Grove Bank & Trust More: the full row for Grove Bank & Trust 3,849 $605K 0.07% +3 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 3,828 $602K 0.68% +351 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,799 $598K 0.14% -52 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,756 $591K 0.18% -82 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,749 $590K 0.29% -160 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,418 $589K 0.19% -961 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,742 $589K 0.03% +489 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,721 $585K 0.01% +419 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,719 $585K 0.01% +737 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,718 $585K 0.08% +389 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,699 $582K 0.01% -176 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,694 $581K 0.03% +575 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,694 $581K 0.03% -4,502 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,689 $580K 0.09% +22 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,684 $579K 0.01% +56 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,662 $576K 0.04% +1,952 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,655 $575K 0.18% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,653 $575K 0.05% -13 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,646 $573K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,637 $572K 0.02% -203 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,625 $570K 0.04% +353 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,617 $569K 0.42% +12 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,615 $569K 0.07% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,592 $565K 0.06% +98 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,585 $564K 0.03% -4,424 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,571 $562K 0.17% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,545 $559K 0.42% +431 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,556 $559K 0.07% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 3,522 $554K 0.09% -72 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,515 $553K 0.16% +281 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,500 $550K 0.29% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,500 $550K 0.21% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,494 $550K 0.21% +676 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,479 $547K 0.09% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,435 $540K <0.01% +963 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,414 $537K 0.03% +30 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,405 $536K 0.14% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,402 $535K 0.11% +1,471 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,396 $534K 0.06% +217 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,385 $532K 0.02% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,377 $531K 0.05% +800 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,185 $530K 0.06% -660 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,353 $527K 0.16% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 3,348 $527K 0.39% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,348 $527K 0.06% +39 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 3,339 $525K +255 Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,338 $525K 0.01% +353 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,335 $525K 0.21% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,330 $524K 0.02% +217 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,327 $523K 0.15% +769 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,316 $522K 0.08% +235 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,308 $520K 0.02% +62 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,293 $518K -123 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,274 $515K 0.02% -1,249 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,265 $514K 0.01% +928 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,240 $510K 0.1% -25 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,237 $509K 0.37% -100 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,207 $504K 0.13% +10 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,203 $504K 0.03% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,198 $503K 0.05% +23 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,195 $503K 0.01% 0 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,193 $502K 0.01% -88 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,215 $501K 0.43% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,154 $496K 0.04% +682 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,128 $492K 0.09% -27 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,128 $492K 0.01% +538 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,112 $489K <0.01% -84 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,108 $489K 0.01% -1,117 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,108 $489K 0.03% -919 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,101 $488K 0.03% -50 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,096 $487K 0.03% +101 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,078 $484K 0.01% new 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,073 $483K 0.11% +200 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,064 $482K 0.05% +197 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,048 $479K 0.05% +701 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,042 $479K 0.46% +114 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,037 $478K 0.26% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,033 $477K 0.13% +4 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,024 $476K <0.01% +245 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,010 $473K 0.14% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,009 $473K 0.05% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,007 $473K 0.01% -938 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,006 $473K <0.01% -1,403 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,005 $473K 0.02% -79,243 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,990 $470K 0.02% +16 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,985 $469K 0.48% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,976 $468K 0.01% -232 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,794 $465K 0.01% -1,763 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,931 $461K 0.27% +457 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,929 $461K 0.06% new 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,925 $460K 0.37% +37 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 2,906 $457K -6,795 Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,901 $456K 0.06% -606 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,897 $456K 0.02% -5,066 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,887 $454K 0.04% 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 2,884 $454K 0.11% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,871 $452K 0.08% +735 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 2,871 $451K 0.1% +864 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,867 $451K 0.02% +730 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,859 $450K 0.03% +271 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,851 $448K 0.1% -59 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,841 $447K <0.01% +1,056 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,836 $446K 0.05% +1,885 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,770 $438K 0.02% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,775 $436K 0.15% +181 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,759 $434K 0.1% -2,012 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,753 $433K 0.01% +175 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,752 $433K <0.01% -67 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,749 $432K 0.13% -738 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,745 $432K 0.16% -485 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,742 $431K 0.33% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,737 $431K 0.01% +391 13F-HR Timeline Group Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,735 $430K 0.27% 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,609 $429K 0.18% +40 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,718 $427K 0.28% +183 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,714 $427K 0.01% -622 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,714 $427K 0.18% -546 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,713 $427K 0.14% +426 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,707 $426K 0.21% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,692 $423K <0.01% 0 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,688 $423K 0.11% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,685 $422K 0.04% -87 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,683 $422K 0.69% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,676 $421K 0.09% +373 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,672 $420K 0.23% -376 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,669 $420K 0.31% -57 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,668 $420K 0.03% +257 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,249 $415K 0.14% -363 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,623 $413K 0.01% -925 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,621 $412K 0.01% -85 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,611 $411K 0.04% -229 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,605 $410K 0.01% -6 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,604 $410K 0.06% +53 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,600 $409K 0.13% -725 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,591 $407K 0.01% +356 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,589 $407K 0.06% -225 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,575 $405K 0.02% +702 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,564 $403K 0.04% +61 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,550 $401K 0.38% -926 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,544 $400K 0.16% 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,538 $399K 0.09% +26 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,536 $399K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,526 $397K 0.01% +1,664 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,518 $396K 0.05% +481 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,513 $395K 0.12% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,507 $394K 0.05% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,500 $393K 0.01% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 2,499 $393K 0.33% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,497 $393K 0.04% -191 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,494 $392K 0.2% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,481 $392K 0.01% -74 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,480 $390K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,476 $389K 0.05% -6,171 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,472 $389K 0.04% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,466 $388K 0.13% -21 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,464 $388K <0.01% -2,647 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,458 $387K 0.16% -114 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,451 $385K 0.03% -193 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,450 $385K 0.2% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,443 $384K 0.16% -1 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,442 $384K 0.05% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,437 $383K 0.07% -44 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,434 $383K 0.16% +23 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,428 $382K 0.01% +315 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,428 $382K 0.03% +102 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,412 $379K 0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,410 $379K <0.01% +380 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,394 $377K 0.03% new 13F-HR Timeline Group S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,388 $376K 0.34% +350 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,392 $375K 0.02% -14 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,364 $372K 0.02% -243 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,360 $371K 0.01% +344 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,337 $368K 0.04% -839 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,337 $368K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,823 $366K 0.03% +999 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,328 $366K <0.01% -142 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,322 $365K 0.05% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,291 $360K 0.7% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,280 $359K 0.02% +115 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,271 $357K 0.07% +1,941 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,268 $357K 0.01% +476 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,264 $356K 0.01% -43 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,256 $355K 0.01% +42 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,258 $355K 0.13% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,333 $354K 0.02% -429 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,250 $354K <0.01% -2,213 13F-HR Timeline Group Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,243 $353K 0.2% +31 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,240 $352K 0.01% -214 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,240 $352K 0.02% +183 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,234 $351K 0.01% +118 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,229 $351K 0.1% +704 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,098 $349K 0.02% +198 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,216 $349K 0.03% +58 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,206 $347K 0.09% -122 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,204 $347K 0.05% -388 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,200 $346K 0.04% +305 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,200 $346K 0.06% -1,000 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 2,198 $346K 0.03% -1,014 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,198 $346K 0.1% +75 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,194 $345K 0.01% new 13F-HR Timeline