Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,346 $1.42M 0.08% +2,993 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,133 $1.41M 0.18% 0 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,130 $1.41M 0.14% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,116 $1.41M 0.08% +49 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,106 $1.41M 0.17% +545 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 6,100 $1.41M 0.16% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,092 $1.4M 0.01% +558 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 6,071 $1.4M 0.07% +38 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,004 $1.38M 0.23% +1,085 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,001 $1.38M 0.13% +33 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,996 $1.38M 0.01% +467 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,990 $1.38M 0.04% +197 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,969 $1.38M 0.54% -1,411 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,858 $1.35M 0.24% -1,828 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,037 $1.35M 0.24% +3,653 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 5,800 $1.34M 0.26% +4,822 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 5,784 $1.33M 2.28% -5,872 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,781 $1.33M 0.05% -366 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,702 $1.31M 0.01% +949 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,688 $1.31M 0.19% +2,846 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,677 $1.31M 0.1% +1,781 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,662 $1.3M 0.02% +420 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 5,658 $1.3M 0.02% +528 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,650 $1.3M 0.11% +4,590 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,647 $1.3M 0.02% -4,623 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,610 $1.29M 0.38% +745 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,610 $1.29M 0.16% -779 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,604 $1.29M 0.02% +378 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,587 $1.29M 0.01% +2,613 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 5,546 $1.28M 0.11% +4,267 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,507 $1.27M 0.18% +20 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,500 $1.27M +335 Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,483 $1.26M 0.03% +10 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,487 $1.26M 0.04% -1,093 13F-HR Timeline Group Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 5,462 $1.26M 0.72% +851 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,445 $1.26M 0.03% -197 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,410 $1.25M 0.01% -1,581 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,409 $1.25M 0.03% +352 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,405 $1.25M 0.03% +619 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,401 $1.24M 0.73% new 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 5,400 $1.24M 0.78% -906 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,361 $1.24M 0.1% -645 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,348 $1.23M 0.12% +818 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 5,309 $1.22M 0.22% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,270 $1.21M 0.1% +980 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,250 $1.21M 0.43% -1,386 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,219 $1.2M 0.14% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,192 $1.2M 0.02% +2,055 13F-HR/A Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 5,112 $1.18M 1.13% -3,324 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,081 $1.17M 0.15% -121 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 5,078 $1.17M 0.58% +61 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,043 $1.16M 1% +334 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,036 $1.16M 0.01% +136 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,017 $1.16M 0.08% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,981 $1.15M 0.1% +1,373 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,933 $1.14M 0.09% -3 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,931 $1.14M 0.1% -1,699 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 4,930 $1.14M 0.02% -2 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,916 $1.13M 0.64% +236 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,909 $1.13M 0.03% -147 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,892 $1.13M 0.08% +35 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,887 $1.13M 0.04% -36 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 4,877 $1.12M 0.48% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,836 $1.11M <0.01% +790 13F-HR Timeline Group Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 4,790 $1.1M 6.15% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,750 $1.09M 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,746 $1.09M 0.02% -130 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,742 $1.09M 0.02% +880 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,643 $1.07M 0.03% +361 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,615 $1.06M 0.03% +176 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,544 $1.05M 0.11% +37 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,526 $1.04M 0.01% +1,829 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,465 $1.03M 0.35% +16 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,460 $1.03M 0.05% -113 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,454 $1.03M 0.02% +264 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,463 $1.03M 0.04% +165 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 4,414 $1.02M 0.6% +2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,361 $1.01M 0.19% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,314 $994K 0.3% +143 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,292 $989K 0.15% -575 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,288 $988K +2,595 Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,368 $974K 0.01% -583 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,195 $967K 0.26% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,178 $963K 0.06% +876 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 4,150 $957K 0.98% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,108 $947K <0.01% +229 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,229 $943K 0.01% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,060 $936K 0.12% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,000 $935K 0.06% -110 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,053 $934K 0.03% +1,043 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,052 $934K 0.23% +1,951 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,025 $928K 0.03% -70 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,012 $925K 0.34% +109 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,000 $922K 0.04% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,000 $922K 0.09% -3,750 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,912 $902K 0.3% +85 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,834 $883K 0.09% -73 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,827 $882K 0.14% 0 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 