One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 14,538 $1.84M 0.42% -437 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,433 $1.82M 0.02% -11,032 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 14,389 $1.82M <0.01% -67,251 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 14,204 $1.79M 0.09% -3,817 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 14,195 $1.79M 0.09% +130 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 14,122 $1.78M 0.01% +1,759 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,850 $1.75M 0.04% -905 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,845 $1.75M 0.01% +2,628 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 13,727 $1.73M 0.1% -2,687 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 13,700 $1.73M 0.21% +3,500 13F-HR Timeline B&I Capital AG More: the full row for B&I Capital AG 13,535 $1.71M 3.77% -102,932 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 13,505 $1.71M 0.04% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 13,687 $1.68M 0.02% +4,963 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,246 $1.67M 0.02% +986 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 13,058 $1.65M 0.05% +191 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 13,042 $1.65M 0.68% -2,239 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,940 $1.63M 0.05% +1,160 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 12,932 $1.63M 0.38% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,851 $1.62M 1.02% +311 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 12,760 $1.61M 1.1% +32 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 12,754 $1.61M 0.04% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 12,526 $1.58M 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,457 $1.57M 0.02% +101 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,408 $1.57M 0.01% +1,944 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,489 $1.56M 0.03% +1,796 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,299 $1.55M 0.06% +62 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 12,280 $1.55M 0.4% -200 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,939 $1.55M 0.03% -1,346 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,109 $1.53M +332 Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 12,060 $1.52M 0.7% +450 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 12,024 $1.52M <0.01% -26 13F-HR/A Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 12,009 $1.52M 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,927 $1.52M 0.05% +4 13F-HR Timeline OSSIAM More: the full row for OSSIAM 11,969 $1.51M 0.02% -1,185 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,860 $1.51M 0.02% -764 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 11,925 $1.51M 0.81% -200 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 11,877 $1.5M 0.55% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,861 $1.5M 0.01% +2,748 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 11,707 $1.48M 1.27% +1,106 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 11,617 $1.47M 0.22% +923 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,573 $1.46M 0.07% +1,694 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,826 $1.45M 0.35% -504 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 11,367 $1.44M 0.07% +2,184 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,319 $1.43M 0.03% +644 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,300 $1.43M 0.02% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 11,279 $1.43M 0.08% -1,077 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 11,252 $1.42M 0.04% -584 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 11,681 $1.42M 0.77% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,232 $1.42M 0.12% +22 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 11,215 $1.42M 0.07% -60 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,121 $1.4M 0.01% +4,617 13F-HR Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 11,038 $1.4M 0.11% 0 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 11,103 $1.4M 0.03% -1,600 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,016 $1.39M 0.02% 0 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,013 $1.39M 0.5% -35 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,725 $1.35M 0.04% -10 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 10,719 $1.35M +118 Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 10,643 $1.34M 0.3% 0 13F-HR Timeline Group LDR Capital Management LLC More: the full row for LDR Capital Management LLC 10,505 $1.33M 1.53% -1,839 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,445 $1.32M 0.19% -226 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,443 $1.32M 0.26% -178 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,437 $1.32M 0.04% -657 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,352 $1.31M 0.01% -430 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 10,308 $1.3M 0.26% -20 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,271 $1.3M 0.01% -579 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,432 $1.29M 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,056 $1.27M <0.01% -1,104 13F-HR Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 10,000 $1.26M 0.05% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,925 $1.25M 0.01% +933 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,914 $1.25M 0.07% -1,359 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,659 $1.22M 0.01% +625 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,624 $1.22M 0.01% -76 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,594 $1.21M 0.01% +129 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 9,534 $1.2M 0.04% +7,103 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 9,524 $1.2M 0.55% -1,387 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,514 $1.2M 0.04% +862 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 9,495 $1.2M 0.12% +137 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,424 $1.2M 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,490 $1.2M 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,487 $1.2M 0.06% +11 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,392 $1.19M 0.12% +48 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,369 $1.18M 0.37% -19 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,342 $1.18M 0.11% -97 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,146 $1.16M 0.01% +5,997 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,146 $1.16M 0.02% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,137 $1.15M 0.07% -97 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,042 $1.14M 0.14% -231 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,041 $1.14M 0.02% +298 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,029 $1.14M 0.01% -50 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,023 $1.14M 0.15% +4 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,724 $1.1M 0.04% +244 