Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,559 $439K 0.03% +845 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,225 $438K 0.07% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,600 $438K 0.33% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,588 $437K 0.08% -2,776 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,571 $436K 0.29% +110 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,570 $436K 0.11% +18 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,565 $435K 0.04% +200 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,556 $435K 0.16% +436 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,528 $432K 0.01% +731 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,528 $432K 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,417 $431K 0.05% +2,226 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,510 $431K 0.19% -5 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 5,484 $429K 0.02% -311 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,476 $428K 0.08% -4,472 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,474 $428K 0.13% -823 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,466 $428K 0.29% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,451 $426K 0.02% +2,492 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,431 $425K 0.05% -507 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,878 $423K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,391 $422K 0.1% -1,163 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,370 $420K 0.06% +972 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,355 $419K 0.04% +68 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,354 $419K 0.02% +829 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,351 $419K <0.01% -385 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 5,351 $419K 0.19% +47 13F-HR/A Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,336 $417K 0.2% +402 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,335 $417K 0.51% -4,401 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,335 $417K 0.22% 0 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 5,319 $416K 0.45% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,310 $415K 0.17% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,308 $415K 0.28% -537 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,307 $415K 0.02% +1,240 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,299 $415K 0.05% -299 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,293 $414K 0.01% -13,495 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,284 $413K 0.09% -2,404 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,246 $410K 0.03% -774 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,198 $407K 0.07% +183 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,892 $406K 0.14% -4,927 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,186 $406K 0.1% -151 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,183 $405K 0.02% +2,406 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,118 $405K 0.01% +864 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,167 $404K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 5,161 $404K 0.09% -50 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,153 $403K 0.04% -302 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,148 $403K 0.01% -73,840 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,146 $403K 0.16% -20 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,146 $403K 0.22% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 5,141 $402K 0.17% 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,132 $401K 0.14% +1,229 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,128 $401K 0.09% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,125 $401K 0.04% -1,644 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,467 $399K 0.14% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,082 $398K 0.12% -59 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,074 $397K 0.11% +651 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,067 $396K 0.11% +677 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,029 $393K 0.03% -112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,024 $393K 0.08% -516 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 5,014 $392K 0.28% -351 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,000 $391K 0.16% 0 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,990 $390K 0.18% -1,455 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,985 $390K 0.09% 0 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,983 $390K 0.03% -336 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,980 $390K 0.1% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 4,947 $387K 0.01% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,946 $387K 0.04% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,941 $387K 0.14% +371 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 4,939 $386K 0.12% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,929 $386K 0.01% -819 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,908 $384K 0.01% -828 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,895 $383K 0.04% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,884 $382K 0.06% +1,540 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,889 $382K 0.1% -1,645 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 4,862 $380K 0.46% +1,250 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,858 $380K 0.17% +225 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,855 $380K 0.07% -227 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,850 $379K 0.3% -150 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,842 $379K 0.11% -7,280 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,798 $378K 0.02% -6,650 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,827 $378K 0.05% +476 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,827 $378K 0.15% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,793 $375K 0.34% -1,315 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,775 $374K 0.15% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,763 $373K 0.04% -110 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 4,757 $372K 0.02% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,750 $372K 0.26% +801 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,735 $370K 0.06% -10,535 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,727 $370K 0.04% +2,578 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,716 $369K 0.04% -1,419 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,696 $368K <0.01% -3,257 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,685 $367K 0.01% +800 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,661 $365K 0.13% -218 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,607 $360K 0.15% -15 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,606 $360K 0.01% +3,929 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,602 $360K +869 Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 4,592 $359K 0.31% +1,552 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,598 $359K 0.04% -704 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,583 $359K 0.03% -452 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,560 $357K 0.27% -4 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,516 $353K 0.03% +3,391 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,511 $353K 0.19% 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,502 $352K 0.03% +430 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,501 $352K 0.05% +121 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,490 $350K 0.05% -984 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,471 $350K 0.25% -1,119 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,457 $349K 0.23% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,453 $348K 0.21% -1,165 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,450 $348K 0.05% -32 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,449 $348K 0.02% -1,735 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,440 $347K 0.09% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,434 $347K 0.02% -112 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,426 $346K 0.26% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,418 $346K 0.13% +82 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,417 $346K 0.05% +793 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,379 $343K 0.13% +236 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,373 $342K 0.22% +121 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,342 $340K 0.05% +1,648 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,342 $340K 0.05% +325 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,330 $339K 0.1% +1,148 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,329 $339K 0.2% -166 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,311 $337K 0.03% -660 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,302 $337K 0.1% -6 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,302 $337K 0.07% -185 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,299 $336K 0.09% +179 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 4,294 $336K 0.24% -100 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 4,253 $333K 0.01% +34 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,253 $333K 0.07% -250 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,242 $332K 0.01% -10,503 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 4,225 $331K 0.05% -189 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,218 $330K 0.09% -460 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,217 $330K 0.18% -640 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,212 $329K 0.01% +996 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,181 $329K <0.01% +580 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,203 $329K 0.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,180 $327K 0.02% +800 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,172 $327K 0.02% -982 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,170 $326K 0.05% -550 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,169 $326K 0.17% +282 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,167 $326K 0.01% -231 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,167 $326K 0.05% -978 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,165 $326K 0.13% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,160 $325K 0.06% -1,075 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,152 $325K 0.04% -121 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,149 $325K 0.2% -1,719 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,146 $324K 0.21% +1,011 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,141 $324K 0.18% +257 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,132 $323K 0.09% -33 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,122 $322K 0.11% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,120 $322K 0.1% -554 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,117 $322K 0.09% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,092 $320K 0.01% -324 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,091 $320K 0.02% -2,637 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,091 $320K 0.17% -477 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,090 $320K <0.01% -158 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,088 $320K 0.04% +290 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,080 $319K 0.12% -1,643 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,080 $319K 0.12% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,668 $319K 0.02% -206 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 4,061 $318K 0.09% 0 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 4,060 $318K 0.26% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 4,030 $315K 0.21% -175 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,013 $314K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,005 $313K 0.12% -200 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,999 $313K 0.05% +556 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,893 $312K 0.03% +939 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,983 $312K <0.01% 0 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 3,956 $309K 0.11% -173 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,956 $309K 0.07% +550 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,954 $309K 0.23% +204 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,953 $309K 0.04% -251 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,953 $309K 0.02% -5,010 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,679 $309K 0.18% -62 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,941 $308K 0.11% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,905 $305K 0.08% -170 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,905 $305K 0.02% +265 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,898 $305K 0.05% +1,151 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,895 $305K 0.02% -1,137 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,892 $304K 0.02% +318 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,882 $304K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,880 $304K 0.03% +513 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,877 $303K 0.06% -148 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,873 $303K 0.03% -639 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,833 $300K 0.04% -694 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,831 $300K 0.09% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,824 $299K 0.05% -1,310 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,816 $299K 0.03% -1,464 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,808 $298K <0.01% 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,790 $296K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,550 $295K 0.06% -900 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,771 $295K 0.02% -938 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,756 $294K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,750 $293K 0.05% +254 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,745 $293K 0.04% -679 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,734 $292K 0.06% -313 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,731 $292K 0.15% +1,140 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,730 $292K 0.07% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,730 $292K 0.05% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,700 $289K 0.06% -1,346 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,697 $289K 0.15% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,679 $288K 0.04% +605 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,640 $287K 0.05% +91 13F-HR Timeline