EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,448 $416K 0.01% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,468 $415K 0.13% -5 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,453 $413K 0.04% -1,200 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,409 $413K <0.01% +850 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,448 $412K 0.2% +1 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,386 $410K 0.07% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,420 $409K 0.02% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,401 $407K 0.14% -504 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,385 $405K 0.02% -30 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,371 $403K 0.01% -102 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,367 $403K <0.01% +1,231 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,364 $402K 0.02% -845 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,364 $402K 0.04% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,345 $400K 0.04% +492 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,333 $399K 0.05% -308 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,320 $397K 0.03% +34 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,300 $395K 0.04% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,300 $395K 0.33% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,297 $394K 0.04% -674 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,291 $394K 0.1% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,289 $393K 0.01% +1,451 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,284 $393K 0.01% -275 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,279 $392K 0.02% -244 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,231 $386K 0.19% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,125 $385K 0.21% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,196 $382K 0.04% 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,192 $382K 0.11% -181 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,188 $381K 0.09% +304 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,155 $379K 0.17% +532 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,157 $378K 0.03% +227 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,152 $377K 0.05% +596 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 3,149 $377K 0.05% +586 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,146 $376K 0.18% +112 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,136 $375K 0.01% -30 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,120 $373K 0.03% +133 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,096 $370K 0.01% +1,089 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,084 $369K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,076 $368K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,061 $366K <0.01% -1,143 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,058 $366K <0.01% -862 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,041 $364K 0.07% -746 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,000 $359K 0.04% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,000 $359K 0.01% -11,880 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,979 $356K 0.03% +8 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,940 $352K 0.03% -110 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,925 $350K 0.17% +156 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,918 $349K 0.01% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,915 $349K 0.18% 0 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 2,914 $349K 0.15% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,850 $341K 0.03% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,850 $341K 0.17% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,845 $340K 0.05% +14 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 2,828 $338K 0.02% -87 13F-HR Timeline Group Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,825 $338K 0.24% +1,086 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,825 $338K 0.25% -6,101 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,820 $337K 0.05% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,815 $337K 0.02% -318 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,811 $336K 0.01% -416 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,808 $336K 0.02% +33 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,808 $336K 0.13% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,803 $335K 0.08% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,803 $335K 0.06% +101 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,767 $331K 0.19% -758 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,765 $331K 0.01% -21 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,754 $329K 0.01% -3,233 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,748 $329K 0.01% +128 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,731 $327K 0.12% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,720 $325K 0.03% 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,712 $324K 0.02% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,613 $324K 0.29% +188 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,707 $324K 0.03% -189 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,701 $323K 0.31% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,700 $323K 0.02% -160 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,687 $321K 0.02% +55 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,682 $321K 0.01% -140 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,675 $320K 0.2% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,653 $317K 0.08% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,650 $317K 0.27% -500 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,646 $316K 0.1% -201 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,646 $316K 0.01% -2,042 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,641 $316K 0.02% -1,654 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,636 $315K 0.17% +27 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,620 $313K 0.02% +21 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,646 $313K 0.01% +161 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,618 $313K 0.04% +541 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,606 $312K 0.21% +224 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,601 $311K 0.14% -3 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,600 $311K 0.03% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,579 $308K 0.13% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,548 $305K 0.07% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,547 $305K 0.05% -133 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,535 $303K 0.22% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,533 $303K 0.04% -43 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,524 $302K 0.02% +219 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,522 $302K 0.02% -210 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,505 $301K 0.06% +225 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,516 $301K 0.02% -480 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,524 $301K 0.08% +259 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,510 $300K 0.04% +192 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,483 $297K 0.4% +599 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,483 $297K 0.02% +3 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,482 $297K 0.02% -24 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,478 $296K 0.14% -85 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,478 $296K 0.11% +22 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,474 $296K 0.02% +21 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,464 $295K 0.1% new 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,462 $294K 0.22% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,461 $294K 0.02% +507 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,458 $294K 0.1% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,418 $289K 0.01% -1,126 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,406 $288K 0.03% +303 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,397 $287K 0.01% +11 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,363 $283K 0.06% -35 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,269 $281K 0.09% +376 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,343 $280K 0.21% +35 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,329 $279K 0.03% +5 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,260 $278K 0.1% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,319 $277K 0.01% -5,981 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,308 $276K 0.02% -241 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,306 $276K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,300 $275K 0.03% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,299 $275K 0.12% -1,505 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,298 $275K <0.01% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,295 $275K 0.02% -851 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,287 $274K 0.01% +202 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,276 $272K 0.01% +386 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,268 $271K 0.03% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,252 $269K 0.17% -22 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,249 $269K <0.01% -144 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,248 $269K 0.02% +161 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,234 $267K 0.03% +114 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,231 $267K 0.06% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,222 $266K 0.01% +27 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,219 $265K 0.03% -23,587 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,210 $264K 0.02% +631 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,198 $263K 0.21% -1,059 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,198 $263K 0.01% -439 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,196 $263K 0.16% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,188 $262K 0.09% +95 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,180 $261K <0.01% +1,117 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,175 $260K 0.04% +223 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,171 $260K 0.12% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,170 $260K 0.02% +59 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,169 $259K 0.07% new 13F-HR Timeline Group Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,164 $259K 0.09% +184 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,160 $258K 0.01% -2,104 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,153 $258K 0.09% new 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,151 $257K 0.02% -319 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,128 $255K 0.02% +491 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,100 $251K <0.01% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,090 $250K 0.08% -251 13F-HR/A Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 2,079 $249K 0.07% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,070 $248K 0.02% -2,729 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,046 $245K 0.02% +3 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,044 $244K 0.03% -476 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,035 $243K 0.08% +100 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,034 $243K 0.08% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,033 $243K 0.06% -784 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,023 $242K 0.01% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,008 $240K 0.03% -1,691 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,003 $240K 0.01% -356 13F-HR Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 2,000 $239K 0.02% 0 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,987 $238K 0.09% -99 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,969 $235K 0.02% +140 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,958 $234K 0.13% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,954 $234K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,948 $233K 0.05% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,935 $231K 0.03% new 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,921 $230K 0.02% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,917 $229K 0.16% +34 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,961 $229K 0.1% +856 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,909 $228K 0.13% +21 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,907 $228K 0.13% -105 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,906 $228K 0.02% -284 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,903 $228K 0.08% -46 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,894 $227K 0.1% -104 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,895 $226K 0.02% +91 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,885 $225K 0.06% -197 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,884 $225K 0.01% +115 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,883 $225K 0.02% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,882 $225K 0.04% -206 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,882 $225K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,874 $224K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,871 $224K 0.02% +205 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,871 $224K <0.01% -2,879 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,867 $223K 0.03% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,863 $223K 0.03% -36 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,858 $222K 0.02% -168 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,851 $221K <0.01% -24,422 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,844 $221K 0.02% -147 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,895 $220K 0.1% +30 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,829 $219K 0.02% -1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,822 $218K 0.01% 0 13F-HR Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,818 $217K 0.03% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,814 $217K 0.05% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,753 $217K 0.12% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,802 $216K 0.11% +53 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,801 $215K 0.13% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,800 $215K <0.01% -500 13F-HR Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 1,796 $215K 0.08% 0 13F-HR Timeline