CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 952 $1.4M 0.35% new 13F-HR Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 950 $1.4M +474 Timeline PCB Capital LLC More: the full row for PCB Capital LLC 949 $1.4M 2.2% -404 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 943 $1.39M 0.3% -169 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 943 $1.39M 0.06% +238 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 941 $1.39M 0.12% -4,052 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 940 $1.38M 0.18% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 940 $1.38M 0.91% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 824 $1.38M 1.02% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 936 $1.38M 0.08% -98 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 933 $1.37M 0.23% -17 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 930 $1.37M 0.66% 0 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 924 $1.36M 0.29% +13 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 919 $1.35M 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 916 $1.35M 0.02% +74 13F-HR/A Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 914 $1.35M 0.94% -3 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 911 $1.34M 0.47% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 910 $1.34M 0.12% -22 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 907 $1.34M 0.15% +192 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 902 $1.33M 0.49% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 901 $1.33M 0.16% +14 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 901 $1.33M 1.42% -1,303 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 899 $1.32M 0.41% +263 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 898 $1.32M 0.2% -33 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 897 $1.32M 0.07% +422 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 893 $1.31M 0.02% +72 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 891 $1.31M 0.35% -101 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 890 $1.31M 1.1% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 890 $1.31M 0.37% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 889 $1.31M 0.39% -141 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 886 $1.3M 0.04% +78 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 883 $1.3M 0.31% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 871 $1.28M 0.76% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 871 $1.28M 0.19% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 869 $1.28M 0.28% -144 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 868 $1.28M 0.53% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 867 $1.28M 0.86% -4 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 874 $1.28M 0.13% +296 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 864 $1.27M 0.1% +201 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 862 $1.27M 0.53% -142 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 856 $1.26M 0.03% -822 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 856 $1.26M 0.04% +22 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 891 $1.26M 0.05% -623 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 855 $1.26M 0.14% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 845 $1.24M 0.07% -343 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 893 $1.23M 0.16% -3,699 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 833 $1.23M 0.01% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 830 $1.22M 0.25% +112 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 828 $1.22M 0.06% -77 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 824 $1.21M 0.27% -17 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 823 $1.21M 0.11% -7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 822 $1.21M 0.06% +26 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 818 $1.2M 0.4% -13 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 813 $1.2M 0.23% -21 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 811 $1.19M 0.08% -82 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 810 $1.19M 0.18% -148 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 809 $1.19M 0.05% -21 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 806 $1.19M 0.04% -4,513 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 805 $1.18M 0.21% +3 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 805 $1.18M 0.25% -18 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 803 $1.18M 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 802 $1.18M 0.06% -24 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 802 $1.18M 0.77% +787 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 801 $1.18M 0.8% 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 799 $1.18M 0.13% -28 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 795 $1.17M 0.08% -56 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 791 $1.16M 0.64% +391 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 786 $1.16M 0.08% +27 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 779 $1.15M 1.37% -195 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 771 $1.14M 0.51% -145 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 768 $1.13M 0.84% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 763 $1.12M 0.07% -26 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 762 $1.12M 0.1% +133 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 760 $1.12M 0.24% +23 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 759 $1.12M 0.02% -51 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 759 $1.12M 0.39% -76 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 759 $1.12M 1.03% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 759 $1.12M 0.42% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 759 $1.12M 0.18% +4 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 757 $1.11M 0.04% +268 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 755 $1.11M 0.14% -242 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 754 $1.11M 0.16% +187 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 754 $1.11M 0.05% +4 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 752 $1.11M 0.1% 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 752 $1.11M 0.04% -126 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 750 $1.1M 0.42% +30 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 734 $1.1M 0.04% new 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 725 $1.1M 0.25% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 745 $1.1M 0.39% -14 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 745 $1.1M 0.14% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 719 $1.09M 0.02% +92 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 732 $1.08M 0.01% +164 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 731 $1.08M 0.07% -58 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 730 $1.07M 0.45% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 726 $1.07M 0.08% -2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 723 $1.06M 0.1% +26 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 719 $1.06M 0.42% -624 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 716 $1.05M 0.12% -14 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 710 $1.05M 0.13% +33 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 710 $1.04M 