Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,762 $2.39M 0.2% +1,562 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,700 $2.38M 0.19% -1,647 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 8,687 $2.38M 0.57% +175 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,618 $2.36M 0.02% +1,392 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,571 $2.35M 0.04% +1,193 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,486 $2.32M <0.01% +2,183 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,381 $2.3M 0.05% +81 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,357 $2.29M 0.36% 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 8,173 $2.24M 0.88% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,132 $2.23M 0.44% -20 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,111 $2.22M 0.17% -105 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,104 $2.22M 0.32% +166 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,089 $2.22M 0.01% +1,192 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,090 $2.22M 0.05% +5,096 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 8,083 $2.21M 0.27% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,003 $2.19M 0.11% +387 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,969 $2.18M 0.15% -289 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,912 $2.17M 0.02% +153 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,912 $2.17M 0.13% -229 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,897 $2.16M 0.42% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 7,848 $2.15M 0.07% 0 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 7,833 $2.15M 0.01% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 7,785 $2.13M 0.89% +7,624 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,771 $2.13M 0.03% -1,765 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,681 $2.1M 0.85% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,580 $2.08M 0.13% -90 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,535 $2.06M 0.07% -88 13F-HR Timeline Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 7,523 $2.06M 1.46% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,512 $2.06M 0.98% -22 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,397 $2.03M 0.26% +1,908 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,363 $2.02M 0.08% +1,058 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,211 $1.97M 0.12% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,179 $1.97M 0.01% -571 13F-HR/A Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,175 $1.97M 0.58% -14 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,080 $1.96M 0.37% -11 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,127 $1.95M 0.06% +395 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,952 $1.9M 0.11% +1,354 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,883 $1.88M 0.12% +1,291 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,873 $1.88M 0.06% +3,846 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,858 $1.88M 0.03% +658 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,981 $1.87M 0.25% +30 13F-HR/A Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 6,811 $1.87M 0.25% +42 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,805 $1.86M 0.07% +689 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,782 $1.86M 0.02% -731 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,777 $1.86M 0.04% -88 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,749 $1.85M 0.51% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,584 $1.84M 0.11% +157 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,707 $1.84M 0.03% +937 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 6,700 $1.83M 0.06% -1,200 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 6,689 $1.83M 0.03% -254 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,657 $1.82M 1.07% +100 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,650 $1.82M 0.25% -3,345 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,626 $1.81M 0.03% +1,666 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,617 $1.81M -62,062 Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,562 $1.8M 0.07% -11,001 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,561 $1.8M 0.24% -339 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,556 $1.8M 0.31% -51 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,500 $1.78M 0.03% +1,000 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,425 $1.76M 0.04% -174 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,411 $1.76M 0.15% -361 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,408 $1.75M 0.27% -631 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,358 $1.74M 0.63% +264 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,321 $1.74M 0.15% -129 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,299 $1.73M 0.03% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,224 $1.72M 0.23% +448 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,275 $1.72M 0.93% +52 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,274 $1.72M 0.02% +310 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,248 $1.71M 0.18% -82 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,209 $1.7M 0.03% -1,721 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,207 $1.7M 0.08% -292 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 6,200 $1.7M 1.32% -46,100 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,172 $1.69M 0.03% -1,004 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 6,112 $1.67M 1.12% +193 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,121 $1.67M 0.1% +1,304 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,096 $1.67M 0.08% -412 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,085 $1.67M 0.22% -73 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,061 $1.66M 0.1% -38 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,016 $1.65M 0.83% +4,183 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,983 $1.64M 0.04% +1,267 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,967 $1.63M 0.01% +411 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,965 $1.63M 0.89% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,965 $1.63M 0.6% -132 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,938 $1.63M 0.18% +154 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,928 $1.62M 0.03% +451 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,920 $1.62M 0.62% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,910 $1.62M 0.14% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 5,903 $1.62M 0.42% -720 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,890 $1.61M 0.04% +270 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,867 $1.61M 0.15% -319 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,865 $1.61M 0.53% +32 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,857 $1.6M 0.08% -540 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,850 $1.6M 0.04% -5,570 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,805 $1.59M 0.07% +4,403 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,784 $1.59M 0.05% -54 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,751 $1.58M 0.05% +198 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 5,760 $1.58M 0.03% +70 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,752 $1.58M 0.21% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,700 $1.56M 0.02% -186 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,693 $1.56M 0.06% -51 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,665 $1.55M 0.02% +19 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,658 $1.55M 0.12% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,612 $1.54M 0.49% +405 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 5,590 $1.53M 0.03% +4,507 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,564 $1.52M 0.53% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,499 $1.52M 0.3% -137 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,530 $1.51M 0.02% -48,509 13F-HR/A Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,517 $1.51M 1.37% -220 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,491 $1.5M 0.06% -131 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 6,441 $1.5M 0.03% -41 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,480 $1.5M 0.02% +134 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,470 $1.5M 0.19% -305 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,452 $1.49M 0.09% -1,609 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 5,407 $1.48M 0.3% -843 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,373 $1.47M 0.03% +191 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,364 $1.47M 0.08% +3,320 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 5,359 $1.47M 1.84% +798 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,348 $1.46M 0.85% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,337 $1.46M 0.02% -230 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,355 $1.46M 0.06% +1,560 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,305 $1.45M 0.01% +248 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,167 $1.42M 0.05% +68 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,132 $1.41M <0.01% -62 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,141 $1.41M 0.27% +134 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,120 $1.4M 0.02% +481 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 5,109 $1.4M 0.41% -157 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,105 $1.4M 0.57% -24 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,103 $1.4M 0.38% +831 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,082 $1.39M 0.01% -87,834 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,027 $1.38M 0.03% +16 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,020 $1.37M 0.79% -100 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,010 $1.37M 0.04% +21 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,944 $1.37M 0.1% +5 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,002 $1.37M <0.01% -152 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,958 $1.36M 0.1% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,951 $1.36M 0.5% +66 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,942 $1.35M 0.04% -424 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4,917 $1.35M 0.49% +5 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,917 $1.35M 0.02% -730 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,898 $1.34M 0.03% +4 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 4,878 $1.34M 0.66% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,875 $1.34M 0.01% -435 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,854 $1.33M 0.01% +469 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,843 $1.33M 0.07% +1,290 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,826 $1.32M +43 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,812 $1.32M 0.03% +3,219 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,808 $1.32M 0.06% +334 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,805 $1.32M 0.07% -233 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,787 $1.31M 0.04% +228 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,778 $1.31M 0.04% -8 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,754 $1.3M -192 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,749 $1.3M 0.02% +70 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,745 $1.3M 0.25% -71 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,743 $1.3M 0.01% +2,524 13F-HR/A Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,724 $1.3M 0.56% +92 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,725 $1.29M 0.52% +105 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,707 $1.29M 0.18% -61 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,650 $1.27M 0.44% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,628 $1.27M 0.18% -139 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,622 $1.27M 0.04% -3 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,616 $1.26M 0.03% -84 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,604 $1.26M 0.09% -19 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,559 $1.25M 0.05% +3,762 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,465 $1.22M 0.03% +225 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,412 $1.21M 0.02% +768 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,392 $1.21M 0.03% +285 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,401 $1.21M 0.42% +101 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,325 $1.18M 0.42% +10 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) 4,308 $1.18M 0.03% -10,572 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,298 $1.18M 0.02% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,267 $1.17M 0.04% -59 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,263 $1.17M 0.26% +347 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,257 $1.17M 0.21% 0 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,250 $1.16M 0.09% +1,822 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,245 $1.16M 0.01% -2,333 13F-HR/A Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,198 $1.15M 0.08% -376 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,190 $1.15M 0.37% +170 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,150 $1.14M 0.01% -271 13F-HR Timeline Group Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 4,150 $1.14M 0.89% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,123 $1.13M 0.44% -71 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,112 $1.13M 0.09% +2,950 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,101 $1.12M 0.03% -188 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 4,092 $1.12M 0.89% +33 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,060 $1.11M 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,042 $1.11M 0.04% -262 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,976 $1.09M 0.04% +482 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,943 $1.08M 0.26% +702 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,942 $1.08M 0.6% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,925 $1.07M 0.03% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,899 $1.06M 0.02% +607 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,885 $1.06M 0.31% -9,785 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,864 $1.06M 0.96% -65 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,844 $1.05M 0.04% -1,811 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,841 $1.05M 0.05% +153 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 3,829 $1.05M -158 Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,809 $1.04M 0.01% +10 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,809 $1.04M 0.09% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,808 $1.04M 0.04% -23 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,777 $1.03M 0.09% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,775 $1.03M 0.35% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,746 $1.03M 0.06% -9 13F-HR Timeline Group