Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,819 $1.47M 0.07% -124 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,806 $1.47M 0.02% +96 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,707 $1.44M 0.02% -169 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 4,700 $1.44M 1.12% -35,300 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,699 $1.44M 0.76% +38 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,627 $1.41M 0.43% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,613 $1.41M 0.1% +392 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,612 $1.41M 0.15% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,563 $1.39M 0.02% -250 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,544 $1.39M 0.05% +2,071 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,510 $1.38M 0.02% +604 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,453 $1.36M 0.09% -32 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,438 $1.36M 0.07% +1,092 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,396 $1.34M 0.25% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,393 $1.34M 0.31% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,829 $1.34M 0.03% 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,388 $1.34M 0.96% -100 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,383 $1.34M 0.04% +901 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,382 $1.34M 0.66% +132 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,364 $1.33M 1.26% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,360 $1.33M 0.06% -130 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,348 $1.33M 0.36% -338 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,343 $1.33M 0.45% -4,619 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,327 $1.32M 0.07% -3,117 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,315 $1.32M 0.08% +404 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,274 $1.31M 0.03% +2,556 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,257 $1.3M 0.02% +325 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,222 $1.29M 0.47% -1,398 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,211 $1.29M 0.03% +90 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,207 $1.28M 0.96% -529 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 4,204 $1.28M -169 Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,200 $1.28M 0.37% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,190 $1.28M 0.21% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,170 $1.27M 0.01% +47 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,162 $1.27M 0.22% -255 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,160 $1.27M 0.08% +2,990 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,153 $1.27M 0.11% +96 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,149 $1.27M 1.31% -323 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,356 $1.26M 0.35% +139 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,122 $1.26M 0.01% +501 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,121 $1.26M 0.15% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,112 $1.26M 0.01% +2,339 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,111 $1.26M 0.07% +989 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,075 $1.24M 0.86% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,062 $1.24M -34,452 Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,049 $1.24M 0.04% -7,966 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,047 $1.24M 0.01% -16,149 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 4,044 $1.24M 0.9% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 4,015 $1.23M 0.48% +15 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,012 $1.23M 0.03% -1,373 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,011 $1.23M 0.01% +239 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,997 $1.22M 0.03% +362 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,967 $1.21M 0.03% +2,521 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,955 $1.21M 0.07% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,940 $1.2M 0.29% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,922 $1.2M 0.35% -12 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,902 $1.19M 0.23% +52 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,010 $1.19M 0.05% +1,000 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,892 $1.19M 0.14% +250 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,859 $1.18M 0.35% +231 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,813 $1.16M 0.28% -327 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,796 $1.16M 0.01% +13 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,606 $1.16M 0.1% 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 3,753 $1.15M 0.1% -44 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,716 $1.13M 0.05% +115 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,707 $1.13M 0.07% -528 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,652 $1.12M 0.41% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,643 $1.11M 0.02% +356 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,640 $1.11M 0.42% -141 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,688 $1.11M 0.55% +6 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,615 $1.1M 0.34% +13 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,599 $1.1M 0.02% +106 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,581 $1.09M 0.03% +3,026 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,572 $1.09M 0.06% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,572 $1.09M 0.24% -855 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,571 $1.09M 0.01% -33 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,571 $1.09M 1.01% +990 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,569 $1.09M 0.41% new 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 3,560 $1.09M 0.25% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,553 $1.09M 0.02% +3,356 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,545 $1.08M 0.18% -81 13F-HR Timeline Group TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,532 $1.08M 0.13% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,476 $1.06M 0.03% -487 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,471 $1.06M 0.05% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,440 $1.05M 0.6% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,430 $1.05M 0.44% -5 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,508 $1.04M 0.01% +3,312 13F-HR Timeline Group Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,409 $1.04M 0.58% +2,400 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,406 $1.04M 0.87% +157 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,378 $1.03M 0.02% -4,978 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,369 $1.03M 0.21% +131 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,367 $1.03M 0.14% -1,109 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,367 $1.03M 0.04% +44 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,366 $1.03M 0.03% -648 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,339 $1.02M 0.03% +15 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,437 $1.01M 0.02% -57 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,263 $996K 0.04% +2,233 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,249 $992K 