Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,652 $661K 0.19% -72 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6,629 $658K 0.2% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,612 $657K 0.01% -4,164 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,609 $656K 0.03% +345 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,597 $655K 0.01% +1,503 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,595 $655K 0.01% -5,898 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,579 $653K 0.03% -13,137 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,578 $653K 0.06% +53 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 6,563 $652K 0.38% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,560 $652K 0.03% +2,675 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,544 $650K 0.06% -42 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,498 $645K 0.02% +53 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,491 $645K 0.01% -285 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,479 $644K 0.02% +1,317 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,464 $642K 0.05% +271 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,460 $642K 0.01% +872 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 6,450 $641K 0.08% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 6,405 $636K 0.1% 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 6,396 $635K 0.45% -669 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 6,340 $630K 0.02% -3,171 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,338 $629K 0.13% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,334 $629K 0.06% -486 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,311 $627K 0.05% -16 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,309 $627K 0.03% +830 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,263 $622K 0.01% -15 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,260 $622K 0.03% +851 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,210 $617K 0.06% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,162 $612K <0.01% -1,609 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,149 $611K 0.03% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,109 $607K 0.03% +370 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,047 $601K 0.02% +815 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,000 $596K 0.02% +120 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,989 $595K 0.22% -6 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,988 $595K 0.17% -4,572 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,928 $589K 0.01% +1,438 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,880 $584K 0.04% +639 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,861 $582K 0.02% -24 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,803 $576K 0.01% -899 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,788 $575K 0.01% +1,677 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,783 $574K 0.02% +1,826 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 5,766 $573K 0.53% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,756 $572K 0.01% +244 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 5,714 $568K 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,704 $567K 0.02% -1,055 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,701 $566K 0.01% +245 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,697 $566K 0.01% -974 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,696 $566K 0.05% +71 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,664 $563K 0.04% -348 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,646 $561K 0.06% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,645 $561K 0.37% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,627 $559K 0.14% -240 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,616 $558K 0.03% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,606 $557K 0.02% +108 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,554 $552K 0.07% -674 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 5,147 $550K 0.39% -2,544 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,528 $549K 0.02% -16 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 5,524 $549K 0.12% +1 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,520 $548K 0.14% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,500 $546K 0.02% +109 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,494 $546K 0.07% +823 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,484 $545K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,481 $544K 0.02% +287 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,475 $544K 0.05% -192 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,459 $542K 0.03% -258 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,080 $542K 0.07% +1,999 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 5,452 $541K 0.43% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,420 $538K 0.12% -2,293 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,413 $538K 0.01% +943 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,410 $537K 0.07% +159 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,401 $536K 0.02% -184 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,358 $532K 0.03% -71 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,356 $532K 0.18% +25 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,348 $531K 0.01% +1,767 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,324 $529K 0.06% +36 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,277 $524K 0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,234 $520K 0.01% +492 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 5,184 $515K 0.51% 0 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 5,144 $511K 0.27% +19 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,000 $499K 0.04% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,006 $497K 0.15% 13F-HR Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,000 $497K 0.03% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 5,000 $497K 0.34% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,994 $496K 0.05% +677 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,975 $494K 0.36% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,968 $493K 0.01% -2,045 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,964 $493K 0.09% -21,411 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,951 $492K 0.03% -517 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,912 $491K 0.17% -47 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,914 $488K 0.04% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,880 $485K 0.33% -1 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,874 $484K 0.04% -53 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 4,852 $482K 0.14% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,828 $480K 0.49% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,821 $479K 0.01% -457 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,802 $477K 0.1% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,741 $471K 0.01% +390 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,722 $469K 0.26% -685 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,713 $468K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,702 $467K 0.01% +1,407 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,693 $466K 0.04% -758 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,786 $466K 0.06% -8,976 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 4,687 $466K 0.53% +100 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,673 $464K <0.01% -4,452 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,658 $463K 0.08% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,642 $462K <0.01% +514 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,651 $462K 0.05% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,299 $461K 0.33% -360 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,637 $461K 0.01% +66 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,633 $460K 0.01% -145 13F-HR Timeline City State Bank More: the full row for City State Bank 4,621 $459K 0.13% -70 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,608 $458K 0.45% 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,606 $457K 0.05% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,600 $457K 0.18% 0 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 4,592 $456K 0.38% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,591 $456K 0.01% -197 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,579 $455K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,578 $455K 0.01% -6,192 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,566 $453K 0.24% -166 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,542 $451K 0.01% +1,238 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,525 $449K 0.1% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,503 $447K <0.01% -30 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,453 $442K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,452 $442K 0.01% +697 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,449 $442K 0.04% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,446 $442K 0.03% -295 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,428 $440K 0.15% -3,541 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,413 $438K 0.02% +2,002 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,405 $438K 0.07% +5 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,383 $435K 0.02% +994 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,349 $432K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,349 $432K 0.03% +141 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,297 $427K 0.02% -29 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,270 $424K 0.05% -61 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,251 $422K 0.01% +214 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,231 $420K 0.07% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,205 $418K <0.01% +1,866 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,187 $416K 0.01% -13 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,155 $413K 0.03% +1,116 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,125 $410K 0.23% -50 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,122 $409K 0.2% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,117 $409K 0.06% -101 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,101 $407K 0.01% +216 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 4,087 $406K 0.21% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,075 $405K 0.1% -199 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,075 $405K 0.02% -1,677 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,074 $405K 0.09% 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,056 $403K 0.01% -181 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,043 $402K 0.08% +371 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,033 $401K 0.01% +1,031 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,017 $399K 0.12% -105 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,010 $398K 0.1% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,002 $397K 0.12% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,996 $397K 0.11% -10,653 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,004 $397K 0.13% +77 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,993 $397K 0.01% -120 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,990 $396K 0.01% -256 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,968 $394K 0.09% +116 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,953 $393K 0.01% +11 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,952 $392K 0.01% -73 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,930 $390K 0.06% -589 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,763 $388K 0.1% -13 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,902 $388K 0.01% +1 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,873 $385K 0.01% -78 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,870 $384K 0.05% +117 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,859 $383K 0.05% +18 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,850 $382K 0.01% -200 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,844 $382K 0.12% -1,330 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,842 $382K 0.01% +1,648 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,831 $380K 0.16% +146 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,816 $379K 0.2% +32 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,816 $379K 0.05% +1,728 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,816 $379K 0.13% 0 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 3,812 $379K 0.35% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,802 $378K 0.06% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,801 $377K 0.14% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,800 $377K 0.17% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,667 $376K 0.03% +653 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,779 $375K 0.19% +5 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,767 $374K 0.04% +26 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,763 $374K 0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,757 $373K <0.01% +455 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,749 $372K 0.07% +50 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,706 $368K 0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,693 $367K <0.01% -323 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,684 $366K 0.01% +735 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,684 $366K 0.06% -165 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,678 $365K 0.04% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,664 $364K <0.01% -83,142 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,659 $363K <0.01% -146 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,651 $363K 0.06% +521 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,635 $362K 0.02% +1,457 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,631 $361K 0.19% +31 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,604 $358K <0.01% -241 13F-HR Timeline Group WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,604 $358K 0.03% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,572 $355K 0.03% +288 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,571 $355K 0.18% +13 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,530 $351K 0.27% +30 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,514 $349K 0.06% +28 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,512 $349K 0.02% -782 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,504 $348K <0.01% +234 13F-HR Timeline