Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,216 $945K 0.05% +4,788 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 10,124 $936K 0.15% +2,533 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,006 $926K 0.06% 0 13F-HR Timeline Teton Advisors, LLC More: the full row for Teton Advisors, LLC 10,000 $925K 0.65% -1,000 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 9,928 $918K 0.09% +4,559 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,904 $916K 0.01% -3,019 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,832 $909K 0.6% +160 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 9,784 $905K 0.11% -44,215 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,779 $905K 0.1% -481 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 9,762 $903K 0.09% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,732 $900K 0.02% +3,212 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,600 $888K 0.02% +9,567 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 9,581 $886K 0.03% -34,836 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,580 $886K 0.01% +399 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 9,548 $883K 0.14% +1,747 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 9,445 $874K 0.02% -2,310 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,373 $867K 0.06% +8 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,298 $860K 0.01% -43,798 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 9,296 $860K 4.79% +70 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,413 $858K 0.03% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 9,230 $854K 0.25% +1,395 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,196 $851K 0.43% +399 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,186 $850K 0.19% +204 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,118 $843K 0.08% +825 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 9,100 $842K 0.17% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,991 $832K 0.68% -245 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 8,968 $830K 0.08% +1,008 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 8,928 $826K 0.01% new 13F-HR Timeline AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 5,500 $826K 0.28% new 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 8,864 $820K 0.18% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,800 $814K 0.09% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,800 $814K 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,621 $797K 0.01% +361 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 8,600 $796K <0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,574 $793K 0.05% +4,723 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,553 $791K 0.06% +1,112 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 8,507 $787K 0.29% -70,795 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,502 $786K 0.01% -820 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,499 $786K 0.27% -1,140 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,264 $764K 0.04% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,206 $759K 0.14% +2,143 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 8,021 $742K <0.01% +1,505 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,963 $737K 0.01% +1,683 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 7,936 $734K 0.03% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,834 $725K 0.11% 0 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 7,792 $721K +936 Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,774 $719K 0.1% -1 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,739 $716K 0.02% +976 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 7,716 $714K 0.44% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,698 $712K 0.2% -2,051 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,680 $710K 0.06% +3,021 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,635 $706K 0.01% +317 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,630 $706K 0.13% +120 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,588 $702K 0.1% -4,103 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 7,586 $702K 0.19% +607 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,572 $700K 0.02% -192 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,529 $696K 0.01% -1,544 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 7,510 $695K 0.07% -64 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,496 $693K 0.05% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,489 $693K <0.01% -39,945 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,446 $689K <0.01% -369 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,417 $686K 0.02% +2,946 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,398 $684K 0.02% -2,173 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,354 $680K 0.16% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,339 $679K 0.02% +73 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,293 $675K 0.13% -14 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,248 $670K 0.02% -1,853 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,200 $666K 0.56% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,191 $665K 0.22% -2,733 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 7,147 $661K 0.01% -77 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 7,139 $660K 0.01% -52,418 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,011 $649K 0.46% +11 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,000 $648K 0.06% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,975 $645K 0.05% +1,267 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,957 $644K 0.17% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,950 $643K 0.05% +4,929 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,948 $643K 0.49% +624 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,946 $643K 0.03% +31 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,922 $640K 0.3% +4,059 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,900 $639K 0.02% +2,120 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,903 $638K 0.03% +331 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,856 $634K 0.04% -922 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,830 $632K 0.01% -301 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 6,812 $630K 0.1% +1,671 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,799 $629K 0.01% +3,773 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,767 $626K 0.08% +358 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 6,737 $623K 0.46% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,735 $623K 0.01% -180 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,728 $622K 0.02% -672 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,725 $622K 0.12% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,714 $621K 0.19% +2,857 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,657 $617K 0.05% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,665 $617K 0.01% +3,043 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,633 $614K 0.01% -16,112 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,613 $612K 0.02% -605 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,481 $600K 0.01% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,461 $598K 0.06% +360 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,459 $597K 0.01% -1,522 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,449 $597K -4,956 Timeline Family Manage LLC More: