MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,559 $3.84M 0.25% +628 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,536 $3.81M 0.35% -74 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,536 $3.81M 0.59% +1,704 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,499 $3.77M 0.05% +3,486 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,496 $3.77M 2.46% +185 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,453 $3.72M 0.02% +1,445 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,426 $3.7M 1.25% -31 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,405 $3.67M 0.59% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,397 $3.66M 0.08% -639 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,394 $3.66M 0.13% +6 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,389 $3.66M 1.46% -867 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,384 $3.65M 0.34% -10 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,379 $3.64M 0.42% -1,142 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,368 $3.63M 0.02% -7 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,354 $3.62M 0.07% +731 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,343 $3.61M 1.14% -23 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,334 $3.6M 0.02% +278 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,323 $3.58M +123 Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,319 $3.58M 2.07% -105 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,311 $3.57M 0.11% -15 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,305 $3.56M 0.08% +560 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,288 $3.55M 0.81% -485 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,285 $3.54M 1.91% +36 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,273 $3.53M 1.43% -49 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,186 $3.53M 0.29% -57 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,254 $3.51M 0.21% +1,700 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,251 $3.51M 0.04% -1,525 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,245 $3.5M 0.02% -547 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,224 $3.48M 0.02% +686 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,221 $3.47M 0.13% -79 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,216 $3.47M 0.89% +1,510 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,203 $3.45M 0.1% -2,128 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 3,100 $3.34M 0.02% new 13F-HR/A Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,089 $3.33M 2.58% -101 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,068 $3.31M 0.25% +85 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,063 $3.3M 0.61% -66 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,058 $3.3M 0.1% +904 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,030 $3.27M 0.2% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,024 $3.26M 0.19% -26 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,021 $3.26M 2.21% +1 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 3,014 $3.25M 0.17% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,994 $3.23M 0.18% +229 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,983 $3.22M 0.12% +259 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,955 $3.19M 0.69% -91 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,941 $3.17M 0.17% -43 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,938 $3.17M 0.19% -10 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,936 $3.17M 0.37% -102 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 2,936 $3.17M 0.08% +5 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,924 $3.15M 0.09% +2,622 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) 2,917 $3.15M 0.09% +416 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,908 $3.14M 0.03% -1,094 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,873 $3.1M 0.06% -2,185 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,873 $3.1M 0.03% -9 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,870 $3.1M 0.04% +311 13F-HR Timeline Group ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,863 $3.09M 1.1% -25 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,858 $3.08M 0.82% +173 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,853 $3.08M 1.48% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,843 $3.07M 1.43% -326 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 2,833 $3.06M 0.04% -617 13F-HR/A Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,826 $3.05M 0.52% +430 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,794 $3.01M 0.03% +411 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,794 $3.01M 0.37% +6 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,793 $3.01M 0.03% -36 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,783 $3M 0.47% +16 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,774 $2.99M 1.1% +294 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,764 $2.98M 0.09% +368 13F-HR Timeline Group Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 2,762 $2.98M 0.25% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,758 $2.97M 0.67% -1,438 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,719 $2.93M 0.1% +12 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 2,678 $2.89M 1.44% -100 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,665 $2.87M 1.3% -375 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,662 $2.87M 1.11% +4 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,650 $2.86M 0.88% -128 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,629 $2.84M 0.05% +169 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,307 $2.81M 0.09% +635 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,590 $2.79M 0.41% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,583 $2.79M 0.05% -147 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 2,576 $2.78M 0.11% +609 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,570 $2.77M 0.17% +39 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,569 $2.77M 0.1% +35 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 2,562 $2.76M 0.18% +1,284 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,548 $2.75M 0.01% -29,087 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,536 $2.74M 0.09% +1,005 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,526 $2.72M 0.07% +2,135 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,556 $2.72M 0.05% +2,294 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,519 $2.72M 0.74% -621 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,514 $2.71M 0.26% -67 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 2,500 $2.7M 0.18% +750 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,500 $2.7M 0.23% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,493 $2.69M 0.27% +215 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,476 $2.67M 0.07% +319 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,474 $2.67M 1.06% -533 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,453 $2.65M 0.01% -36,089 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,443 $2.64M 0.01% -25 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,426 $2.62M 0.9% +28 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,419 $2.61M 0.16% +374 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,362 $2.6M 0.06% +13 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,402 $2.59M +2,002 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,226 $2.58M 0.06% -18 