Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,510 $2.23M 0.11% -368 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,297 $2.18M 0.04% +934 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,284 $2.17M 0.3% +180 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,240 $2.16M 0.48% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,094 $2.15M 0.1% +1,113 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,117 $2.13M 0.4% -15 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 8,076 $2.12M 0.01% -18,272 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 8,073 $2.12M 0.81% -100 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,004 $2.1M 0.16% -107 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,003 $2.1M 0.01% +2,036 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,890 $2.09M 0.03% -1,155 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,939 $2.08M 1.17% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,173 $2.08M 0.14% +204 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 7,838 $2.06M 0.08% -10 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,766 $2.04M 0.38% -131 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 7,765 $2.04M 0.1% -238 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 7,716 $2.03M 0.3% -1,971 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,695 $2.02M 0.18% +1,284 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 7,676 $2.02M 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,537 $1.98M 0.04% +1,609 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,535 $1.98M 0.07% 0 13F-HR Timeline Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 7,523 $1.97M 1.58% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,453 $1.96M 0.12% -127 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,451 $1.96M 0.95% -61 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,425 $1.95M 0.01% +246 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,417 $1.95M 0.24% +20 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 7,320 $1.92M 0.87% -465 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 7,197 $1.89M 0.11% -24,836 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,185 $1.89M 0.06% +58 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,182 $1.89M +565 Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,173 $1.88M 0.16% -1,589 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,163 $1.88M 0.54% -12 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,160 $1.88M 0.11% -752 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,115 $1.87M 0.05% +1,331 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,106 $1.87M 0.02% +2,694 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,074 $1.86M 0.04% -4,171 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,061 $1.85M 0.11% -150 13F-HR Timeline Group Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 7,050 $1.85M 0.44% +1,147 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 6,972 $1.83M 0.33% -108 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,967 $1.83M 0.03% +668 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,931 $1.82M 0.07% -5,336 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,868 $1.8M 0.29% -1,489 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,864 $1.8M 1.06% +207 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,811 $1.79M 0.49% +62 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,760 $1.77M 0.1% -192 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,715 $1.76M 0.07% +1,360 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 6,619 $1.74M 0.03% -70 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,601 $1.73M 0.1% +17 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,537 $1.73M 0.07% +416 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 6,570 $1.72M 0.23% -241 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,558 $1.72M 0.31% +2 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,500 $1.71M 0.02% 0 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,493 $1.7M 0.27% -157 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,474 $1.7M 0.03% -1,297 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,436 $1.69M 0.08% +1,593 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,426 $1.69M 0.29% -73 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,384 $1.68M 0.14% +63 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,386 $1.68M 0.61% +28 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 6,363 $1.67M 0.17% +425 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,370 $1.67M 0.01% +1,495 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,370 $1.67M 0.03% -55 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,353 $1.67M 0.09% +989 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,335 $1.66M 0.02% +61 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 6,300 $1.65M 0.01% new 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,296 $1.65M 0.08% +89 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 6,294 $1.65M 1.09% +182 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 6,214 $1.63M 0.02% +684 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,200 $1.63M 0.87% -75 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 6,127 $1.61M <0.01% -4,523 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,119 $1.61M 0.03% +136 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,108 $1.6M 0.04% +357 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 6,070 $1.59M 0.04% +310 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 6,000 $1.59M 0.09% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,049 $1.59M 0.09% +2,484 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,045 $1.59M 0.56% +80 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,034 $1.58M 0.19% -51 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,032 $1.58M 0.03% +3,425 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,004 $1.58M 0.02% -703 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,987 $1.57M 0.03% -222 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,985 $1.57M 0.16% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,977 $1.57M 0.07% +172 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,965 $1.57M 0.81% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,942 $1.56M 0.02% +3,918 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,933 $1.56M 0.49% +68 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,920 $1.55M 0.55% 0 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) 5,890 $1.55M 0.04% +1,582 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 5,834 $1.53M 0.29% -6,534 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,832 $1.53M 0.07% -264 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,830 $1.53M 0.13% -80 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,813 $1.53M 0.06% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 5,782 $1.52M 0.29% -3,684 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,753 $1.51M 0.06% +60 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,686 $1.49M 0.19% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,658 $1.49M 0.11% 0 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 5,657 $1.49M 0.1% -3,700 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,637 $1.48M 0.13% -230 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,628 $1.48M 0.07% -229 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,589 $1.47M 0.02% -76 13F-HR Timeline Turas Capital Management LP More: the full row for Turas Capital Management LP 5,565 $1.46M 0.49% 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,561 $1.46M 0.32% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,549 $1.46M 0.48% -15 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,533 $1.45M 0.04% +366 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,518 $1.45M 0.03% -332 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,444 $1.43M 0.09% -617 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 5,440 $1.43M 0.29% +33 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,385 $1.41M 0.01% +80 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,380 $1.41M 0.38% +277 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,369 $1.41M 0.52% +418 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 5,345 $1.4M 0.52% +428 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,341 $1.4M 0.18% -129 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,306 $1.39M 0.14% -942 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,287 $1.39M 1.25% -230 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,270 $1.38M 0.02% +150 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,250 $1.38M <0.01% -10,191 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,221 $1.37M 0.05% -270 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,176 $1.36M 0.73% -172 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,168 $1.36M 0.02% -169 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,085 $1.33M 0.45% -20 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,070 $1.33M 0.09% +466 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,062 $1.33M 0.02% +1,436 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,036 $1.32M 0.02% -337 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,028 $1.32M 0.1% +70 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 5,025 $1.32M 0.44% +375 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,841 $1.32M 0.17% -1,383 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,007 $1.31M 0.42% -605 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,985 $1.31M 0.05% +2,508 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,964 $1.3M 0.06% 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,960 $1.3M 0.74% -60 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,945 $1.3M 0.26% -196 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,942 $1.3M 0.04% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,934 $1.3M 0.02% +17 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,932 $1.29M 0.03% -95 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,912 $1.29M 0.52% +188 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,920 $1.29M 0.09% -24 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,912 $1.29M 0.02% -568 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,906 $1.29M 0.01% +163 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,883 $1.28M 0.03% +75 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,877 $1.28M 0.01% +632 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 4,878 $1.28M 0.63% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,866 $1.28M 0.01% +12 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,855 $1.27M 0.05% +296 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,843 $1.27M 0.04% -31,813 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,823 $1.27M 0.04% -187 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,788 $1.26M 0.03% +10 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,776 $1.25M 0.04% -11 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,769 $1.25M 0.38% -340 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,768 $1.25M 0.49% +43 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,767 $1.25M 0.03% +151 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,732 $1.24M -94 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,717 $1.24M 0.01% -32 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,713 $1.24M 0.24% -32 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,678 $1.24M 0.02% +779 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,606 $1.21M 0.03% -292 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,537 $1.19M 0.72% +1,463 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,483 $1.18M <0.01% -649 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,482 $1.18M 0.04% -140 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,443 $1.17M 0.02% +723 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,441 $1.17M -313 Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,435 $1.16M 0.53% +34 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,420 $1.16M 0.37% +230 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,417 $1.16M 0.15% -211 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,356 $1.15M 0.03% -36 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,333 $1.14M 0.01% -1,367 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,265 $1.12M 0.35% -60 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,261 $1.12M 0.07% +63 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,252 $1.12M 0.04% +210 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 4,142 $1.11M 0.84% +50 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,233 $1.11M 0.02% -65 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,178 $1.1M 0.02% +1,774 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,160 $1.09M 0.23% -103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M&G PLC in group M&G PLC More: the full row for M&G PLC 4,150 $1.09M 0.01% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,154 $1.09M 0.02% +53 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 4,150 $1.09M 0.8% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,128 $1.08M 0.02% -2,044 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,094 $1.08M 0.21% +4,044 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,089 $1.07M 0.15% -618 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,044 $1.06M 0.01% +235 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,007 $1.05M 0.15% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,997 $1.05M 0.01% new 13F-HR Timeline Group Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 3,997 $1.05M 0.99% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,988 $1.05M 0.03% new 13F-HR/A Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,961 $1.04M 0.41% -162 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,942 $1.03M 0.55% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,938 $1.03M 0.02% -4,443 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 3,932 $1.03M 0.78% 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,928 $1.03M 0.28% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,925 $1.03M 0.03% 0 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 3,918 $1.03M 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,902 $1.02M 0.04% +916 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,867 $1.02M 1.04% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,857 $1.01M 0.9% -7 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 3,848 $1.01M +19 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,843 $1.01M 0.03% -133 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,830 $1.01M 0.05% -11 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,815 $1M <0.01% -666,963 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,814 $1M 0.06% +137 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,801 $998K 0.08% -8 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,775 $994K 0.02% +125 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,778 $992K 0.15% +451 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,762 $988K 0.08% -15 13F-HR Timeline