Sun Financial Inc More: the full row for Sun Financial Inc 11,343 $915K 0.46% +1,174 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,146 $911K 0.05% -19 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,130 $910K 0.01% -21,075 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 12,033 $877K 0.15% +9,505 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 12,559 $870K 0.6% -770 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,493 $866K 0.15% -528 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,406 $860K 0.02% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,392 $859K 0.01% +600 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,894 $824K 0.09% +8,293 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 11,776 $816K 0.06% -521 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,721 $812K 0.02% +2,460 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 11,604 $804K 0.04% -4,000 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,535 $799K 0.01% -22,900 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 11,481 $796K 0.03% -2,272 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,450 $793K 0.02% -1,650 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 11,378 $788K 0.01% -609 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 9,029 $788K 0.53% +269 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,376 $788K 0.02% -25,975 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 11,356 $787K 0.05% +351 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,199 $776K 0.01% -793 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 10,000 $766K 0.15% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,026 $764K 0.01% -3,361 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,015 $763K 0.11% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,991 $762K 0.04% +177 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 10,739 $744K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,703 $742K 0.02% +617 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,703 $742K 0.03% -197,550 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,680 $740K 0.01% -3,301 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,670 $739K <0.01% +7,100 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 10,666 $739K 0.73% -550 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,609 $735K 0.04% +163 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,560 $732K 0.02% -1,752 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,463 $725K 0.01% -186 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,328 $724K 0.05% +5,590 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,426 $723K <0.01% +1,914 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 10,162 $704K 0.28% -1,318 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,097 $700K 0.13% -1,320 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 10,024 $695K 0.21% +2,931 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,000 $693K 0.01% new 13F-HR Timeline Group Deeter Investments LLP More: the full row for Deeter Investments LLP 10,000 $693K 0.12% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,982 $692K 0.24% +2,050 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,917 $687K 0.04% +6,644 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,881 $685K 0.08% +1,195 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,545 $685K 0.01% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,850 $683K 0.29% +4,800 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,814 $680K 0.02% -22,116 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,779 $677K <0.01% -282 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,648 $669K 0.09% +936 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 9,594 $665K 0.03% +6,777 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,568 $663K 0.01% -105,094 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 9,519 $660K 0.02% +4,741 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 9,339 $652K 0.02% +3,855 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,387 $651K 0.02% -1,164 13F-HR/A Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 9,347 $648K 0.35% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 9,851 $642K 0.01% -6,005 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,254 $641K 0.15% +947 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 9,196 $637K 0.08% -3,638 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 9,129 $633K 0.13% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,476 $626K 0.02% +5,395 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,008 $624K 0.05% -74,518 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,964 $621K 0.01% new 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,916 $618K 0.04% -1,816 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,900 $617K 0.05% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,860 $614K <0.01% +4,797 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,778 $608K 0.08% +3,253 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,756 $607K 0.04% -1,129 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,750 $606K 0.01% -1,889 13F-HR Timeline Group Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 8,701 $603K 0.48% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,672 $601K 0.04% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 8,645 $599K 0.16% -1,050 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 8,506 $589K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,501 $589K 0.01% -5,409 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,492 $588K 0.04% +349 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,482 $588K 0.05% new 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,471 $587K 0.19% +16 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,470 $587K 0.02% -772 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 8,433 $584K <0.01% -27,560 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,431 $584K 0.01% -1,325 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,403 $582K 0.15% -7,499 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,383 $581K 0.02% -751 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 8,360 $579K 0.52% +6,267 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 8,329 $577K 0.41% +1,750 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,216 $569K 0.01% -1,134 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,216 $569K 0.01% +3,868 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,214 $569K <0.01% -51 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8,203 $568K 0.06% -4,015 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,142 $564K 0.4% -196 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,105 $562K 0.11% +312 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,090 $561K 0.02% -240 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,045 $558K 0.07% +1,648 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 8,025 $556K 0.3% -576 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 8,000 $554K 0.02% -3,000 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 8,000 $554K 2.97% -7,000 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 8,000 $554K 0.48% new 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 7,969 $552K 0.18% -105 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 7,866 $545K 0.41% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,783 $539K 0.03% -1,575 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 7,720 $535K <0.01% -8,230 13F-HR Timeline Group RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 