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,380 $2.57M 0.27% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,357 $2.54M 0.08% -110 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,349 $2.53M 1.86% +124 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,339 $2.52M 0.06% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,325 $2.51M 0.14% -445 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,319 $2.5M 0.46% +47 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,256 $2.43M 0.2% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,255 $2.43M 0.6% -196 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,250 $2.43M 0.66% 0 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,245 $2.42M 0.49% -981 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,239 $2.42M 0.28% -328 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,186 $2.41M 0.03% +7 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,232 $2.41M 1.17% +1 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,217 $2.39M 0.07% -659 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,216 $2.39M 0.47% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,212 $2.39M 0.58% -249 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,242 $2.39M 0.15% +659 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,210 $2.38M 0.46% -2 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,184 $2.36M 0.12% -8 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,181 $2.35M 0.89% +1,196 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,177 $2.35M 0.04% +939 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,176 $2.35M 0.08% -27 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,172 $2.34M 0.08% +100 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,163 $2.33M 0.1% +231 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,153 $2.32M 0.18% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,152 $2.32M 0.04% -60 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,138 $2.31M 0.09% +1,359 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,137 $2.3M 0.27% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,133 $2.3M 0.25% -168 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,131 $2.3M 1.92% +50 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,118 $2.28M 0.01% +36 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,115 $2.28M 0.12% +197 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,100 $2.27M 0.52% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,097 $2.26M 0.06% -42 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,087 $2.25M 0.13% +9 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,062 $2.22M 0.43% +24 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,056 $2.22M 1.95% -132 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 2,055 $2.22M 0.04% +1,757 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,054 $2.22M 0.73% +381 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,036 $2.2M 0.22% +102 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,018 $2.19M 0.08% -323 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 2,026 $2.19M 0.23% +369 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,025 $2.18M 0.26% +68 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,022 $2.18M 0.03% -47 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,021 $2.18M 0.01% +257 13F-HR/A Timeline Group Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 2,020 $2.18M 0.59% -21 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,017 $2.18M 0.81% -59 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,000 $2.16M 0.34% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,985 $2.14M 0.56% -36 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,982 $2.14M 0.04% -106 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,982 $2.14M 0.21% -19 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 1,980 $2.14M 0.77% -24 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,974 $2.13M 0.02% +25 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,973 $2.13M 0.04% +63 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,966 $2.12M 0.16% +241 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,962 $2.12M 0.33% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,961 $2.12M 0.03% +11 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,953 $2.11M 0.56% -35 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 1,951 $2.1M 0.99% -630 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,949 $2.1M 0.77% -3 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,948 $2.1M 0.05% -634 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,941 $2.09M 0.04% -93 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 1,938 $2.09M 3.12% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,926 $2.08M 0.37% +74 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,920 $2.07M 0.07% +366 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,919 $2.07M 0.74% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,918 $2.07M 0.12% +18 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,898 $2.05M 0.27% -1,700 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,893 $2.04M 0.48% +2 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,893 $2.04M 0.64% -27 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,892 $2.04M 0.03% +341 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 1,891 $2.04M 0.95% -145 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. 1,876 $2.02M 0.04% -25 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,886 $2M 0.21% -301 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,848 $1.99M 0.15% +29 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,832 $1.98M 0.05% -131 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,824 $1.97M 0.87% -90 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,823 $1.97M 0.45% -25 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,818 $1.96M 0.31% +56 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,785 $1.93M 0.65% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,785 $1.92M 0.11% +35 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,593 $1.92M 0.31% -18 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,768 $1.91M 0.19% -7,276 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,762 $1.9M 0.92% -200 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,757 $1.9M 0.31% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,753 $1.89M 0.43% +13 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,750 $1.89M 0.25% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,552 $1.89M 0.39% +159 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,744 $1.88M 0.26% -102 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,739 $1.88M 0.07% +21 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,714 $1.85M 0.78% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,704 $1.84M 0.02% +120 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,687 $1.82M 0.28% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,683 $1.82M 0.23% -213 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,666 $1.8M 0.18% -447 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,657 $1.79M 0.4% +6 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,656 $1.79M 0.12% -39 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,656 $1.79M 0.12% -242 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,691 $1.79M 0.52% -25 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,651 $1.78M 0.09% +689 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,649 $1.78M 0.05% +803 13F-HR Timeline