Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,491 $582K 0.06% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,443 $574K 0.01% -1,007 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,395 $566K 0.05% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,387 $565K 0.01% +437 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,383 $564K 0.1% -124 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,381 $564K 0.01% +1,820 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,366 $561K <0.01% new 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,210 $561K 0.05% +343 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,346 $558K 0.07% -4,927 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,334 $555K 0.02% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,325 $554K 0.03% -121 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,323 $554K 0.15% -4,413 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,300 $550K 0.09% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,292 $549K 0.01% +476 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,292 $549K 0.05% +1,022 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,290 $548K 0.11% +18 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,252 $542K 0.07% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,244 $541K 0.05% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,230 $538K 0.43% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,200 $533K 0.09% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,195 $533K 0.08% +791 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 3,180 $530K 0.49% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,154 $526K 0.01% +36 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,150 $525K 0.05% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,125 $521K 0.03% +18 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,115 $519K 0.03% -2,879 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,112 $519K 0.01% +1,194 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,106 $518K 0.01% -120 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,090 $515K 0.13% -227 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,090 $515K 0.11% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,081 $514K 0.01% +104 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,077 $513K 0.01% -1,133 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,075 $513K 0.26% -122 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,062 $510K 0.01% +67 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,058 $510K 0.06% +148 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,056 $509K 0.29% +322 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,035 $506K 0.17% -113 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,030 $505K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,029 $505K 0.03% -1,969 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,019 $503K 0.1% -3,603 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,017 $503K 0.4% -731 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 2,967 $495K 1.63% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,945 $491K 0.02% -583 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,945 $491K 0.02% -519 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,940 $490K 0.02% -212 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,939 $490K 0.02% +903 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,928 $488K 0.08% -160 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,916 $486K 0.01% -213 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 2,914 $486K 0.1% -6 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 2,903 $484K 0.08% +10 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,884 $481K 0.01% +322 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,882 $480K 0.01% -471 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,880 $480K 0.05% -799 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,873 $479K 0.05% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,825 $471K 0.02% -443 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,817 $470K 0.12% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,805 $468K 0.18% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,801 $467K 0.01% +208 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,800 $467K 0.05% -44 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,797 $467K 0.01% -589 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,782 $464K 0.04% -7,375 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,771 $462K 0.02% -230 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,763 $461K 0.11% -205 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,761 $460K 0.01% -396 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,754 $459K <0.01% -22 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,754 $459K 0.05% +107 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,741 $457K 0.08% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,739 $457K 0.04% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,493 $454K 0.05% +21 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,705 $451K 0.26% -213 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,703 $451K 0.05% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,695 $449K 0.15% +14 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,693 $449K 0.01% -6 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,680 $447K 0.1% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,677 $446K 0.02% +202 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,673 $446K 0.16% -968 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,673 $445K 0.01% +43 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,648 $441K 0.09% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,646 $441K 0.06% -878 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,640 $440K 0.02% +34 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,638 $440K 0.02% -3,193 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,637 $439K 0.07% -91 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,620 $437K 0.1% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,791 $437K 0.1% +376 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,618 $436K 0.14% -226 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,611 $435K 0.04% -110 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,291 $434K 0.12% -829 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,605 $434K 0.39% +1,335 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,595 $432K 0.06% +730 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,589 $432K <0.01% -120,426 13F-HR Timeline Group Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,589 $432K 0.02% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,580 $430K 0.34% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,554 $426K 0.18% -1,863 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,554 $426K 0.03% -1,495 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,549 $425K 0.02% -749 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,547 $425K 0.03% -241 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,543 $424K 0.02% -85 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,535 $423K 0.01% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,535 $423K 0.13% -48 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,344 $420K 0.01% -4,408 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,500 $417K 0.06% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,483 $414K 0.03% -194 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,479 $413K 0.01% -13,780 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,469 $413K 0.01% +1,839 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,476 $413K 0.01% -3,659 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,474 $412K 0.01% -1,510 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,439 $407K 0.01% +448 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,436 $406K 0.19% 0 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 2,432 $405K 0.2% +814 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,417 $403K 0.01% -300 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,404 $401K 0.02% -83 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,396 $399K 0.18% +1,528 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,388 $398K 0.04% +21 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,362 $394K 0.03% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,359 $393K 0.12% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,352 $392K 0.02% +914 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,351 $392K <0.01% +126 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,336 $389K <0.01% -22 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,328 $388K 0.05% -109 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,323 $387K 0.05% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,122 $387K 0.15% +610 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,310 $385K 0.21% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,285 $381K 0.02% -13,260 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,269 $378K 0.01% +664 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,265 $377K 0.02% +937 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,253 $376K 0.01% +29 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,244 $374K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,236 $373K <0.01% +199 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 1,952 $372K 0.18% -99 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,232 $372K 0.04% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,228 $371K 0.02% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,220 $370K 0.03% -4 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,207 $368K 0.05% -3,352 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,196 $366K 0.04% -14 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,189 $365K 0.25% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,188 $365K 0.15% -712 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,182 $364K 0.02% -132 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,180 $363K 0.09% -14 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,178 $363K 0.01% +159 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,170 $362K 0.04% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,163 $361K 0.01% +69 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,162 $360K 0.01% +171 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,127 $355K 0.12% -291 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,108 $351K 0.01% -609 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,105 $351K 0.03% -1,148 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,101 $350K 0.03% -2,294 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,100 $350K 0.07% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,091 $349K 0.01% -18 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,089 $348K 0.02% +253 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,087 $348K <0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,082 $347K <0.01% new 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,075 $346K 0.07% -30 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,068 $345K 0.11% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,067 $345K 0.01% +79 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,066 $344K 0.12% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,041 $340K 0.32% +451 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,040 $340K 0.02% +140 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,968 $339K 0.03% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,031 $339K <0.01% -116 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,031 $339K 0.04% +333 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,030 $338K 0.08% -41 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,026 $338K <0.01% -11 13F-HR Timeline Group Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,959 $337K <0.01% +336 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,016 $336K 0.16% -80 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,011 $335K 0.06% +12 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,010 $335K 0.04% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,000 $333K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,992 $332K 0.01% +125 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,991 $332K 0.02% -19 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,982 $330K 0.03% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,981 $330K 0.2% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,979 $330K 0.4% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,976 $330K 0.05% +68 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,967 $328K 0.16% -12,436 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,960 $327K 0.03% -192 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,950 $325K 0.01% -42,794 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,929 $322K 0.13% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,906 $318K 0.17% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,659 $317K 0.1% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,903 $317K 0.03% +567 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 1,900 $317K 0.07% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,886 $314K 0.11% -418 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,882 $314K <0.01% -1,941 13F-HR/A Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,881 $314K 0.09% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,878 $313K 0.07% 0 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 1,877 $313K 0.1% +3 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,875 $313K 0.03% -155 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,866 $311K 0.01% -942 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,852 $309K 0.08% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,847 $308K 0.14% +469 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,835 $306K 0.03% -759 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,828 $305K <0.01% -449 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,822 $304K 0.16% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,815 $303K 0.07% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,817 $303K 0.03% +2 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,810 $302K 0.03% +17 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,806 $301K 0.07% new 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 1,800 $301K 0.04% 0 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 1,800 $300K 0.07% -1,200 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,795 $299K 0.06% +17 13F-HR Timeline