Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,134 $396K 0.02% +98 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,047 $391K 0.01% -1,529 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,045 $391K 0.01% -490 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,025 $391K 0.09% -75 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,038 $391K 0.01% -982 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,973 $387K 0.07% -88 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,970 $387K 0.02% -6,330 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,967 $387K 0.02% -462 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,960 $386K 0.04% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,956 $386K 0.06% +2,194 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,897 $383K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,890 $383K 0.18% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,801 $378K 0.16% -4,500 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,792 $377K 0.02% +24 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 6,705 $372K 0.06% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,681 $371K 0.15% +305 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,645 $369K 0.07% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,645 $369K 0.02% +156 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,627 $368K 0.01% -2,868 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,627 $368K 0.04% +169 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,534 $365K 0.02% +116 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,577 $365K 0.09% -6,191 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,551 $364K <0.01% -63 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,546 $363K 0.03% +188 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 6,519 $362K <0.01% -183,882 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,506 $361K 0.01% +1,932 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,355 $357K 0.02% +148 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,919 $356K 0.01% +68 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 6,402 $356K 0.09% +631 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 6,391 $355K 0.01% new 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,325 $351K 0.03% +505 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,323 $351K 0.01% -401 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 6,321 $351K 0.09% +2 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,253 $351K 0.02% -2,024 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,245 $347K <0.01% -1 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,234 $346K 0.02% -841 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,209 $345K 0.02% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,176 $343K 0.07% -220 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 6,173 $343K 0.14% +2,532 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,154 $342K 0.18% +482 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 6,126 $340K 0.25% -2,948 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,110 $339K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,100 $339K <0.01% new 13F-HR Timeline Group Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,100 $339K 0.15% +414 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,071 $337K 0.01% -225 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 6,068 $337K 0.09% -5,629 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 6,063 $337K 0.17% +338 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,034 $335K 0.01% +551 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,028 $335K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,021 $334K 0.04% +115 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,013 $334K 0.06% +363 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 6,000 $333K 0.12% +900 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,976 $332K 0.08% +1,165 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,967 $331K 0.03% -6,422 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,962 $331K 0.03% -234 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,956 $331K 0.02% +1,419 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,936 $330K 0.01% +264 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,920 $329K 0.06% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,900 $328K 0.02% +2,960 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,900 $328K 0.23% new 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,897 $327K 0.04% -4,627 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,630 $327K 0.02% -196 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,850 $325K 0.01% -378 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,812 $323K 0.04% +1,656 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 5,775 $321K 0.07% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,754 $320K 0.02% +439 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,737 $319K 0.02% -889 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,685 $316K <0.01% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,667 $315K -3,711 Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,663 $314K 0.01% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,639 $313K 0.03% -1,274 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,632 $313K 0.05% +227 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,629 $313K <0.01% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,590 $310K 0.02% +1,384 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,586 $310K 0.02% -7,075 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,503 $306K 0.08% -478 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,484 $305K 0.06% -972 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,481 $304K 0.33% +85 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 5,470 $304K 0.11% -200 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,428 $301K <0.01% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,408 $300K 0.01% -146 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,391 $299K 0.01% +543 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,378 $299K 0.05% +518 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,367 $298K 0.12% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,327 $296K 0.01% -824 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,280 $293K 0.15% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,265 $292K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,244 $291K 0.03% +666 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,200 $289K 0.02% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,168 $287K 0.1% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,165 $287K 0.03% +156 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,146 $286K 0.19% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,117 $284K 0.02% +100 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 5,107 $284K 0.1% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,100 $283K 0.01% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,095 $283K 0.02% +243 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5,082 $282K 0.03% -150 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 5,065 $281K <0.01% -97,176 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,051 $280K 0.19% +100 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,040 $280K 0.02% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,040 $280K 0.01% +2,018 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,004 $280K <0.01% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,018 $279K 0.08% +131 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,003 $278K 0.04% -567 13F-HR Timeline Group Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 5,005 $278K 0.07% +50 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,983 $277K 0.12% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,979 $277K 0.01% +1,481 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,958 $275K 0.13% +23 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,940 $274K 0.03% +9 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 4,914 $273K 0.15% -92 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,900 $272K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,869 $270K 0.01% -30 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,869 $270K 0.03% -38 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,861 $270K 0.01% +26 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,849 $269K 0.01% +4 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,827 $268K 0.04% +108 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,821 $268K 0.04% +739 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,819 $268K 0.01% -722 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,811 $267K 0.01% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,811 $267K 0.17% +250 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,767 $265K 0.01% +804 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,765 $265K <0.01% -10,030 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,763 $264K 0.11% +317 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,738 $263K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,734 $263K <0.01% +536 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,713 $262K 0.02% +521 13F-HR Timeline Corecam AG More: the full row for Corecam AG 4,695 $261K 0.22% +939 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,431 $259K 0.19% -231 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,659 $259K 0.03% +689 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,417 $259K <0.01% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,645 $258K 0.05% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,600 $255K 0.04% 0 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 4,580 $254K 0.02% -32 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,597 $254K 0.05% +90 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,564 $253K 0.1% +256 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,485 $249K 0.03% +238 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,467 $248K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,446 $247K 0.02% +6 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,442 $247K <0.01% +545 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,436 $246K 0.01% -198 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,435 $246K <0.01% -612 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,424 $246K 0.08% +800 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,407 $245K 0.02% +4,344 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 4,318 $240K 0.06% -146 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,314 $240K 0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,299 $239K 0.01% +1,022 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,271 $237K 0.38% -139 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,236 $235K <0.01% new 13F-HR Timeline Group Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,235 $235K 0.19% -25 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,230 $235K 0.03% -299 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,178 $232K 0.04% +417 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,177 $232K 0.02% -3 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,173 $232K 0.01% -132 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 4,162 $231K 0.19% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,161 $231K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,151 $231K 0.01% -582 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,095 $230K 0.07% -39 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,138 $230K <0.01% +364 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,129 $229K 0.01% -220 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,128 $229K 0.01% +11 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,125 $229K 0.01% -170 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,099 $228K 0.01% +172 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,142 $227K 0.03% 0 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,090 $227K 0.08% +311 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,070 $226K 0.02% +207 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,062 $226K 0.02% -120 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,036 $224K 0.02% +831 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,027 $224K 0.04% -135 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 4,006 $222K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,002 $222K 0.01% +319 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,000 $222K 0.01% 0 13F-HR/A Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $222K 0.04% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,000 $222K <0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,968 $220K 0.01% +39 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,958 $220K <0.01% -92 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,946 $219K 0.01% -1,073 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,942 $219K 0.13% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,926 $218K 0.02% -95 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,920 $218K 0.03% -40 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,910 $217K <0.01% -1,827 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,909 $217K 0.04% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,876 $215K 0.02% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,800 $211K <0.01% new 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,780 $210K 0.03% +749 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,767 $209K 0.12% -259 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,740 $208K 0.06% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,728 $207K 0.02% +487 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,707 $206K 0.01% -54 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,700 $205K 0.01% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,664 $203K 0.02% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,657 $203K 0.42% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,652 $203K 0.03% +2 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,647 $203K 0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,638 $202K 0.05% -490 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,619 $201K 0.03% -319 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,602 $200K 0.1% -273 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,600 $200K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,594 $200K 0.02% +267 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,293 $183K 0.01% -27 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 3,139 $177K 0.1% 13F-HR Timeline