Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,400 $3.61M 0.06% +1,497 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,392 $3.6M 0.26% +85 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,372 $3.59M 0.18% +241 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,361 $3.58M 0.12% +91 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,360 $3.58M +278 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,353 $3.57M 0.03% -199 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,339 $3.56M 0.41% -95 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,316 $3.54M 1.01% +125 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,312 $3.54M 0.57% new 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 4,300 $3.53M 2.21% 0 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 4,291 $3.52M 3.21% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,258 $3.5M 0.11% +406 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,242 $3.48M 0.01% +417 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,207 $3.45M 0.09% +1,682 13F-HR/A Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 4,167 $3.42M 0.27% -632 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,159 $3.41M 0.47% +17 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,136 $3.39M 1.4% -35 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,120 $3.38M 1.33% -624 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,099 $3.36M 0.38% -2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,043 $3.32M 0.04% +1,073 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,026 $3.3M 0.18% -178 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,024 $3.3M 0.04% +292 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 4,000 $3.28M 2% 0 13F-HR Timeline Paralel Advisors LLC More: the full row for Paralel Advisors LLC 3,975 $3.26M 0.13% 0 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 3,972 $3.26M 0.15% -16,295 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,919 $3.23M 0.21% +21 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,927 $3.22M 0.02% +107 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,907 $3.2M 0.04% +424 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,906 $3.2M 0.77% -10 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,856 $3.16M 0.07% -39 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,853 $3.16M 2.52% +124 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,790 $3.14M 0.03% +139 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,791 $3.11M 0.63% +221 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,780 $3.1M 0.05% +259 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,776 $3.1M 0.23% +53 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,731 $3.06M 0.04% +669 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 3,725 $3.06M 1.9% new 13F-HR/A Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,724 $3.05M 0.52% -254 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,713 $3.05M 0.68% -195 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,704 $3.04M 1.08% +2,117 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,693 $3.03M 0.11% +1,820 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,685 $3.02M 0.02% 13F-HR/A Timeline Group Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,684 $3.02M 1.47% -345 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,646 $2.99M 0.37% -267 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,586 $2.94M 0.09% -344 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,585 $2.94M 1.4% -15 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,580 $2.94M 0.11% +864 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 3,552 $2.91M 1.76% 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,543 $2.91M 1.63% +6 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,533 $2.9M 0.22% +23 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,535 $2.9M 0.05% +9 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,533 $2.9M 0.07% +36 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,529 $2.9M 0.06% -42 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,513 $2.88M 0.31% +2,823 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,505 $2.88M 0.13% -2,591 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,476 $2.85M 0.4% -87 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,467 $2.84M 0.03% -576 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,457 $2.83M 0.17% +2 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,430 $2.81M 0.73% -19 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,400 $2.79M 0.81% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,397 $2.79M 0.05% -62 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,393 $2.78M 0.12% -66 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,356 $2.75M 0.1% -2,668 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,348 $2.75M 0.09% +115 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,317 $2.72M 1.14% -100 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,314 $2.72M 0.22% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,305 $2.71M 0.36% -116 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,264 $2.71M 0.02% -95 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 3,303 $2.71M 0.13% -129 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,303 $2.71M 0.04% -293 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,277 $2.69M 0.28% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 3,275 $2.69M 2.21% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,318 $2.68M 0.84% +143 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,257 $2.67M 0.44% +110 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,247 $2.66M 0.56% -54 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 3,245 $2.66M 1.59% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,225 $2.65M 0.04% -282 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,225 $2.65M 0.59% +154 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 3,212 $2.63M 0.95% -122 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,194 $2.62M 0.06% +394 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 3,183 $2.61M 0.64% -41 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,182 $2.61M 0.1% +43 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,170 $2.6M 0.35% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,168 $2.6M 0.42% -3 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,166 $2.6M -40 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,158 $2.59M 0.03% +1,219 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,142 $2.58M 0.11% +47 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,137 $2.57M 1.19% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,132 $2.57M 0.33% +84 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,113 $2.55M 0.38% +168 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,104 $2.55M 0.03% +176 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,101 $2.54M 0.02% -755 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,094 $2.54M 0.2% -39 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,070 $2.52M 0.51% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,066 $2.52M 1.17% -110 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,064 $2.51M 0.84% -19 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,044 $2.48M 0.32% -884 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,025 $2.48M 0.56% -60 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,025 $2.48M 0.14% +1,258 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,025 $2.48M 0.04% new 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 3,007 $2.47M 2.26% +34 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,005 $2.47M 0.12% -32 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,995 $2.46M 0.12% -1,904 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 2,989 $2.45M 0.2% -240 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,972 $2.44M 0.47% -2 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,968 $2.43M 0.01% +1,294 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 2,960 $2.43M 0.04% -2,198 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,956 $2.42M 0.03% +625 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,941 $2.41M 0.12% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,939 $2.41M 0.34% -1,014 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,928 $2.4M 0.02% +72 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,920 $2.4M 0.03% +2,143 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,917 $2.39M 0.61% +704 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,913 $2.39M <0.01% -3,878 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,901 $2.38M 0.03% +281 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,888 $2.37M 0.07% -53 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,880 $2.36M 1.02% +281 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,864 $2.35M 0.03% -103 13F-HR Timeline Group Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,858 $2.34M 1.45% -1,256 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,853 $2.34M 0.47% +400 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,848 $2.34M 0.11% -37 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,838 $2.33M 0.25% -38 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,837 $2.33M 0.04% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,833 $2.32M 0.6% +3 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,831 $2.32M 0.19% +642 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,811 $2.31M 0.05% +8 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,806 $2.3M 0.12% +121 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,795 $2.29M 0.04% +195 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,777 $2.28M 0.34% +2,379 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,758 $2.26M 0.01% +492 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,752 $2.26M 0.04% -13 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,700 $2.21M 0.03% -66 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,693 $2.21M 0.04% -75 13F-HR Timeline Group Element Squared LLC More: the full row for Element Squared LLC 2,681 $2.2M 1.19% -733 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,670 $2.19M 0.11% +9 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,657 $2.18M 0.06% -151 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,639 $2.16M 0.89% -17 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,636 $2.16M 0.06% -2,817 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,625 $2.15M 0.14% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,614 $2.14M 0.03% +943 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,615 $2.14M 0.3% +44 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,598 $2.13M 0.06% +1,251 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,591 $2.13M 0.1% +266 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,584 $2.12M 0.86% -1,167 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,581 $2.12M 0.03% +353 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 2,557 $2.1M 0.19% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,524 $2.07M 0.33% +151 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 2,523 $2.07M 0.01% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,523 $2.07M 0.28% +28 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,520 $2.07M 0.15% -100 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,510 $2.06M 0.68% +48 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,501 $2.05M 0.24% +61 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,500 $2.05M 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,487 $2.04M 0.13% +31 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,480 $2.03M 0.14% +103 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,476 $2.03M 0.02% -1,461 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,473 $2.03M 0.64% +147 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 115,852 $2.03M 0.99% +115,480 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,470 $2.03M 0.55% +58 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,400 $2.03M 0.31% +830 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,469 $2.03M 0.21% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,466 $2.02M 0.16% -72 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,461 $2.02M 0.08% +235 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,441 $2M 1.32% +524 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,425 $1.99M 0.07% -236 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,399 $1.97M 0.86% +40 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,396 $1.97M 0.04% +386 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,394 $1.96M +385 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,382 $1.95M 0.09% +17 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 2,376 $1.95M 0.21% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,375 $1.95M 1.75% -20 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,357 $1.94M 0.07% +5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,337 $1.94M 0.09% +805 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,352 $1.94M 0.2% +146 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,337 $1.92M 0.04% -101 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,314 $1.9M 1.08% +50 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,307 $1.89M 0.04% -3 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,301 $1.89M 0.17% -419 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,301 $1.89M 0.54% +6 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,300 $1.89M 0.51% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,281 $1.87M 0.07% +34 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 2,271 $1.86M 0.04% +57 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,270 $1.86M 0.54% -30 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,308 $1.86M 0.02% -956 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,258 $1.85M 0.29% +5 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,238 $1.84M 0.04% -818 13F-HR Timeline Group Caldwell Investment Management Ltd. 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