111 Capital More: the full row for 111 Capital 8,799 $800K 0.15% +1,230 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 8,747 $796K 0.02% +7,385 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,693 $791K 0.02% -1,790 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,672 $789K 0.1% -314 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,650 $787K 0.02% -926 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,641 $786K 0.04% +546 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 8,621 $784K 0.21% -175 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,462 $770K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,452 $769K 0.01% +2,138 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 8,385 $763K 0.13% -29,311 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,355 $760K 0.07% -50 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,257 $751K 0.03% +3,033 13F-HR Timeline Group BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 8,242 $750K 0.47% -529 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 8,228 $748K 0.61% -194 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,203 $746K 0.01% +316 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,199 $746K <0.01% +310 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 8,190 $745K 0.33% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,025 $730K <0.01% +3,880 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,987 $726K 0.19% -796 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,954 $723K 0.04% +68 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,872 $716K 0.18% -2,244 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,859 $715K 0.01% +2,667 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 7,787 $708K 0.06% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,778 $707K 0.06% -4,084 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 7,750 $705K 0.45% -1,126 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,735 $703K 0.3% -10 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,725 $703K 0.04% -375 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,716 $702K 0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,599 $691K 0.1% -144 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,590 $690K 0.16% +1,408 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,588 $690K 0.33% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 7,584 $690K 0.01% -2,444 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,580 $689K 0.02% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,477 $680K 0.26% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,439 $677K 0.11% -16,703 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 7,371 $670K 0.07% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 7,336 $667K 0.04% new 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 7,300 $664K 0.16% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,279 $662K 0.12% -1,350 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 7,274 $662K 0.11% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,273 $662K 0.01% +73 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 7,269 $661K 0.05% -1,778 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,261 $660K 0.01% -3,201 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,235 $658K 0.2% -15,745 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,196 $654K 0.26% -3,057 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,139 $649K 0.01% -707 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,111 $647K 0.03% 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 7,070 $643K 0.01% +1,427 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,058 $642K 0.01% -100 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,028 $639K 0.01% +340 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,022 $639K 0.02% -102 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 6,982 $635K 0.15% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,405 $626K 0.05% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,871 $625K 0.07% +2,583 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 6,841 $622K -453 Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,796 $618K 0.01% new 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,783 $617K <0.01% +431 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,743 $613K 0.01% -893 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,740 $613K 0.08% -3,532 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,729 $612K 0.01% -7,405 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,727 $612K 0.04% -788 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,693 $609K 0.03% -188 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,672 $607K 0.15% -3,285 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,658 $606K 0.01% +112 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,606 $601K 0.08% -73 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,552 $596K 0.19% new 13F-HR/A Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,441 $586K 0.17% +97 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 6,432 $585K 0.3% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 6,400 $582K 0.27% -100 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,391 $581K 0.02% +986 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,343 $577K 0.01% +2,753 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,335 $576K 0.3% +172 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,305 $573K 0.24% +207 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,233 $568K 0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,101 $555K 0.07% -47 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,096 $554K 0.02% -273 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,094 $554K 0.11% -2,633 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,081 $553K 0.02% +1,421 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,070 $552K 0.01% +615 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,057 $551K 0.32% -2,435 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,024 $548K 0.04% +33 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,000 $546K -1,206 Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,952 $541K 0.33% new 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 5,914 $538K 0.32% -100 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,841 $531K 0.08% +18 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,833 $531K 0.05% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,830 $530K 0.02% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,742 $529K 0.01% +97 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 5,805 $528K 0.47% -405 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,800 $528K 0.01% -480 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,795 $527K 0.01% +2,700 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,740 $522K 0.01% +522 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,710 $519K 0.02% +2,118 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,700 $518K 0.18% +2,725 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,699 $518K <0.01% +2,825 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,695 $518K 0.01% +2,915 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,655 $514K 0.06% -106 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,643 $513K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,620 $512K 0.03% +2,695 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,631 $512K 0.11% +1,457 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,578 $507K 0.03% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,565 $506K 0.01% +169 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,550 $505K 0.23% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,526 $503K 0.01% -4,886 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,509 $501K 0.03% -498 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,503 $500K 0.09% +5,329 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,443 $495K 0.13% -475 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,425 $493K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,360 $487K 0.01% -101 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,352 $487K 0.02% +50 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,278 $480K 0.01% +445 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,245 $477K 0.01% -1,467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,147 $468K 0.08% +47 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,132 $467K <0.01% +20 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,131 $467K 0.01% +1,267 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,129 $466K 0.02% +190 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,129 $466K 0.01% +190 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,122 $466K 0.01% +4,671 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 5,289 $463K 0.16% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,073 $461K 0.06% +2,262 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,028 $457K 0.04% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,020 $457K <0.01% -38,822 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,005 $455K 0.14% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,972 $452K 0.03% -475 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,894 $445K 0.21% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,888 $445K 0.02% +173 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,884 $444K 0.15% -64 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,840 $440K <0.01% -2,062 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,824 $439K 0.03% +290 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 4,813 $438K 0.38% -1,753 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,715 $437K 0.01% -17,412 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,793 $436K 0.02% -1,448 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 4,732 $430K 0.29% -5,055 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,669 $425K 0.32% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,605 $419K 0.02% -3,935 13F-HR Timeline Group Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 4,605 $419K 0.25% +12 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,600 $418K 0.01% 0 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,553 $414K 0.03% +334 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,549 $414K <0.01% -825 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,548 $414K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,544 $413K 0.01% -153 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,500 $409K 0.01% +2,893 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,499 $409K 0.32% -2,711 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,496 $409K 0.02% +36 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,493 $409K 0.04% +3 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,478 $407K 0.01% -73 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,479 $407K 0.06% -111 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 4,440 $404K 0.02% -7,755 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,429 $403K 0.02% +214 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,424 $402K <0.01% -142 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,410 $401K 0.03% +193 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,405 $401K 0.07% -496 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,385 $399K 0.01% +58 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 4,371 $398K 0.02% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,358 $396K 0.07% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,338 $395K 0.04% +22 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,322 $393K 0.05% +18 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,316 $393K 0.01% -316 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,308 $392K 0.26% +116 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,300 $391K 0.22% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,269 $388K 0.01% -308 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,266 $388K 0.01% +1,148 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,260 $387K <0.01% -230 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,255 $387K 0.03% -56 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,664 $386K 0.01% +2,422 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,244 $386K 0.01% +43 13F-HR/A Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,237 $385K 0.04% -373 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,220 $384K 0.38% -373 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,201 $382K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,177 $380K 0.02% +678 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,136 $376K 0.02% -830 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,127 $375K 0.03% +51 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,101 $373K <0.01% +228 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 4,083 $371K 0.18% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,083 $371K 0.02% +261 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,079 $371K 0.02% -2,298 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,065 $370K <0.01% +267 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,049 $368K 0.01% -12,690 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,000 $364K 0.03% +1,982 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,998 $364K 0.01% +34 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,935 $363K 0.05% +6 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,980 $362K 0.05% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,966 $361K 0.05% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,846 $350K <0.01% +451 13F-HR/A Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,828 $348K 0.01% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,764 $342K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,763 $342K 0.02% -425 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,720 $338K 0.03% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,703 $337K 0.23% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,694 $336K 0.01% -470 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,688 $335K 0.02% -45 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,655 $332K 0.01% +250 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,619 $329K 0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,599 $327K <0.01% -197 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,576 $325K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,574 $325K <0.01% -853 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,572 $325K 0.04% +14 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,571 $325K 0.06% +235 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,552 $323K 0.02% -833 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,550 $323K 0.01% -475 13F-HR Timeline Group