the full row for Family Manage LLC 6,434 $595K 0.07% +1,883 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,416 $593K 0.04% -5,769 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,359 $588K 0.09% -165 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,420 $586K 0.02% +4,233 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,311 $584K 0.29% 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 6,310 $584K 0.15% -1,570 13F-HR/A Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,274 $580K 0.12% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,247 $578K 0.01% +570 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,223 $576K <0.01% -1,715 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,153 $569K 0.02% -1,417 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,143 $568K -4,262 Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,142 $568K <0.01% -190,629 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,108 $565K 0.01% -603 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,073 $562K 0.04% +1,775 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,039 $559K 0.2% -421 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6,000 $555K 0.42% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,970 $552K 0.01% -3,649 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,959 $551K 0.09% +2,323 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,900 $546K -12,595 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,890 $545K 0.01% -18,805 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,861 $542K 0.08% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,839 $540K 0.09% +2,357 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,832 $539K <0.01% +3,615 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,800 $536K 0.02% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,791 $536K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,781 $535K 0.01% +1,487 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,781 $535K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,780 $535K 0.07% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,762 $533K 0.01% +430 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,748 $532K 0.2% +1,738 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,660 $524K 0.07% +1,410 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,023 $518K 0.01% +2,117 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 5,547 $513K 0.05% +5,403 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,546 $513K 0.01% -16 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,500 $509K 0.04% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,493 $508K 0.05% -7,338 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 5,487 $508K 0.1% -1,833 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,474 $506K 0.04% -934 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,462 $505K 0.01% -4,349 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5,450 $504K 0.42% +1,450 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,564 $503K 0.03% +6 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,404 $500K 0.02% -295 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,342 $494K 0.21% +1,791 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,343 $494K 0.01% +998 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,340 $494K 0.03% -174 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,334 $493K <0.01% +4,799 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,317 $492K 0.02% -1,479 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 5,426 $490K <0.01% -113,220 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,269 $487K 0.05% +2,256 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,267 $487K 0.12% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,265 $487K 0.04% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,240 $485K 0.39% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,229 $484K 0.01% +52 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,212 $482K 0.06% +976 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,180 $479K 0.12% -692 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,165 $478K 0.01% -2,864 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,136 $475K 0.08% +80 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,133 $475K 0.01% -1,928 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,122 $474K 0.01% -463 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,084 $470K 0.01% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,048 $467K 0.13% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,030 $465K 0.03% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,977 $460K 0.01% +74 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,948 $458K 0.01% -92,402 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,946 $458K 0.01% -3,612 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,928 $456K 0.05% +2,558 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,889 $452K 0.13% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,886 $452K 0.04% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,807 $445K 0.02% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,782 $442K 0.01% -2,037 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,768 $441K 0.04% +1,458 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 4,750 $439K 0.12% +10 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,741 $439K 0.02% -2,263 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,640 $436K 0.01% -2,455 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,700 $435K 0.08% 0 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,700 $435K 0.13% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,695 $434K 0.01% -5,349 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,647 $430K 0.12% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,640 $429K 0.01% 0 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 4,719 $426K 0.01% +621 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,588 $424K 0.01% -10 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,554 $421K 0.03% +394 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,541 $420K 0.01% +5 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,525 $419K 0.01% -2,317 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,484 $415K +2,192 Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,478 $414K 0.18% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,584 $414K 0.07% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,449 $412K 0.15% -94 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,435 $410K 0.03% +329 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,431 $410K 0.18% +543 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,422 $409K 0.17% +918 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,939 $408K 0.01% -7 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,373 $405K 0.38% -22,231 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,375 $405K 0.01% -796 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,373 $405K 0.02% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,360 $403K 0.04% new 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,353 $403K 0.31% -838 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,350 $402K 0.08% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,342 $402K 0.07% +2,482 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,315 $399K 0.02% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,302 $398K 0.03% +2,678 13F-HR Timeline