Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,292 $2.1M 0.11% -622 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,287 $2.1M 0.03% +6,957 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 12,280 $2.1M 0.01% 0 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 12,269 $2.1M 1.24% 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,260 $2.1M 0.04% +88 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 12,198 $2.09M 0.35% -513 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,156 $2.08M 0.3% -289 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,136 $2.08M 0.24% +531 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,135 $2.08M 0.35% +735 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 12,127 $2.08M 0.6% -474 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,071 $2.07M 0.07% 0 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 12,049 $2.06M 0.48% 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 11,990 $2.06M 2.07% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 12,000 $2.05M 0.99% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,989 $2.05M 0.01% +643 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,976 $2.05M 0.05% +2,620 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,677 $2.04M 0.05% +11,098 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 11,869 $2.03M 0.25% -1,359 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,864 $2.03M 0.07% +918 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,800 $2.02M 0.02% -1,810 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 11,794 $2.02M 0.34% -932 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 11,745 $2.01M 0.07% +120 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,738 $2.01M 0.06% -75 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 11,660 $2M 0.47% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,620 $1.99M 0.24% -201 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,571 $1.98M 0.11% -11 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,559 $1.98M 0.14% +564 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,551 $1.98M 0.17% +3,230 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 11,544 $1.98M 0.14% +1,440 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 11,536 $1.97M 0.84% -234 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 11,500 $1.97M 0.9% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 11,480 $1.97M 0.11% +5,705 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 11,432 $1.96M 1.09% -2,629 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,412 $1.95M 0.12% +337 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 11,406 $1.95M 1.4% -1,381 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 11,373 $1.95M 0.11% +3 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 11,368 $1.95M 0.56% -24 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 11,376 $1.95M 0.53% +7,674 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 11,250 $1.93M 0.24% +460 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 11,215 $1.92M 2% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,805 $1.91M 0.16% +5,798 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 11,180 $1.91M 0.21% 0 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 11,165 $1.91M 2.06% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,147 $1.91M 0.1% +441 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 11,124 $1.9M 1.44% -17,682 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 11,117 $1.9M 0.45% -6,388 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 11,115 $1.9M 0.57% -2,674 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 11,113 $1.9M 0.69% -2,634 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,050 $1.89M 0.14% +5,000 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,037 $1.89M 0.66% +52 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,026 $1.89M 0.17% +2,036 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 11,005 $1.88M 0.13% -4,017 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 11,000 $1.88M 0.65% new 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 10,914 $1.87M 0.43% -2,586 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10,904 $1.87M 0.04% +310 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,792 $1.85M 0.41% -5,850 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,657 $1.82M 0.41% +2,604 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,651 $1.82M 0.05% -1,615 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10,642 $1.82M 0.72% +3,378 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 10,539 $1.8M 0.33% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,489 $1.8M 0.12% +657 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10,493 $1.8M 1.05% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,452 $1.79M 0.12% -2,515 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,318 $1.79M 0.08% -864 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 10,417 $1.78M 1.2% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 10,385 $1.78M 0.88% -80 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,356 $1.77M 0.06% +444 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 10,330 $1.77M 0.32% -712 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,298 $1.76M 0.08% -1,632 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,260 $1.76M 0.31% +8,060 13F-HR Timeline Busey Bank More: the full row for Busey Bank 10,239 $1.75M 0.05% +464 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,199 $1.75M 0.04% +852 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 10,105 $1.73M 1.5% -69 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 10,077 $1.72M 1.65% 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 10,063 $1.72M 0.72% +1,747 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,979 $1.71M 0.21% -119 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 9,940 $1.7M 1.03% -170 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,900 $1.69M 0.53% -55 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,900 $1.69M 0.32% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 9,750 $1.67M 0.29% -3,670 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 9,746 $1.67M 0.49% +156 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,715 $1.66M 0.44% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,679 $1.66M 1.04% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,649 $1.65M 0.1% +1,056 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,600 $1.64M 0.67% -506 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,597 $1.64M -166 Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 9,497 $1.63M 1.38% -15,216 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 9,460 $1.62M 1.01% 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 9,435 $1.62M 0.25% +3 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 9,406 $1.61M <0.01% +8,986 13F-HR Timeline Group SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 9,300 $1.59M 0.04% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,220 $1.58M 0.03% 0 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 9,201 $1.58M 1.09% -165 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,181 $1.57M 0.52% -284 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 9,168 $1.57M 0.51% -314 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,119 $1.56M 0.05% +2,244 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 9,111 $1.56M 0.18% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,100 $1.56M 1.01% -100 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9,084 $1.55M 0.28% +515 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 