First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,868 $2.75M 0.06% -3 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 1,859 $2.74M 0.99% -54 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,853 $2.73M 0.05% +171 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,842 $2.71M 0.72% -79 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 1,838 $2.71M 3.96% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,834 $2.7M 0.29% -195 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,832 $2.7M 0.64% -1,801 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 1,829 $2.69M 2.57% -119 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,829 $2.69M 1.17% +7 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 1,825 $2.69M 0.65% +1,797 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,825 $2.69M 0.61% +7 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,804 $2.66M 0.49% +1,382 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 1,800 $2.65M 2.83% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,799 $2.65M 0.59% +6 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,797 $2.65M 0.48% -195 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,793 $2.64M 0.08% +207 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,784 $2.63M 0.02% -16 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,783 $2.63M 0.8% +17 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,777 $2.62M 0.15% -191 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,776 $2.62M 0.42% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,771 $2.61M 1.6% +68 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 1,767 $2.6M 1.05% -558 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,762 $2.59M 0.3% -370 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,755 $2.58M 0.6% -60 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,755 $2.58M 0.4% +68 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,750 $2.58M 0.41% new 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 1,749 $2.58M 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,733 $2.55M 0.05% +466 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,720 $2.53M 0.89% -58 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 1,715 $2.52M 1.15% -1,471 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,715 $2.52M 1.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,713 $2.52M 0.08% -129 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,712 $2.52M 1.38% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,703 $2.51M 0.17% +287 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,692 $2.49M 0.07% -100 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,685 $2.48M 0.33% +2 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,685 $2.48M 0.21% +542 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,674 $2.46M 0.04% +265 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,670 $2.46M 0.7% +3 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,662 $2.45M 0.02% +944 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,661 $2.44M 0.17% +66 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,660 $2.44M 0.02% +1,434 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 1,655 $2.44M +8 Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,654 $2.44M 0.16% -1,646 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,637 $2.41M 0.08% +1,213 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,637 $2.41M 0.75% +13 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,632 $2.4M 0.41% -155 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,625 $2.39M 0.07% +270 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,621 $2.39M 1.13% -101 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,621 $2.39M 0.23% -219 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,621 $2.39M 1.05% -954 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,604 $2.36M 0.13% +847 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,593 $2.35M 0.2% -92 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,586 $2.34M 0.05% +154 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,574 $2.32M 0.34% -19 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,560 $2.3M 2.38% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,555 $2.29M 0.18% +1,248 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,553 $2.29M 0.1% -63 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,532 $2.26M 0.1% +871 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,529 $2.25M 0.36% -9 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,508 $2.22M 0.36% -170 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,495 $2.2M 0.12% -1,082 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,490 $2.19M 2.7% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,490 $2.19M 0.16% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,488 $2.19M 0.05% -94,219 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,483 $2.18M 0.05% +123 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,479 $2.18M 0.58% -369 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,468 $2.16M 0.25% +9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,469 $2.16M 0.02% -528 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,154 $2.16M 0.04% -66 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,461 $2.15M 0.17% +170 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 1,458 $2.15M 0.54% -581 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 1,458 $2.15M 1.22% -1,068 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,234 $2.14M 0.07% +523 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,451 $2.14M 0.15% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,450 $2.13M 0.06% +667 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,441 $2.12M 0.29% +42 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,423 $2.1M 0.05% +369 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,422 $2.09M 0.02% -68 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,404 $2.07M 0.26% -51 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,404 $2.07M 1.37% -72 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,402 $2.06M 0.35% +16 13F-HR Timeline Group CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 1,399 $2.06M 0.2% new 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,397 $2.06M 0.91% -844 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,390 $2.05M 0.05% -447 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,386 $2.04M 0.03% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,385 $2.04M 0.16% +313 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,365 $2.01M 0.48% -781 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,361 $2.01M 0.03% -31 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,351 $1.99M 0.08% -14 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,136 $1.99M 0.12% -263 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,347 $1.98M 0.25% +996 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,337 $1.97M 0.05% +35 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,336 $1.97M 0.18% +76 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 1,335 $1.97M +11 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,333 $1.96M 0.01% +172 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,330 $1.96M 0.09% +49 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,328 $1.96M 0.95% +47 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,314 $1.93M 0.13% +4 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,312 $1.93M 0.48% +156 