INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 12,340 $452K 0.14% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 12,284 $450K 0.14% -1,322 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 12,201 $447K 0.16% +476 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,053 $441K 0.02% -19 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 12,000 $440K 0.06% -8,000 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,839 $434K 0.05% +758 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,835 $434K 0.03% +833 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 11,798 $432K <0.01% -208,213 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,792 $432K 0.01% -2,248 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 11,770 $431K 0.04% +68 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,686 $428K 0.07% -44 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,684 $428K 0.01% -1,569 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,648 $427K 0.01% +146 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,593 $425K <0.01% new 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 11,590 $425K 0.02% -50,355 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 11,425 $418K 0.33% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,392 $417K 0.05% +2,855 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,368 $416K 0.01% +4,915 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,367 $416K 0.01% -210 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,260 $412K 0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 11,252 $412K 0.37% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,194 $410K 0.03% -3,009 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 11,098 $407K 0.3% +270 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 11,067 $405K 0.13% -1,490 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,950 $401K 0.01% +7,307 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,899 $399K 0.1% +200 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,797 $395K 0.03% -223 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 10,771 $395K 0.11% +910 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,763 $394K 0.02% -4 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,755 $394K 0.02% +1,369 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,754 $394K 0.01% +568 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,739 $393K 0.02% -15,000 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 10,710 $392K 0.02% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 10,690 $392K 0.02% +178 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) 10,681 $391K 0.01% -14,270 13F-HR Timeline Group Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 10,663 $391K 0.2% +2,756 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,553 $387K 0.01% +1,314 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,201 $386K 0.04% +24 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 10,493 $384K 0.2% -312 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,494 $384K 0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,458 $383K 0.03% +1,990 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,413 $381K 0.03% +3,062 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,330 $378K 0.06% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,300 $377K 0.04% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,940 $377K 0.01% -5,318 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,266 $376K 0.03% -2,377 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,238 $375K <0.01% +3,817 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 10,200 $374K 0.27% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,150 $372K <0.01% -19,524 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10,129 $371K 0.15% -173 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 10,110 $370K 0.09% -450 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,087 $369K 0.05% new 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 10,071 $369K 0.2% -199 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 10,000 $366K 0.14% 0 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 9,965 $365K 0.2% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,936 $364K 0.01% -984 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 9,918 $363K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,872 $362K <0.01% -873 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,793 $359K 0.09% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,744 $357K 0.01% -37,673 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 9,728 $356K 0.38% 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 9,713 $356K <0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,362 $353K 0.02% +947 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 9,627 $353K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 9,597 $352K 0.04% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 8,639 $351K 0.13% -44 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,569 $351K 0.1% -561 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 9,535 $349K 0.05% +195 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,498 $348K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,484 $347K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,390 $344K 0.01% +584 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 9,375 $343K 0.11% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,355 $343K 0.01% -357 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,337 $342K 0.02% +327 13F-HR/A Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 9,419 $341K 0.16% +1,859 13F-HR/A Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 9,275 $340K 0.34% -300 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 9,200 $337K 0.12% -20,800 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 9,133 $335K 0.05% -50 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,121 $334K <0.01% -21,330 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 9,100 $333K 0.08% -4,100 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,088 $333K 0.02% +2,164 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,012 $330K 0.02% -44 13F-HR Timeline Arbiter Partners Capital Management LLC in group Arbiter Partners Capital Mana… More: the full row for Arbiter Partners Capital Management LLC 9,000 $330K 0.18% -4,000 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,949 $328K 0.1% 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,922 $327K <0.01% -321 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,717 $327K 0.04% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 8,907 $326K 0.04% -3,108 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 8,900 $326K 0.03% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 8,891 $326K 0.08% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,881 $325K 0.1% +113 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,840 $324K 0.02% +519 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,778 $322K 0.01% -24,787 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 8,772 $321K 0.11% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,759 $321K 0.18% +1,350 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 8,720 $319K 0.04% -1,454 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,623 $316K <0.01% +5,306 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,613 $315K <0.01% +880 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 8,536 $313K 0.12% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 8,500 $311K 