BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,991 $791K <0.01% +2,786 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 6,960 $788K 0.49% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 6,957 $787K 0.08% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 6,900 $781K 0.03% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,898 $781K 0.4% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,884 $779K 0.02% new 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,881 $779K 0.02% +1,125 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,869 $777K 0.09% +10 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,847 $775K 0.06% +4,117 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,818 $772K 0.04% +239 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,752 $764K 0.02% +4,330 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,743 $763K 0.05% +863 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,726 $761K 0.03% +417 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,692 $757K 0.01% -14,720 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,671 $755K 0.26% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,622 $749K 0.01% +162 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,612 $748K 0.04% -339 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,573 $744K 0.06% -5 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,547 $741K 0.07% +3 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6,513 $737K 0.21% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6,513 $737K 0.21% -116 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,488 $734K 0.09% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,486 $734K 0.02% -12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,896 $732K 0.04% +261 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 6,463 $732K 0.5% +49 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 6,450 $730K 0.09% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,431 $728K 0.23% -349 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,415 $726K 0.04% -311 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,409 $725K 0.06% -55 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,371 $721K 0.21% -281 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,344 $718K 0.02% -135 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,339 $717K 0.05% +28 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,300 $713K 0.01% -566 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,276 $710K 0.03% +16 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,265 $709K 0.01% +2 13F-HR/A Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 6,231 $705K 0.42% -332 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,224 $704K 0.03% +75 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,223 $704K 0.02% +223 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,209 $703K 0.14% +1,245 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,162 $697K 0.08% +3,833 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,162 $697K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,020 $681K 0.02% +1,568 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 6,018 $681K 0.24% +29 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,007 $680K 0.01% +659 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,975 $676K 0.06% -235 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,953 $674K 0.04% +595 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,948 $673K 0.05% -955 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,855 $663K 0.02% +2,818 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,760 $660K 0.01% -168 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,789 $655K 0.03% +125 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,781 $654K 0.02% +2,146 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 5,766 $653K 0.57% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,732 $649K 0.01% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,726 $648K 0.18% +99 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,723 $648K 0.04% +772 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 5,694 $644K 0.1% -711 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,687 $644K 0.06% -9 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,666 $641K 0.03% -48 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,645 $639K 0.43% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,600 $634K 0.01% -97 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 5,600 $634K 0.1% -2,986 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 5,561 $629K 0.08% +7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,530 $626K 0.02% +30 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,528 $626K 0.02% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 5,525 $625K 0.13% +1 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,524 $625K 0.01% -1,073 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,520 $625K 0.02% -86 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,499 $622K 0.05% +24 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,497 $622K 0.09% +87 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,486 $621K 0.02% -297 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,463 $618K 0.04% +4 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 5,452 $617K 0.5% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,445 $616K 0.02% -259 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,394 $611K 0.02% +1,552 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,385 $609K 0.15% -135 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,378 $609K 0.21% +22 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,375 $608K 0.07% +51 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,275 $597K 0.03% -341 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,259 $595K 0.01% +717 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,224 $591K 0.21% +312 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,224 $591K <0.01% +1,560 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 5,184 $587K 0.61% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,165 $585K 0.07% +85 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 5,147 $583K 0.41% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,143 $582K 0.01% -3,752 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,089 $576K 0.01% +348 13F-HR/A Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,000 $566K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,987 $564K 0.06% +1,806 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,986 $564K 0.1% +328 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 563,071 $563K 1.34% +558,096 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 4,942 $559K 0.28% -202 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,916 $556K 0.06% -730 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,914 $556K 0.05% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,890 $553K 0.02% -511 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,888 $553K 0.02% -593 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 4,887 $553K 0.73% +200 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,887 $553K 0.35% +7 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,880 $552K 0.12% +78 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,860 $550K 0.07% -634 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,853 $549K 0.02% +32 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,845 $548K 0.01% -6,594 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 4,800 $543K 0.39% -200 13F-HR Timeline City State Bank More: the full row for City State Bank 4,795 $543K 0.14% +174 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 4,781 $541K 0.15% -71 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,756 $538K 0.53% -72 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,723 $535K 0.23% +4,447 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,717 $534K 0.31% -5 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,716 $534K 0.04% -158 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,713 $533K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,675 $529K 0.01% +42 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,642 $526K <0.01% 0 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,643 $525K 0.16% +1,419 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,632 $524K 0.02% -31,855 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,602 $521K 0.26% +36 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,579 $518K 0.06% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,530 $513K 0.01% +497 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,507 $510K <0.01% +4 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,453 $504K 0.09% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,430 $501K 0.02% +17 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,417 $500K 0.03% +68 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,397 $498K 0.03% -49 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,381 $496K 0.01% +697 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,377 $495K 0.12% -148 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,525 $493K +1,439 Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,349 $492K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,306 $487K 0.01% +205 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,301 $487K 0.01% -39,834 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,292 $486K <0.01% new 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 4,292 $486K 0.17% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,283 $485K 0.06% +413 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,249 $481K 0.37% -50 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,239 $480K 0.05% -31 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,238 $480K 0.03% +83 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,231 $479K 0.04% -462 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,164 $471K 0.08% -67 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,129 $467K 0.1% +86 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,350 $465K 0.01% +1,005 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,074 $461K 0.1% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,073 $461K 0.01% +1,188 13F-HR/A Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,036 $457K 0.11% -39 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,025 $456K 0.26% -100 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,017 $455K 0.14% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,013 $454K 0.11% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,002 $453K 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,998 $452K 0.01% +45 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,992 $452K 0.21% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,984 $451K 0.01% +111 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,977 $450K 0.01% -210 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,970 $449K 0.01% -608 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 3,968 $449K 0.37% -624 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,967 $449K 0.07% -150 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,949 $447K 0.01% -3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,939 $446K 0.14% +95 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,930 $445K 0.07% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,919 $444K 0.02% -378 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,018 $443K 0.12% +14 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,902 $442K 0.07% +1,215 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,885 $440K 0.01% +898 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,870 $438K 0.06% +11 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,861 $437K 0.18% +30 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,383 $435K 0.02% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,846 $435K 0.24% +30 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,845 $435K 0.01% -46,002 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,825 $433K 0.02% -25 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,819 $432K 0.02% -171 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,816 $432K 0.15% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,808 $431K 0.12% +7 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,800 $430K 0.18% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,790 $429K <0.01% +186 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,789 $429K 0.04% +22 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,779 $428K 0.2% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,768 $426K 0.01% -225 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,746 $424K 0.02% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,721 $421K 0.01% +235 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 3,721 $421K 0.06% -3,263 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 3,705 $419K 0.01% -3,772 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,706 $419K 0.02% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,701 $419K 0.01% +232 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,689 $418K <0.01% -68 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,788 $417K 0.03% +216 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,684 $417K 0.07% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,680 $417K 0.06% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,653 $413K 0.07% +2 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,653 $413K 0.06% new 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 3,650 $413K 0.38% -162 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,646 $413K 0.03% -5,014 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,648 $412K 0.11% -115 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,631 $411K 0.27% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,604 $408K 0.04% -74 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,604 $408K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,601 $408K 0.01% -301 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,599 $407K 0.02% +206 13F-HR/A Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,582 $405K 0.19% +11 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,558 $403K 0.31% +28 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,539 $401K 0.07% +25 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,631 $400K 0.19% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,493 $395K 0.02% +558 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,481 $394K <0.01% -575 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,471 $393K <0.01% -9,121 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,463 $392K 0.21% +8 13F-HR Timeline