3,808 $878K 0.02% -307 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,800 $876K 0.01% +527 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,798 $875K 0.01% -26,419 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,797 $875K 0.02% -2,822 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,789 $873K 0.38% -54 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,777 $870K 0.24% +27 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,776 $870K 0.04% -235 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,775 $870K 0.11% +567 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,757 $866K 0.48% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,751 $864K 0.04% +119 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,731 $860K 0.02% +181 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,705 $854K 0.29% -200 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,680 $848K 0.01% +582 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,590 $827K 0.03% +252 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 3,588 $827K 0.07% +644 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,586 $827K 0.01% +349 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,556 $820K 0.14% +470 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 3,550 $818K 0.04% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,520 $811K 0.38% -26 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 3,480 $802K 0.45% +1,380 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,474 $801K 0.19% -169 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,405 $785K 0.06% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,370 $777K 0.17% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,356 $773K 0.22% -1,397 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,352 $773K 0.04% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,329 $767K 0.01% +986 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,322 $766K 0.01% +1,933 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,310 $763K 0.02% +92 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,300 $761K 0.5% +500 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,283 $757K 0.01% +964 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,275 $755K 0.01% +702 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,618 $753K <0.01% +608 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 3,266 $753K 0.11% +165 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,258 $751K 0.39% +218 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,257 $751K 0.01% +164 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,253 $750K 0.1% -89 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,252 $749K 0.02% new 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,245 $748K 0.01% +309 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,242 $747K 0.47% +510 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,231 $745K 0.02% -647 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,201 $738K 0.03% -301 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,170 $731K 0.02% +86 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,135 $722K 0.03% +93 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,129 $721K 0.27% -1,807 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,125 $720K 0.5% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,113 $717K 0.06% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,101 $715K 0.1% -137 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,087 $711K <0.01% +175 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,084 $711K 0.02% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,083 $711K 0.07% -102 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,069 $707K 0.02% +369 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,064 $706K 0.04% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 5,425 $704K 0.42% +17 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,034 $699K 0.12% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,205 $694K 0.07% +1,979 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 3,000 $691K 0.48% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,879 $681K +1,109 Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,955 $681K 0.14% +95 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,952 $680K 0.11% +426 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,950 $680K 0.22% -284 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,948 $679K 0.01% -505 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,940 $678K 0.49% +88 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,903 $669K 0.05% +108 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,896 $667K 0.02% +17 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,893 $667K 0.13% +25 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,892 $666K 0.02% -4,315 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,889 $666K 0.22% -270 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,887 $665K 0.01% +202 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,885 $665K 0.02% +1,250 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,876 $663K 0.41% +9 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,862 $659K 0.23% +1 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,851 $657K <0.01% -321 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,838 $654K 0.07% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,831 $652K 0.01% -116 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,828 $652K 0.38% +14 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,818 $649K 0.26% +92 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,799 $645K 0.02% +770 13F-HR/A Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,796 $644K 0.01% +4 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,790 $643K 0.49% +67 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,786 $642K +1,299 Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,757 $635K 0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,747 $633K 0.08% -5 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,744 $632K 0.35% +600 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,722 $627K 0.18% -18,178 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,716 $626K 0.03% +1,467 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,714 $625K 0.08% +9 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,681 $618K 0.22% +799 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,677 $617K 0.05% +11 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,668 $615K 0.28% +282 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,564 $613K 0.04% -1 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,656 $612K 0.11% +115 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,655 $612K 0.03% +1,597 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,628 $606K 0.12% -4,478 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,612 $602K 0.03% +410 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,599 $599K 0.03% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,581 $595K 0.01% +313 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,565 $591K 0.4% +720 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,541 $586K 0.24% +3 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,508 $578K 0.13% +926 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 2,500 $576K 0.08% 0 13F-HR Timeline SBI Securities Co., Ltd. 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