TRUST POINT INC. More: the full row for TRUST POINT INC. 2,586 $1.23M 0.1% +35 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,584 $1.23M 0.21% +16 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,578 $1.22M 0.05% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,578 $1.22M 0.15% +102 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,567 $1.22M 0.09% +7 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,557 $1.21M 1.35% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,552 $1.21M 0.39% +8 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,551 $1.21M 0.24% -55 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,549 $1.21M 0.59% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,545 $1.21M 0.07% -1,392 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,883 $1.21M 0.21% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,529 $1.2M 0.04% +895 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,517 $1.2M 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,505 $1.19M 0.03% +379 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,504 $1.19M 0.35% +532 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,503 $1.19M 0.02% +134 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,496 $1.19M 0.03% +8 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,487 $1.18M 0.21% +533 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,478 $1.18M 0.09% -1,192 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,478 $1.18M 0.03% +110 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,460 $1.17M 0.01% +40 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,450 $1.17M 0.02% -1 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,450 $1.16M 0.55% 0 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,449 $1.16M 0.02% +985 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,428 $1.15M 0.16% +383 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,419 $1.15M 0.48% +103 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,410 $1.14M 0.06% -595 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,402 $1.14M 0.31% -219 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,401 $1.14M 0.22% +1,907 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,385 $1.13M 0.27% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,385 $1.13M 0.11% +175 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,377 $1.13M 0.03% +369 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,362 $1.12M 0.86% +259 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,356 $1.12M 0.1% +10 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,356 $1.12M 0.2% +503 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,348 $1.12M 0.35% -9 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,341 $1.11M 0.06% -55 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,340 $1.11M 0.12% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,320 $1.1M 0.71% -795 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,316 $1.1M 0.17% +2 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,313 $1.1M 0.34% +70 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,313 $1.1M 0.88% new 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,305 $1.09M 0.01% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,297 $1.09M 0.09% +49 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,288 $1.09M 0.1% +770 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,279 $1.08M 0.15% -43 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,270 $1.08M 0.05% +38 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,258 $1.07M 0.01% +1,155 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,235 $1.07M 0.02% +170 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,236 $1.06M 0.42% -55 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,228 $1.06M 0.27% -12 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,223 $1.06M 0.02% +68 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,222 $1.06M 0.15% +105 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,222 $1.06M 0.13% +31 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,219 $1.05M 0.03% +709 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,255 $1.05M 0.52% -5 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,202 $1.05M 0.04% -729 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,189 $1.04M 0.29% +54 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,208 $1.04M 0.21% -55 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,183 $1.04M 0.03% -7 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,174 $1.03M 0.05% -100 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,173 $1.03M 0.07% 0 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 2,171 $1.03M 1.17% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,167 $1.03M 0.2% +39 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,162 $1.03M 0.2% +90 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,161 $1.03M 0.23% -44 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,160 $1.03M 0.14% -1 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,156 $1.02M 0.27% -14 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,150 $1.02M 0.15% -24 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,150 $1.02M 0.03% -1,222 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,136 $1.01M 0.09% +108 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,133 $1.01M 0.12% +20 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,109 $1M 0.04% new 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,108 $1M 0.02% +56 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,102 $998K 0.16% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,096 $996K 0.04% +15 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,093 $994K 0.19% +115 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,078 $987K 0.04% -1,036 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,212 $987K 0.26% -58 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,060 $978K 0.45% -270 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,057 $977K 0.34% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,052 $975K 0.15% -17 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,047 $972K 0.14% +35 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,039 $969K 0.46% +184 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,034 $966K 0.04% +1,182 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,027 $963K 0.45% -657 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,026 $962K 0.54% +108 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,019 $959K 0.51% -30 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,002 $951K 0.21% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,000 $950K 0.84% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,994 $947K 0.12% +1,464 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,992 $946K +114 Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,990 $945K 0.11% -10 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,984 $942K 0.03% +1,124 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,982 $941K 0.23% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,982 $941K 0.19% +143 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 1,971 $936K 0.22% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,968 $935K 0.44% +40 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,966 $934K 0.03% +223 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,962 $932K 0.37% -192 