0.04% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,479 $311K 0.14% -110 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 8,393 $307K <0.01% 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,379 $307K 0.01% -287 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,375 $307K <0.01% -3,462 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,363 $306K 0.03% +189 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,362 $306K 0.01% -1,746 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,347 $306K 0.01% new 13F-HR Timeline Group Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 8,333 $305K 0.1% +1,500 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,301 $304K 0.1% +1,556 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 8,265 $303K 0.09% -1,060 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,261 $303K 0.01% -1,360 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,228 $301K 0.08% -2,387 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,212 $301K 0.08% -4,446 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,212 $301K 0.01% -81 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,139 $298K 0.02% +716 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,131 $298K 0.02% -664 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,099 $297K 0.02% -2,408 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,088 $296K 0.12% +53 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 8,085 $296K 0.02% +8 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,005 $293K 0.1% -522 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,000 $293K 0.11% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,977 $292K 0.1% -9,800 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 7,975 $292K 0.12% +133 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 7,940 $291K 0.16% 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,937 $291K 0.07% +636 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,921 $290K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,901 $289K 0.01% -535 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,900 $289K 0.16% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,852 $288K 0.02% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,730 $283K 0.07% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,730 $283K 0.02% -1,550 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,719 $283K 0.02% +400 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,685 $282K 0.01% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,976 $280K 0.03% -2,694 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,661 $280K 0.06% +37 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,637 $280K 0.01% -14 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,602 $278K <0.01% -7,222 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 7,532 $276K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,485 $274K 0.02% -21,330 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,466 $273K <0.01% +142 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,458 $273K 0.04% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 7,350 $269K 0.04% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,348 $269K 0.01% +573 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,313 $268K 0.01% -87 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,298 $267K 0.01% -945 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,295 $267K <0.01% -672 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,266 $266K 0.03% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 7,198 $264K 0.05% -1,102 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,268 $263K 0.02% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,169 $263K 0.01% -4,441 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,152 $262K 0.01% +236 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,144 $262K 0.01% +170 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,137 $261K <0.01% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,107 $260K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,050 $258K 0.01% -471 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,047 $258K 0.03% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,782 $258K 0.06% -643 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,011 $257K <0.01% +3,135 13F-HR Timeline Group Wealth Forward, LLC More: the full row for Wealth Forward, LLC 7,007 $257K 0.15% -353 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,000 $256K 0.13% new 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 7,000 $256K 0.04% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,959 $255K 0.01% -1,799 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,944 $254K <0.01% -5,662 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,938 $254K 0.82% -755 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 6,765 $248K 0.07% +245 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,718 $246K 0.03% +24 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,712 $246K 0.03% +254 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 6,696 $245K 0.05% +200 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,691 $245K 0.03% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,664 $244K 0.03% +110 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,600 $242K 0.02% 0 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,585 $241K 0.05% -1,202 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 6,577 $241K 0.01% -16 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,458 $237K <0.01% +1,731 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,456 $236K 0.01% -673 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 6,446 $236K 0.01% -520 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,420 $235K 0.1% -527 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,418 $235K <0.01% -24,499 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,400 $234K 0.13% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,390 $234K 0.01% -1,131 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,289 $230K 0.04% +15 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 6,282 $230K 0.01% -1,164 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,240 $229K <0.01% +5,719 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,220 $228K 0.1% -242 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 6,218 $228K 0.09% -691 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,216 $228K -1,423 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,145 $226K 0.01% +951 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,139 $225K <0.01% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,109 $224K 0.02% +370 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,104 $224K 0.09% -792 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,096 $223K 0.01% -29 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,065 $222K <0.01% -228 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,055 $221K 0.03% 0 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,021 $221K 0.04% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $220K 0.06% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,992 $219K 0.04% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,947 $218K 0.02% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,937 $217K 0.08% -9,922 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 5,898 $216K 0.03% -7,023 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,892 $216K <0.01% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,873 $215K 0.02% -50 13F-HR Timeline