7,715 $535K 0.46% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,705 $534K 0.02% +929 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,741 $531K 0.01% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 7,600 $527K 0.09% +1,100 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,020 $523K 0.03% +2,466 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 7,532 $522K 0.15% -900 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,502 $520K 0.04% -469 13F-HR Timeline Sentinel Dome Partners, LLC More: the full row for Sentinel Dome Partners, LLC 7,500 $520K 0.49% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,496 $519K 0.05% +1,396 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,388 $512K 0.02% 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,387 $512K 0.14% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,350 $509K <0.01% +3,344 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,315 $507K 0.02% -1,774 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,271 $504K 0.07% +453 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,243 $502K 0.08% +139 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,140 $495K 0.02% +1,969 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 7,140 $495K 0.13% +7,015 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,130 $494K 0.06% +5,024 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,458 $491K 0.16% +3,423 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,065 $490K 0.18% -3,266 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,055 $489K 0.02% 0 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,028 $487K 0.02% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,025 $487K 0.03% new 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 7,010 $486K 0.31% +77 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,991 $484K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,935 $481K 0.01% -15 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,928 $480K 0.05% +11 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,904 $478K 0.01% -204 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,879 $477K 0.09% -7,316 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,798 $471K <0.01% +909 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,787 $470K 0.01% +776 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,734 $467K 0.08% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,681 $463K 0.02% -40 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,624 $459K 0.05% -4,334 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,619 $459K 0.03% +999 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 7,021 $457K <0.01% -165,949 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,570 $455K 0.02% +669 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 6,536 $453K 0.27% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,998 $452K 0.02% -2,300 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 6,514 $451K 0.01% +100 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,500 $450K 0.05% -2,050 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 6,500 $450K 0.08% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,460 $448K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,821 $444K 0.03% +851 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,392 $443K 0.03% -796 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,376 $442K 0.06% -907 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 6,326 $438K 0.07% -2,107 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,316 $438K 0.06% -1,926 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,032 $437K 0.01% -1,769 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,294 $436K 0.02% +1,082 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,252 $433K +2,526 Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,237 $432K 0.02% new 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,257 $431K 0.01% -884 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,183 $428K <0.01% -5,751 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 6,150 $426K 0.15% new 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 6,114 $424K 0.36% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,493 $423K 0.02% +618 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,024 $417K 0.01% -65,321 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,023 $417K 0.03% new 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,017 $417K 0.04% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,000 $416K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,987 $415K 0.02% -42,827 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,978 $414K 0.06% +695 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,975 $414K 0.02% +2,353 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,959 $413K 0.06% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,948 $412K 0.4% -2,202 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,918 $410K 0.01% +270 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,917 $410K <0.01% -1,882 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 5,902 $409K 0.21% +1,121 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,849 $405K 0.05% +42 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,808 $402K 0.01% -34,890 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,748 $398K 0.04% -203 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,734 $397K 0.04% -131 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,729 $397K <0.01% +171 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,473 $396K 0.01% -721 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,658 $392K 0.04% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,650 $392K 0.01% +1,500 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,605 $388K 0.21% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,513 $382K <0.01% +370 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,500 $381K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,488 $380K <0.01% -29,929 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,384 $378K 0.02% +859 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,443 $377K 0.01% -919 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,426 $376K 0.23% +1,279 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,341 $370K 0.01% +421 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,324 $369K 0.1% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,311 $368K 0.19% -2,156 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,793 $368K 0.04% +1,180 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,303 $367K 0.02% +899 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,273 $365K 0.16% +685 13F-HR/A Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 5,265 $365K 0.13% 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,200 $360K <0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,182 $359K 0.02% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,129 $355K <0.01% +165 13F-HR/A Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 5,100 $353K 0.23% +200 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,071 $351K 0.19% +558 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,000 $346K 0.04% -22,326 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,989 $346K 0.04% +2,284 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,975 $345K 0.15% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,885 $339K 0.29% +2,090 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,848 $336K 0.03% +503 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,842 $336K 0.11% -802 13F-HR Timeline