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,951 $927K 0.02% -1 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,949 $926K 0.27% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,942 $922K 0.16% +1,004 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,941 $922K 0.83% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,926 $915K 0.58% +44 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,919 $912K 0.09% +268 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,918 $911K 0.41% +5 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,917 $911K 0.06% +28 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,921 $908K -10 Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,886 $896K 0.06% -97 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,918 $895K 0.08% -1,175 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,883 $894K 0.41% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,880 $893K 0.02% -1,857 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,879 $893K 0.06% -2,497 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,869 $888K 0.18% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,864 $885K 0.11% +60 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,849 $878K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,849 $878K 0.19% -84 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,848 $878K 0.19% +141 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,837 $873K 0.36% -54 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,829 $869K 0.03% +50 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,828 $868K 0.4% +111 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,822 $865K 0.55% -8 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,820 $864K 0.03% -24,874 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,819 $864K 0.17% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,812 $861K 0.36% -14 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,811 $860K 0.07% -36 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,807 $858K 0.28% -110 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,805 $857K 0.78% -468 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,800 $855K 0.01% +22 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,799 $855K 0.33% -160 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,797 $854K 0.16% +12 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,785 $848K 0.03% -246 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,784 $847K 0.03% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,782 $846K 0.02% -1,667 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,781 $846K 0.09% -9 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,779 $845K 0.09% -362 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,777 $844K 0.01% -20 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,776 $844K 0.11% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,767 $839K 0.49% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,767 $839K 0.06% -125 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,003 $837K 0.29% +18 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,756 $834K 0.24% +187 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,750 $831K 0.11% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,746 $830K 0.09% -701 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 1,744 $828K 0.07% +246 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,735 $824K 0.03% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,733 $823K 0.01% +1,641 13F-HR Timeline Group 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 1,729 $821K 0.06% -31 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,724 $819K 0.18% +250 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,718 $816K 0.03% -165 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,718 $816K <0.01% -768 13F-HR/A Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,701 $808K 0.34% +141 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,787 $807K 0.02% +64 13F-HR/A Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,696 $806K 0.22% +199 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,686 $801K 0.55% -39 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,685 $801K 0.22% -313 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,682 $799K 0.09% -139 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,682 $799K 0.05% +136 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,677 $797K 0.32% -150 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,650 $784K 0.02% 0 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,647 $782K 0.24% -15 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,637 $778K 0.01% +127 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,629 $774K 0.25% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,624 $771K 0.49% +5 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,611 $765K 0.21% -1 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,606 $763K 0.25% -35 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,604 $762K 0.01% -500 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,602 $761K 0.05% +65 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,602 $761K 0.16% -44 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,600 $760K 0.02% -52 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 1,600 $760K 0.41% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,596 $758K 0.17% +773 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,589 $755K 0.02% +25 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,577 $749K 0.05% -35 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,575 $748K 0.32% -35 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,568 $745K 0.11% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,565 $743K 0.26% -85 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,561 $741K 0.03% +341 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,558 $740K 0.18% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,555 $739K 0.04% +18 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 1,553 $738K 0.43% +29 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,538 $731K 0.04% -52 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,526 $725K 0.24% -182 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,525 $724K 0.02% -8 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,514 $719K 0.04% -69 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,512 $718K 0.04% -33 13F-HR Timeline Group O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,511 $718K 0.22% -31 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,500 $712K 0.33% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,500 $712K 0.06% +97 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,499 $712K 0.03% +385 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,488 $707K 0.08% +81 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,485 $705K 0.51% -150 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,483 $705K 0.05% +29 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,636 $703K 0.06% +549 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,480 $703K 0.24% -120 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,479 $703K 0.05% +260 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,475 $701K 0.42% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,464 $695K 0.03% +150 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,462 $694K 0.17% +10 13F-HR Timeline