0.02% -2,596 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,247 $992K 0.05% +668 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,241 $990K 0.03% +53 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,230 $986K 0.05% -600 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,223 $984K 0.07% -1,126 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,213 $981K 0.07% -11 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,211 $981K 0.41% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,203 $978K +611 Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,201 $978K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,173 $969K 0.02% +1,063 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,160 $965K 0.48% -50 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,153 $963K 0.08% -44 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,149 $962K 0.03% +1,021 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,146 $961K 0.82% -120 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,145 $960K 0.16% -183 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,107 $949K 0.85% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,101 $947K 0.02% +115 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 3,100 $947K 0.44% 0 13F-HR/A Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,099 $946K 0.07% +79 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,090 $944K 0.04% +173 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,087 $943K 0.01% -22 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,083 $942K 0.06% +117 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,072 $938K 0.01% -34 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,068 $937K 0.49% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,049 $931K 0.01% +1,002 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,030 $925K 0.05% -216 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 3,020 $922K 0.63% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,017 $921K 0.26% +734 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,004 $917K 0.4% -7 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,973 $908K 0.08% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,959 $904K 0.04% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,959 $904K <0.01% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,948 $900K 0.57% -762 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,026 $899K 0.02% +1,936 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,940 $898K 0.29% +1,500 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 2,920 $892K <0.01% -663 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,908 $888K 0.01% -11,347 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,924 $886K 0.06% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,854 $872K 0.12% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,847 $869K 0.01% -75 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,806 $857K 0.3% +563 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,794 $853K <0.01% -1,676 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,792 $853K 0.48% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,773 $847K 0.03% -2,882 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,761 $843K <0.01% +99 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,757 $842K 0.07% +74 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,757 $842K 0.04% +885 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,751 $840K 0.02% +795 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,735 $835K 0.04% +414 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,733 $835K 0.15% -2,506 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,728 $833K 0.19% +30 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,727 $833K 0.06% -1,376 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,657 $811K 0.03% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,657 $811K 0.17% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,623 $801K 0.01% +44 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,601 $794K 0.22% -2,670 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,600 $794K 0.02% 0 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,600 $794K 0.21% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,600 $794K 0.05% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,596 $793K 0.06% -77 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,588 $790K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,583 $789K 0.07% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,556 $781K 0.43% +259 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,554 $780K 1.26% -5 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,656 $775K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,517 $769K 0.18% -546 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,508 $766K 0.17% -100 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,501 $764K 0.14% +40 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,500 $764K 0.04% -182 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,545 $763K 0.1% -1,885 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,492 $761K 0.03% -7 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,492 $761K 0.07% -40 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,492 $761K 0.02% +6 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,488 $760K 0.18% -57 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,484 $759K 0.01% +234 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,483 $758K 0.17% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,482 $758K 0.06% +2,254 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,481 $758K 0.13% -650 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,480 $757K 0.32% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,477 $757K 0.04% +73 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,473 $755K 0.02% +382 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,468 $754K 0.04% -3,574 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,440 $745K 0.02% +233 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,421 $739K 0.21% -6 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,420 $739K 0.17% -128 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,410 $736K 0.09% -50 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,409 $736K 0.1% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,408 $735K 0.03% +24 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,391 $730K 0.21% -697 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,390 $730K 0.1% +10 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,388 $729K 0.02% +423 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,384 $728K 0.09% +205 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,382 $728K 0.5% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,374 $725K 0.03% -953 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,362 $721K 0.37% -100 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,351 $718K 0.6% +1,511 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,346 $716K 0.2% -416 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,342 $715K 0.3% -19 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,337 $714K 0.01% -6 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,331 $712K 0.04% +20 13F-HR Timeline Raleigh Capital Management Inc. 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