ROGCO, LP More: the full row for ROGCO, LP 2,448 $801K 0.27% -30 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,448 $801K 0.14% +6 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,437 $797K 0.01% -1,149 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,436 $797K 0.3% +38 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,435 $796K 0.05% +15 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,430 $795K 0.2% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,430 $795K 0.12% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,415 $790K 0.03% +471 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,401 $785K 0.01% -605 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,400 $785K 0.16% -4 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,403 $784K 0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,393 $783K 0.17% +19 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,390 $782K 0.16% +96 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,363 $773K 0.14% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,405 $768K 0.05% -224 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,344 $767K 0.21% +2 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,335 $764K 0.11% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,322 $759K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,301 $753K 0.02% -135 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,297 $751K 0.26% -30 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,292 $749K 0.03% +777 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 2,290 $749K 0.37% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,286 $748K 0.02% +82 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,279 $745K 0.01% -370 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,279 $745K 0.22% +57 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,278 $745K 0.17% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,277 $745K 0.18% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,267 $742K 0.02% new 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,262 $740K 0.38% -2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,250 $736K 0.01% -66 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,241 $733K 0.01% +80 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,236 $731K 0.29% +165 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,230 $729K 0.59% -63 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,203 $721K 0.13% -320 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,198 $719K 0.05% +177 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,174 $711K 0.05% +37 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,173 $711K 0.33% +1 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,163 $707K 0.03% -10,274 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,163 $707K 0.25% -347 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,156 $705K 0.02% -38 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,150 $703K 0.05% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,142 $700K 0.11% -77 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,138 $699K 0.05% +166 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,121 $694K 0.05% +13 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,119 $693K 0.21% -9 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,114 $691K 0.01% +177 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,110 $690K 0.08% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,075 $687K 0.29% +175 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,088 $683K 0.24% +933 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,083 $681K 0.05% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,895 $681K 0.13% +4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,075 $679K 0.02% -24 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,845 $679K 0.21% +31 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,075 $679K 0.27% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,065 $675K 0.21% -64 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,113 $675K 0.01% +607 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,044 $669K 0.13% -125 13F-HR/A Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,043 $668K 0.17% -100 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,040 $667K 0.14% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,033 $665K 0.02% +45 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,130 $664K 0.05% +401 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,079 $664K 0.01% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,022 $661K 0.1% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,003 $655K 0.45% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,004 $655K 0.07% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,003 $655K 0.13% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,003 $655K 0.02% +216 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,001 $655K 0.15% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $654K 0.08% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,000 $654K 0.13% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $654K 0.49% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,998 $653K 0.02% +132 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,997 $653K 0.17% -10 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,991 $651K 0.09% +3 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,988 $650K 0.15% +363 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,984 $649K 0.02% -571 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,978 $647K 0.32% -306 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,977 $647K 0.38% +700 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,976 $646K 0.05% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,972 $645K 0.24% -128 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,965 $643K 0.15% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,963 $642K 0.06% -408 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,961 $641K 0.04% +3 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,958 $640K 0.04% +188 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,958 $640K 0.03% +22 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 $638K 0.05% 0 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,940 $635K 0.28% -14 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,939 $634K 0.01% +1,070 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,929 $631K 0.01% +94 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,914 $626K 0.01% +876 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,793 $625K 0.46% +245 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,908 $624K 0.2% +120 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,891 $618K 0.02% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,879 $615K 0.03% +1 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 $613K 0.03% 0 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,875 $613K 0.53% -238 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,853 $606K 0.03% +50 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,852 $606K 0.06% -30 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,806 $602K 0.04% +3 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,841 $602K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,838 $601K 0.05% -16 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,837 $601K +10 Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,832 $599K 0.1% +384 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,831 $599K 0.08% +434 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,824 $597K 0.03% -1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,824 $596K 0.08% +95 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,814 $593K 0.07% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,808 $591K 0.09% -163 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,792 $586K 0.04% +37 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,788 $585K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,782 $583K <0.01% +422 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,779 $582K 0.01% +61 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,770 $579K 0.41% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,766 $578K 0.12% -1,846 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,760 $576K 0.08% -62 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,758 $575K 0.09% +82 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,756 $574K 0.1% -66 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,755 $574K 0.66% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,751 $573K 0.16% +12 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,748 $572K 0.04% -86 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,726 $565K 0.08% -140 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,722 $563K 0.02% +5 13F-HR/A Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,720 $563K 0.11% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,484 $562K 0.02% +1 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,719 $562K 0.01% -74 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,570 $556K 0.04% -1,120 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,697 $555K 0.02% -5 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,690 $553K 0.14% +305 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,690 $553K 0.13% +1 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,690 $553K 0.17% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,689 $552K 0.26% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,669 $546K <0.01% -1,071 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,654 $541K 0.02% -676 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,635 $535K 0.04% +926 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,630 $533K 0.05% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,629 $533K 0.01% -53 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,622 $531K 0.29% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,618 $529K 0.04% -160 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,608 $526K 0.02% -32 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,607 $526K 0.01% -13 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,598 $523K 0.04% +9 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,592 $521K 0.18% -125 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,592 $521K 0.07% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,575 $515K 0.01% +27 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,568 $513K 0.04% +135 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,567 $513K 0.11% -16 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,558 $510K 0.01% -1,216 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,558 $509K <0.01% -9,949 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,554 $508K 0.05% +12 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,550 $507K 0.12% +415 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,542 $504K 0.02% +341 13F-HR/A Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 1,537 $503K 0.02% +648 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,535 $502K 0.02% +40 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,533 $501K 0.2% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,529 $500K +290 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,526 $499K 0.06% -18 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,522 $498K 0.04% +12 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,532 $497K 0.04% -95 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,518 $497K 0.05% +56 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,509 $494K 0.13% +2 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,508 $493K 0.14% +8 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,508 $493K 0.08% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,506 $493K 0.12% -58 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,506 $493K 0.01% -25 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,503 $492K 0.01% +92 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,497 $490K 0.06% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,486 $486K 0.06% -300 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,481 $484K 0.04% +2 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,476 $483K 0.11% +18 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,473 $482K 0.04% -38 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,459 $477K 0.04% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,440 $471K 0.23% 0 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,428 $467K 0.1% -98 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 1,417 $463K 0.52% +3 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,416 $463K 0.03% +72 13F-HR Timeline LANSDOWNE PARTNERS (UK) LLP in group LANSDOWNE PARTNERS (UK) LLP More: the full row for LANSDOWNE PARTNERS (UK) LLP 1,415 $463K 0.02% +117 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,412 $462K 0.19% -10 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,409 $461K 0.12% +54 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,406 $460K 0.01% +203 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,400 $458K 0.22% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,382 $452K 0.02% +57 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,376 $450K 0.26% +220 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,373 $449K 0.03% 0 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. 1,361 $445K 0.01% -14 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 1,359 $444K 0.07% -208 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,357 $444K 0.2% +42 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 1,353 $443K 0.46% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,347 $440K 0.04% 0 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,342 $439K 0.02% +8 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,341 $439K 0.04% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,340 $438K 0.09% -10 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,336 $437K 0.09% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,344 $436K 0.03% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,332 $436K 0.03% +48 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,331 $435K 0.01% +126 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,327 $434K 0.36% -136 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,326 $434K 0.03% -373 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,321 $432K 0.07% +15 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,320 $432K <0.01% -11,615 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,313 $430K 0.1% 0 13F-HR Timeline