0.14% +141 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 709 $1.04M 0.1% +46 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 708 $1.04M 0.64% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 706 $1.04M 0.08% +30 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 704 $1.04M 0.17% -98 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 702 $1.03M 0.02% +119 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 702 $1.03M 0.32% +14 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 700 $1.03M 0.07% +290 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 700 $1.03M 0.15% -135 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 700 $1.03M 0.01% -10,924 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 699 $1.03M 0.14% +93 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 698 $1.03M 0.17% new 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 695 $1.02M 0.18% -15 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 692 $1.02M 0.14% 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 692 $1.02M 0.94% +4 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 661 $1.02M 0.06% +32 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 689 $1.01M 0.36% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 684 $1.01M 0.9% -80 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 684 $1.01M 0.46% -278 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 683 $1.01M 0.55% -34 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 680 $1M 0.02% -30 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 523 $993K 0.21% -12 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 718 $993K 0.15% +7 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 673 $992K 0.49% -16 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 672 $990K 0.09% -24 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 670 $987K 0.05% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 669 $985K 0.13% +119 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 669 $985K 0.05% +55 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 665 $979K 0.19% +9 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 661 $973K 0.65% +32 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 660 $972K 0.5% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 658 $969K 0.25% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 696 $962K 0.06% -944 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 653 $961K 0.13% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 650 $957K 0.55% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 647 $953K 0.17% -80 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 647 $953K 0.18% -303 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 646 $951K 0.1% +36 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 644 $948K 0.16% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 638 $940K 0.09% +153 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 638 $940K 0.04% -65 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 638 $939K 0.05% +109 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 636 $936K 0.11% -12 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 634 $934K 0.31% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 634 $934K 0.1% +33 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 632 $930K 0.02% -37 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 630 $928K 0.13% -480 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 627 $923K 0.17% +26 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 624 $919K 0.09% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 623 $918K 0.01% +127 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 623 $917K 0.05% -261 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 621 $914K 0.04% +27 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 618 $910K 0.29% -37 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 618 $910K 0.01% +282 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFR Capital, LLC. More: the full row for TFR Capital, LLC. 615 $906K 0.28% +5 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 615 $905K -121 Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 610 $899K 0.25% -407 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 609 $897K 0.27% new 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 609 $897K 0.51% -200 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 609 $897K 0.42% -6 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 608 $895K 0.09% -6 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 606 $892K 0.02% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 604 $889K 0.04% -28 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 601 $885K 0.07% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 601 $885K 0.36% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 600 $883K 0.27% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 596 $882K 0.05% -3 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 599 $882K 0.84% +110 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 598 $881K 0.21% -149 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 593 $873K 0.07% +10 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 592 $872K 0.2% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 592 $872K 0.03% -103 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 592 $872K 0.18% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 591 $870K 0.03% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 588 $866K 0.05% +80 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 587 $864K 0.18% +2 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 587 $864K 0.36% -7 13F-HR Timeline BANK OZK More: the full row for BANK OZK 586 $863K 0.3% +2 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 584 $860K 0.49% +7 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 584 $860K 0.05% +110 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 583 $858K 0.36% -121 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 583 $858K 0.01% new 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 477 $856K 0.12% -212 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 576 $848K 0.08% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 576 $848K 0.1% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 574 $845K 0.17% -13 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 562 $830K 0.2% -42 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 562 $827K 1.14% +325 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 561 $826K 0.3% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 560 $825K 0.21% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 557 $820K 0.31% +105 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 555 $818K 0.06% +1 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 555 $817K 0.1% +20 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 466 $814K 0.17% +8 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 551 $811K 0.13% +359 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 548 $806K 0.63% +360 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 547 $805K 0.1% -27 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 543 $800K 0.02% 0 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 540 $795K 0.67% -4 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 538 $792K 0.36% -306 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 637 $790K 0.01% +90 13F-HR Timeline Group