QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,244 $2.2M 0.15% -15 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,223 $2.19M 0.14% +19 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,222 $2.19M 0.04% +442 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,218 $2.18M 0.12% -100 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 5,200 $2.17M 0.06% 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,177 $2.17M 0.3% +2 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,175 $2.17M 0.1% +155 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,126 $2.15M 0.1% +44 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,124 $2.15M 0.29% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,109 $2.14M 0.11% +112 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,108 $2.14M 0.08% +292 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,071 $2.12M 0.19% +89 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,068 $2.12M 0.11% +200 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,023 $2.1M 0.12% +95 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,017 $2.1M 0.03% +221 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,012 $2.1M 0.86% +181 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,000 $2.09M 2.47% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,993 $2.09M 0.74% 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,986 $2.09M 0.76% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,984 $2.09M 0.17% +440 13F-HR/A Timeline Trium Capital LLP More: the full row for Trium Capital LLP 4,962 $2.08M 1.59% +1,110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,959 $2.08M 0.08% +1,842 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,965 $2.07M 0.58% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,964 $2.07M 0.21% +455 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 4,899 $2.05M 0.21% -87 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 4,630 $2.05M 0.12% -8 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,887 $2.05M 0.36% -58 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,855 $2.03M 0.02% -459 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,805 $2.01M 0.21% +580 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,681 $1.96M 0.86% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,662 $1.95M 0.18% +1,360 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,644 $1.94M 0.1% +2,498 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,638 $1.94M 0.06% -197 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,640 $1.94M 0.13% +795 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 4,591 $1.93M 0.2% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,600 $1.93M 0.08% -741 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,533 $1.9M 0.08% +704 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,526 $1.9M 0.41% +104 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,483 $1.89M 0.31% +39 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,509 $1.89M 0.04% +29 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,499 $1.88M 0.41% -1,362 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,480 $1.88M 0.33% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,466 $1.87M 0.09% +248 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,463 $1.87M 0.04% +83 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 4,450 $1.86M 0.13% +3,797 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,432 $1.86M 0.17% +414 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 4,428 $1.85M 0.17% -439 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,382 $1.83M 0.18% +134 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,375 $1.83M 0.12% -1,794 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 4,369 $1.83M 0.34% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,338 $1.82M 0.5% -35 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,332 $1.81M 1.27% -36 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,331 $1.81M 0.11% -190 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,292 $1.8M 0.14% -69 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,288 $1.8M 1.53% +10 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,280 $1.79M 0.02% +110 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,267 $1.79M 0.05% -420 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,257 $1.78M 0.07% -52 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,231 $1.77M 0.03% -109 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 4,188 $1.75M 0.06% +2,633 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,182 $1.75M 0.28% +2,751 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,177 $1.75M 1.55% +4 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,165 $1.74M 0.93% +52 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,158 $1.74M 0.03% +565 13F-HR/A Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,143 $1.73M 0.29% +44 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,138 $1.73M 0.32% +24 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,130 $1.73M 0.03% +67 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,088 $1.71M 0.2% -781 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,065 $1.7M 0.23% +128 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,060 $1.7M 0.69% 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,038 $1.69M 0.01% +3,394 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,020 $1.68M 0.73% +6 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,009 $1.68M 0.47% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,973 $1.66M 0.16% -43 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,971 $1.66M 0.04% 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 3,961 $1.66M 0.57% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,946 $1.65M 0.1% -105 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,918 $1.65M 0.05% +619 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,900 $1.63M 1.09% +1,735 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,881 $1.62M 0.05% -49 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,867 $1.62M 0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,867 $1.62M 0.1% -132 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,858 $1.62M 0.05% -451 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,847 $1.61M 0.07% -3,394 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,832 $1.6M +13 Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,830 $1.6M 0.19% -136 13F-HR Timeline American Trust More: the full row for American Trust 3,809 $1.59M 0.12% +191 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,807 $1.59M 0.16% +287 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,847 $1.59M 0.08% -127 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,797 $1.59M 0.13% +7 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,758 $1.57M 0.78% +83 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,740 $1.57M 0.04% -5,264 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,714 $1.55M 0.09% +666 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,712 $1.55M 0.56% +73 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,700 $1.55M 0.54% -18 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,689 $1.54M 0.12% -28 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,681 $1.54M 0.05% +383 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,637 $1.52M 0.08% -395 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,615 $1.51M 0.08% -2,127 13F-HR/A Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,614 $1.51M 0.22% -179 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,609 $1.51M 0.2% -1,102 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 3,607 $1.51M 0.44% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,572 $1.5M 0.46% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,569 $1.49M 0.02% -231 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,561 $1.49M 0.27% -15 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,389 $1.49M 0.01% +143 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,531 $1.48M 0.38% +2 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,524 $1.48M 0.15% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,524 $1.48M 0.06% -2,196 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,520 $1.47M 0.1% -51 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,494 $1.46M 0.15% -48 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,200 $1.45M 0.15% +176 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,445 $1.44M 0.08% +167 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,442 $1.44M 0.09% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,429 $1.44M 0.05% -646 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,429 $1.44M 0.09% -14 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,402 $1.42M 0.1% +62 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,388 $1.42M 0.17% -427 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,380 $1.42M 0.01% -1,887 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,364 $1.41M 0.18% -175 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,312 $1.39M 0.41% +231 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,302 $1.38M 0.05% -39 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,283 $1.37M 0.09% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 3,280 $1.37M 0.58% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,970 $1.37M 0.77% -80 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,259 $1.36M 0.14% -1 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,247 $1.36M 0.16% +75 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,244 $1.36M 0.5% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,240 $1.36M 0.1% -2,352 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,232 $1.35M 0.06% +2,341 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,224 $1.35M 0.05% +114 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,224 $1.35M 0.01% +70 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 3,224 $1.35M 0.17% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,213 $1.35M 0.35% -35 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,210 $1.34M 0.05% -2,670 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,209 $1.34M 0.01% +163 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,206 $1.34M 0.3% -375 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,196 $1.34M 0.07% -76 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,223 $1.33M +281 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,183 $1.33M 0.04% +83 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,149 $1.32M 0.27% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,137 $1.31M 0.1% -791 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,118 $1.31M 1.11% -778 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,116 $1.3M 0.26% +25 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,100 $1.3M 0.15% +42 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,100 $1.3M 0.03% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,101 $1.3M 0.02% +1,368 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 3,083 $1.29M 0.04% -308 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,069 $1.29M 0.06% +254 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,070 $1.28M 1.15% -94 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,066 $1.28M 0.36% -1,668 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,066 $1.28M 0.06% -302 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,063 $1.28M 0.02% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,051 $1.28M 0.1% +86 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,037 $1.27M 0.06% -11,870 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,030 $1.27M 0.68% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,025 $1.27M 0.04% -51 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,009 $1.26M 0.05% +20 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,999 $1.26M 0.18% -56 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,993 $1.25M 0.28% -7 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,744 $1.25M 1.37% 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 2,962 $1.24M 0.4% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,959 $1.24M 0.12% +128 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,948 $1.23M 0.02% +122 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,938 $1.23M 0.14% -90 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,935 $1.23M 0.08% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,648 $1.22M 0.5% -208 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,911 $1.22M 0.09% -20 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,883 $1.21M 0.22% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,880 $1.21M 0.55% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. G&S Capital LLC More: the full row for G&S Capital LLC 2,874 $1.2M 0.5% -24 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,838 $1.19M 0.02% +55 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,820 $1.18M 0.57% -31 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,815 $1.18M -2,713 Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,813 $1.18M 0.18% +52 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,805 $1.17M 0.09% -387 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,796 $1.17M 0.04% -331 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,790 $1.17M 0.05% new 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 2,790 $1.17M 0.57% +90 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,787 $1.17M 0.04% -125 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. 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