9,051 $1.55M 0.07% -35,321 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 8,908 $1.52M 0.35% +13 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,896 $1.52M 0.17% -465 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,896 $1.52M 0.37% -1,814 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,887 $1.52M 0.08% +97 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,886 $1.52M 0.67% -4,448 13F-HR Timeline 111 Capital More: the full row for 111 Capital 8,885 $1.52M 0.33% -18,476 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,857 $1.52M 0.07% -1,821 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,846 $1.51M 0.11% -1,308 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 8,842 $1.51M 0.4% -132 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,824 $1.51M 0.06% -257 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,762 $1.5M 0.02% +217 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,757 $1.5M 0.06% -1,396 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 8,746 $1.5M 0.08% +1,773 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,693 $1.49M 0.19% +478 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 8,665 $1.48M 0.21% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,630 $1.48M 0.07% -174 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,610 $1.47M 0.18% +396 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 8,569 $1.47M 0.62% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 8,563 $1.47M 0.49% +558 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,547 $1.46M 0.67% -397 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 8,536 $1.46M 0.76% +86 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,458 $1.45M 0.04% +12 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,374 $1.43M 0.2% +19 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,364 $1.43M 0.29% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,329 $1.43M 0.04% -55 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,315 $1.42M 0.76% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,305 $1.42M 0.06% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8,250 $1.42M 0.23% +40 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,256 $1.42M 0.47% +43 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,268 $1.42M 0.02% -3,173 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 8,250 $1.41M 0.74% 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 8,244 $1.41M 0.52% -5,008 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 8,243 $1.41M 1.01% +1,688 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,235 $1.41M 0.47% +167 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,219 $1.41M 0.04% -20,538 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,200 $1.4M 0.36% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,199 $1.4M 0.17% -7 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,191 $1.4M 0.04% +1,826 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,185 $1.4M 0.04% +661 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 8,184 $1.4M 1.76% -3,259 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,144 $1.4M 0.18% -92 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,143 $1.4M 0.08% +2,057 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,051 $1.38M 0.18% -683 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 8,038 $1.38M 0.34% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 8,018 $1.37M 0.25% +322 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,015 $1.37M 0.09% -1,293 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,000 $1.37M 0.25% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,000 $1.37M 0.08% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,996 $1.37M 0.04% +80 13F-HR Timeline Group Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 7,994 $1.37M 1.02% 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 7,967 $1.36M 0.71% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 7,934 $1.36M 1.06% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,903 $1.35M 0.47% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,867 $1.35M 0.14% -175 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,865 $1.35M 0.01% -6,125 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,778 $1.33M 0.39% -3,338 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 7,763 $1.33M 1.29% -4,750 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,759 $1.33M 0.57% +178 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,737 $1.32M 0.07% +66 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,735 $1.32M 0.57% -69 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,731 $1.32M 0.04% +534 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,725 $1.32M 0.15% -9,194 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,723 $1.32M 0.28% +690 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 7,653 $1.31M 1.04% -17 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,624 $1.3M 0.54% +639 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,509 $1.29M 0.25% -1,256 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,304 $1.28M 0.29% -1,303 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,489 $1.28M 0.24% +335 13F-HR Timeline STF Management LP More: the full row for STF Management LP 7,485 $1.28M 1.2% -12,144 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 7,483 $1.28M 0.2% +1,394 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,467 $1.28M 0.2% +198 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,429 $1.27M 0.28% -410 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,424 $1.27M 0.26% -686 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,421 $1.27M 0.05% +159 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,404 $1.25M 0.1% -7,507 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,308 $1.25M 0.5% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,296 $1.25M 0.02% +151 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,282 $1.25M 0.09% +104 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 7,255 $1.24M 0.18% -33,970 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 7,254 $1.24M +2,287 Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,250 $1.24M 0.05% +2,240 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,238 $1.24M 0.08% -121 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,221 $1.24M 0.02% +354 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,218 $1.24M 0.02% -70 13F-HR Timeline Group QVR LLC More: the full row for QVR LLC 7,217 $1.24M 0.86% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,203 $1.23M 0.06% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 7,197 $1.23M 0.02% -28,656 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,164 $1.23M 0.17% +494 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,158 $1.23M 0.05% -542 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,118 $1.22M 0.06% +1,144 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,118 $1.22M 0.19% -3,734 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,996 $1.22M 0.34% -208 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,093 $1.21M 0.08% -207 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,091 $1.21M 0.15% +84 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 7,052 $1.21M 0.32% -64 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,019 $1.2M 0.24% +364 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,007 $1.2M 0.32% +4,053 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,000 $1.2M 0.08% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 7,000 $1.2M 0.3% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,995 $1.2M 0.41% -909 13F-HR Timeline