65 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,255 $257K 0.1% +19 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,173 $256K <0.01% -12 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,172 $256K 0.02% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,178 $254K 0.01% +60 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,166 $254K 0.05% +9 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,164 $254K 0.04% -22 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,161 $253K <0.01% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,151 $251K 0.07% -10 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,150 $251K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,141 $249K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,123 $245K 0.06% +121 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,118 $244K 0.02% +4 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,115 $243K <0.01% -100 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,112 $243K 0.01% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,104 $241K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,100 $240K 0.06% new 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,100 $240K 0.06% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,095 $239K <0.01% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,091 $238K 0.05% -48 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,089 $237K 0.01% new 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 1,085 $236K 0.14% -100 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,085 $236K 0.11% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,079 $235K <0.01% +27 13F-HR/A Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,076 $235K 0.15% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,066 $232K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,058 $231K 0.03% +134 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,051 $229K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,041 $227K <0.01% +18 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,041 $227K 0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,040 $227K <0.01% +5 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,034 $225K <0.01% +39 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,587 $224K 0.03% new 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,026 $224K 0.02% +1,025 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,019 $222K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,017 $222K 0.02% +46 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,016 $222K <0.01% +217 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,015 $221K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,015 $221K 0.01% -400 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,003 $219K <0.01% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,000 $218K 0.04% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,000 $218K 0.07% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,000 $218K 0.19% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,000 $218K 0.12% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,000 $218K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 999 $218K 0.01% -11 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 993 $216K 0.04% -2,300 13F-HR Timeline