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,636 $1.09M 0.02% +8 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,586 $1.08M 0.03% +3,000 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,540 $1.08M 0.05% +187 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,500 $1.07M 0.21% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,501 $1.07M 0.02% -1,192 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,366 $1.06M 0.1% +37 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 8,323 $1.05M 0.08% +80 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,266 $1.04M 0.02% +1,398 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,194 $1.03M 0.1% -363 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,181 $1.03M 0.68% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,157 $1.03M <0.01% +2,926 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 8,065 $1.02M <0.01% +545 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,055 $1.02M 0.2% +3,925 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,053 $1.02M 0.07% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 8,038 $1.02M 0.36% -98 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,000 $1.01M 0.04% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,998 $1.01M 0.02% +2,768 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,987 $1.01M 0.01% +5,772 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 7,942 $1M 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,902 $998K 0.01% +197 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,819 $988K 0.03% +529 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,807 $986K 0.16% +1,897 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,937 $983K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,716 $975K 0.04% +1,095 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,700 $973K <0.01% +5,300 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,677 $970K 0.01% +182 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,654 $967K 0.03% +865 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,623 $963K 0.3% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 7,649 $953K 0.59% +3 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,535 $952K 0.05% -1,687 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,453 $941K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,449 $941K 0.02% -61 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,439 $940K 0.02% -50 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,421 $937K 0.01% +1,068 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 7,400 $935K 0.29% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,235 $914K 0.45% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,149 $903K 0.18% +3,600 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,145 $901K 0.01% +5,476 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,101 $897K 0.05% -1,600 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,519 $894K <0.01% -1,091 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,038 $889K 0.02% -1,969 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 7,001 $884K 0.2% -400 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,000 $884K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,999 $884K 0.06% +19 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,988 $883K 0.01% -2,398 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,960 $879K 0.11% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,923 $874K 0.02% -3 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,800 $859K 0.16% -270 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,796 $858K 0.02% -74 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,796 $858K 0.01% -116 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,792 $858K 0.24% -1,195 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,749 $852K <0.01% -121,943 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,699 $846K 0.04% +320 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,677 $843K 0.09% -327 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,664 $842K 0.02% +300 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,654 $840K 0.05% +543 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,615 $836K 0.02% -274 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,615 $835K 0.01% -771 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,589 $832K 0.03% -526 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,457 $816K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,279 $793K 0.03% +3,402 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,190 $788K <0.01% -1,735 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,157 $778K 0.01% +37 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,025 $761K 0.08% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,976 $760K 0.01% -404 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 5,962 $753K 0.1% +937 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,925 $748K 0.04% -2,688 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,912 $747K 0.13% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,905 $746K 0.01% -269 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,866 $741K 0.31% -14 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,800 $733K 0.14% -2,000 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,770 $729K <0.01% +1,219 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,750 $726K 0.09% +1,641 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,723 $723K <0.01% +1,785 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,709 $721K 0.01% -134 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,615 $709K 0.01% +2,345 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,614 $709K 0.01% -60,780 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 5,512 $696K 0.29% +2,455 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,489 $693K 0.02% -404 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,479 $692K 0.11% -386 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,473 $691K 0.02% +287 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,425 $690K 0.14% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 5,945 $686K 0.44% 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,428 $686K 0.19% -247 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,417 $684K 0.02% -13,760 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,399 $682K 0.08% -725 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,349 $680K 0.06% +12 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,341 $675K 0.16% -2,478 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,334 $674K <0.01% +619 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,279 $667K 0.09% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,274 $666K <0.01% +861 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 5,262 $665K <0.01% -182,993 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,201 $657K 0.02% +395 13F-HR Timeline Valued Retirements, Inc. 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