Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,398 $744K 0.25% -157 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,392 $742K 0.29% +45 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,374 $736K 0.14% +43 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,371 $736K 0.07% -465 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,342 $727K 0.19% 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,335 $724K 0.1% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,330 $723K 0.02% -3,852 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,327 $722K 0.24% -29 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,322 $720K <0.01% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,318 $719K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,316 $718K 0.01% -15 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 2,294 $712K 0.15% 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,293 $711K 0.58% -27 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 2,290 $710K 0.37% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,284 $709K 0.36% +32 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,264 $702K 0.38% +5 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,222 $689K 0.19% +30 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,219 $688K 0.1% -23 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,204 $684K 0.02% +176 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,203 $683K 0.03% -354 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,194 $681K 0.02% -618 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,172 $674K 0.31% -1 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,169 $673K 0.14% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,161 $670K 0.01% 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,150 $667K 0.05% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,147 $666K 0.03% +395 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,143 $665K 0.16% -175 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,137 $663K 0.05% +20 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,129 $660K 0.2% -49 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,128 $660K 0.2% +36 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,116 $656K 0.01% +15 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,113 $655K 0.58% 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,110 $655K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,108 $654K 0.04% +6 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,079 $654K 0.01% -1,136 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,099 $652K 0.02% +27 13F-HR/A Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,100 $652K 0.22% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,083 $646K 0.04% -2 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,075 $644K 0.25% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,071 $643K 0.25% -160 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 2,043 $634K 0.38% 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,040 $633K 0.13% 0 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,037 $632K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,022 $627K 0.09% -9 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,021 $627K 0.04% -1 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,007 $623K 0.16% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,004 $622K 0.06% +789 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,003 $622K 0.12% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,001 $621K 0.14% 0 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,001 $621K 0.23% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,891 $621K 0.12% +3 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $620K 0.44% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $620K 0.08% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,988 $617K 0.09% +2 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,988 $617K 0.02% +490 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,900 $614K 0.25% +137 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,976 $613K 0.04% +1,968 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,972 $612K 0.04% +185 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,971 $611K 0.1% +161 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,965 $610K 0.15% +515 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,958 $607K 0.04% 0 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,954 $606K 0.28% +15 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,951 $605K 0.05% +22 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,944 $603K 0.02% +179 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,937 $601K 0.01% -270 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,936 $601K 0.03% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,901 $590K 0.02% -18 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,891 $587K 0.01% -192 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,891 $587K 0.02% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,882 $584K 0.05% +35 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,878 $583K 0.03% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,875 $582K 0.03% 0 13F-HR Timeline Group Unifi Asset Management LP More: the full row for Unifi Asset Management LP 1,872 $581K 0.63% 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,871 $580K 0.07% -164 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,866 $579K 0.08% +100 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,866 $579K 0.02% +46 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,854 $575K 0.05% +3 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,841 $571K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,835 $569K 0.01% +61 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,834 $569K 0.04% -30 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,827 $567K 0.02% 0 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 1,825 $566K 0.03% +46 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,822 $565K 0.08% +256 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,822 $565K 0.1% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,815 $563K 0.05% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,814 $563K 0.07% -18 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,803 $559K 0.03% +99 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,803 $559K 0.04% +574 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,798 $558K 0.01% +43 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,793 $556K 0.01% -62 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,788 $555K 0.02% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,788 $555K 0.2% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,787 $555K 0.01% +547 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,786 $554K 0.06% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,778 $552K 0.04% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,770 $549K 0.03% +611 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,770 $549K 0.39% 0 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,755 $545K 0.03% -70 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,755 $544K 0.62% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,739 $540K 0.15% -1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,729 $536K 0.04% -250 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,729 $536K 0.07% +53 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,720 $534K 0.1% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,718 $533K 0.01% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,717 $533K 0.18% -39 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,717 $533K 0.02% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,702 $528K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,699 $527K 0.04% +212 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,690 $524K 0.17% +61 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,689 $524K 0.13% +1 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,682 $522K 0.02% -187 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,676 $520K 0.09% +8 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,640 $509K 0.02% -60 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,625 $504K 0.12% -109 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,622 $503K 0.28% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,620 $503K 0.01% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,617 $502K 0.47% -2,604 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,548 $495K 0.37% 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,592 $494K 0.06% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,589 $493K 0.04% +5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,583 $491K 0.1% -15 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,627 $491K 0.04% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,571 $487K 0.11% new 13F-HR/A Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,567 $486K 0.26% 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,567 $486K 0.08% +17 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,564 $485K 0.12% -75 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,548 $480K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,544 $479K 0.05% +18 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,542 $478K 0.05% -46 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,483 $477K 0.02% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,533 $476K 0.18% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,531 $475K 0.01% +168 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,526 $474K 0.1% -21 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,506 $473K 0.01% -444 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,515 $470K 0.02% +161 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,511 $469K 0.04% -32 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,510 $468K 0.04% +12 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,507 $468K 0.13% -24 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,500 $465K 0.12% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,500 $465K 0.34% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,495 $464K 0.01% +306 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,493 $463K 0.04% +142 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,489 $462K 0.06% +54 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,479 $459K 0.03% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,463 $454K 0.39% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,462 $454K 0.05% -774 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,729 $453K <0.01% -6,855 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,459 $453K 0.04% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,458 $452K 0.1% +1 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,448 $449K 0.13% 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,448 $449K 0.02% -321 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,448 $449K 0.03% +10 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,446 $449K 0.01% -538 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,440 $447K 0.2% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,433 $445K 0.03% -1,183 13F-HR/A Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,422 $441K 0.19% +13 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,421 $441K 0.02% -148 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 1,414 $439K 0.39% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,411 $438K 0.01% -3,332 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,408 $437K 0.02% -2,682 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,400 $434K 0.2% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,397 $433K 0.06% +100 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,385 $430K 0.11% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,379 $428K 0.04% -31,507 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. 1,375 $427K 0.01% +11 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,373 $426K 0.03% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,370 $425K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,362 $423K 0.01% -187 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,360 $422K <0.01% -21 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,355 $420K 0.12% -30 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 1,351 $419K 0.29% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,350 $419K 0.09% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,347 $418K 0.04% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,345 $417K 0.09% -1,646 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,344 $417K 0.02% -31 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,338 $415K 0.06% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,336 $414K 0.08% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,336 $414K 0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,334 $414K 0.02% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,330 $413K 0.02% +2 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,325 $411K 0.02% -8 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,317 $409K 0.02% +784 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,315 $408K 0.18% -136 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,313 $407K 0.09% -20 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,313 $407K 0.25% -18 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,311 $407K 0.12% -48 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,306 $405K 0.07% +14 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,305 $405K 0.04% +5 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,304 $405K 0.21% -56 13F-HR Timeline LANSDOWNE PARTNERS (UK) LLP in group LANSDOWNE PARTNERS (UK) LLP More: the full row for LANSDOWNE PARTNERS (UK) LLP 1,298 $403K 0.03% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,297 $403K 0.01% -641 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,284 $398K 0.03% -21 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,280 $397K 0.12% +11 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,277 $396K 0.01% -10 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,277 $396K 0.22% -100 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,272 $395K 0.26% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 1,251 $388K 0.16% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,247 $388K 0.01% +88 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,244 $386K 0.08% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,239 $384K -2 Timeline