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,309 $1.93M 0.23% -435 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,307 $1.92M 0.43% -307 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,287 $1.89M 0.69% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,281 $1.89M 0.02% -17 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,279 $1.88M 0.03% +26 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,276 $1.88M 0.74% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,274 $1.88M -437 Timeline Sun Financial Inc More: the full row for Sun Financial Inc 989 $1.87M 0.94% -48 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,265 $1.86M 0.1% +127 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,265 $1.86M 0.2% -29 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,258 $1.85M 0.57% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,258 $1.85M 0.29% -16 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 1,257 $1.85M 0.04% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,254 $1.85M 0.13% -18 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 1,250 $1.84M 1.6% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,249 $1.84M 0.18% +197 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,247 $1.84M 0.01% +42 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,237 $1.82M 0.01% -390 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,236 $1.82M 0.02% +30 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. 1,229 $1.81M 0.03% -138 13F-HR Timeline Group Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,216 $1.79M 0.32% +114 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,213 $1.79M 0.32% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,211 $1.78M 0.32% +202 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,209 $1.78M 0.02% +46 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,208 $1.78M 0.01% -1,925 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,204 $1.77M 0.05% -460 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 1,202 $1.77M 1.14% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,202 $1.77M 1.47% -18 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,200 $1.77M 0.18% -100 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,199 $1.77M 0.04% -167 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,195 $1.76M 0.09% +114 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,189 $1.75M 0.03% new 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,188 $1.75M 0.29% +188 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,181 $1.74M 0.29% -294 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,180 $1.74M 1.02% -33 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,178 $1.73M 0.02% -27,440 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 1,007 $1.73M 0.34% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,170 $1.72M 0.1% +612 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,163 $1.71M 0.34% -324 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,163 $1.71M 0.58% +641 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,152 $1.7M 0.12% -68 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,152 $1.7M 0.6% -299 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,145 $1.68M 0.02% -36 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,143 $1.68M 0.19% -30 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,142 $1.68M 0.05% -125 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,133 $1.67M 0.03% +85 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,130 $1.66M 0.02% -80 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 1,200 $1.66M 0.65% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,127 $1.66M 0.2% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,123 $1.65M 0.37% -2 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,122 $1.65M 0.34% -175 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 907 $1.64M 0.52% 0 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 1,113 $1.64M 1.62% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,102 $1.62M 0.1% +17 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 1,100 $1.62M 0.35% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,100 $1.62M 0.12% -1,700 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,098 $1.62M 0.06% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 889 $1.61M 0.04% +142 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,090 $1.6M 1.08% +7 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,088 $1.6M 0.41% -94 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,087 $1.6M 0.34% -121 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,086 $1.6M 0.42% -9,342 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,084 $1.6M 0.29% +37 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,067 $1.57M 1.14% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,066 $1.57M 0.07% +842 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,061 $1.56M 0.05% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,060 $1.56M 0.02% +69 13F-HR Timeline Group Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,060 $1.56M 1.37% -282 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,054 $1.55M 0.36% -128 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,051 $1.55M 0.5% -342 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,045 $1.54M 0.42% -414 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 1,040 $1.53M 2.43% +440 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,039 $1.53M <0.01% -838 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,038 $1.53M 0.34% -32 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,037 $1.53M 0.3% -49 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,034 $1.52M 0.15% +110 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,034 $1.52M 0.81% -4 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,033 $1.52M 0.12% -93 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 1,022 $1.5M 0.35% +408 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,019 $1.5M +276 Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,005 $1.48M 0.24% -65 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,001 $1.47M 0.38% -3 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 998 $1.47M 0.08% +22 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 999 $1.47M 0.11% +104 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 998 $1.47M 0.46% -25 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 994 $1.46M 0.05% +78 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 987 $1.45M 0.14% -44 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 986 $1.45M 0.03% -124 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 981 $1.44M 0.45% +4 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 980 $1.44M 0.02% +4 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 980 $1.44M <0.01% new 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 978 $1.44M 0.53% -20 13F-HR Timeline Group Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 978 $1.44M 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 976 $1.44M 0.06% +22 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 968 $1.43M 0.2% +14 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 960 $1.41M 1.67% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 960 $1.41M 0.21% +220 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 959 $1.41M 0.17% +145 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 954 $1.4M 0.25% +28 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 953 $1.4M 0.16% new 13F-HR Timeline