LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,070 $755K 0.02% +287 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,070 $755K 0.19% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,054 $752K 0.04% -11,334 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,040 $750K 0.04% +322 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,040 $750K 0.42% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,008 $744K <0.01% +369 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,989 $740K 0.01% +196 13F-HR Timeline TOBAM More: the full row for TOBAM 3,989 $740K 0.18% +3,977 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SFMG, LLC More: the full row for SFMG, LLC 3,983 $739K 0.05% +32 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,945 $732K 0.7% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,944 $732K 0.02% -481 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 3,928 $729K 0.03% -25 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,912 $726K 0.02% -799 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 3,902 $724K 0.28% -29 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,899 $723K 0.11% -34 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,897 $723K 0.05% -274 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,882 $720K 0.16% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,852 $715K 0.05% -86 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,829 $710K 0.16% -4 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,810 $707K 0.02% -966 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,810 $707K 0.13% -135 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,805 $706K 0.03% -668 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,799 $705K 0.04% -7,626 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,749 $696K 0.12% -12 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,734 $693K 0.07% +94 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,702 $687K 0.09% +45 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,697 $686K 0.5% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,664 $680K 0.25% -46 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,662 $679K 0.04% +1,557 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,650 $677K 0.07% +446 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,647 $677K 0.02% +377 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,643 $676K 0.03% +5 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,641 $675K 0.27% -28 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,622 $672K 0.12% +119 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,614 $670K 0.04% 0 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,600 $668K 0.18% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,541 $657K 0.04% -1,647 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,541 $657K 0.16% -90 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,500 $657K 0.04% 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,547 $656K 0.18% -567 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,531 $655K 0.06% -396 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,524 $654K 0.08% -182 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,480 $652K 0.05% -784 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,504 $650K 0.35% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,503 $650K 0.01% -645 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,500 $649K 0.09% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,673 $645K 0.01% +2,454 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,443 $639K 0.01% -1,051 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,434 $637K 0.04% -19 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,425 $635K 0.14% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,390 $629K 0.04% -2,939 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,379 $627K 0.48% -776 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,370 $625K 0.07% +660 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,334 $619K 0.02% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,329 $618K 0.16% -46 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,283 $609K 0.15% +525 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,255 $604K 0.13% +16 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,244 $602K 0.05% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,236 $600K 0.12% +16 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,230 $599K 0.48% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,211 $596K <0.01% -169,134 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,201 $594K 0.31% +99 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,200 $594K 0.11% 0 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 3,180 $590K 0.59% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,161 $586K 0.01% -98 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,157 $586K 0.34% +10 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,150 $584K 0.07% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,140 $583K 0.17% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,111 $577K 0.08% -71 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,105 $576K 0.01% -1,055 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 3,093 $574K 0.14% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,091 $573K 0.04% -1 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,085 $572K 0.14% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,067 $569K 0.01% -23,479 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,048 $565K 0.05% -15 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,030 $562K 0.02% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,030 $562K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,018 $560K 0.04% +181 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,975 $552K 0.15% +168 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,975 $552K 0.06% -876 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,967 $550K 0.02% +1,848 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 2,967 $550K 1.65% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,953 $548K 0.18% -129 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,940 $545K 0.06% +910 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,934 $544K 0.11% +170 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,930 $544K 0.01% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,907 $539K 0.01% -22 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,879 $534K 0.02% -14 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,873 $533K 0.07% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,873 $533K 0.03% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,013 $532K 0.06% -1,474 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,863 $531K 0.05% -11,853 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,860 $531K 0.27% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,824 $524K 0.01% +180 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,817 $523K 0.15% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,811 $522K 0.12% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,810 $521K 0.08% -791 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,810 $521K 0.05% +900 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,805 $520K 0.25% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,761 $512K 0.09% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,758 $512K 0.01% +342 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,758 $512K 0.01% +449 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,753 $511K 0.16% -1,736 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,748 $510K 0.02% -862 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,744 $509K 0.3% +1,431 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,739 $508K 0.05% -426 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,737 $508K 0.08% -1,071 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,718 $504K 0.32% -125 13F-HR/A Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,713 $503K 0.03% -6,119 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 2,700 $501K 0.11% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,700 $501K 0.52% new 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,699 $501K 0.12% +199 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,698 $501K 0.01% -27 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,704 $500K 0.01% -32 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,684 $498K 0.31% +235 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,682 $498K 0.07% +383 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,664 $494K 0.01% -798 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,657 $493K 0.01% +8 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,653 $492K 0.08% -126 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,607 $488K 0.01% +134 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,624 $487K 0.2% -25 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,620 $486K 0.11% 0 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,590 $485K 0.14% -77 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,596 $482K 0.01% -1,167 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,582 $479K 0.02% -75 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,580 $479K 0.4% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,532 $470K 0.03% +635 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,529 $469K 0.03% +178 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,522 $468K 0.06% -28 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,515 $467K 0.01% +205 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,511 $466K 0.02% -577 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,506 $465K 0.01% -1,413 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,500 $464K 0.09% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,496 $463K 0.01% +675 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,495 $463K 0.03% +322 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,505 $462K 0.01% -6 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,475 $459K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,468 $458K 0.01% -5,042 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,465 $457K 0.06% +157 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,455 $455K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,455 $455K 0.06% +889 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,450 $455K 0.16% +2,066 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,443 $453K 0.05% +808 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,479 $452K 0.07% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,436 $452K 0.21% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,401 $445K 0.04% +2,393 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,224 $444K 0.04% +424 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,384 $442K 0.01% -238 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,405 $442K 0.02% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,359 $438K 0.15% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,346 $435K 0.03% -2 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,332 $433K 0.26% +60 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,318 $430K 0.03% -618 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 2,295 $426K 0.32% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,279 $423K 0.02% +56 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,246 $417K <0.01% -8,479 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,241 $416K 0.06% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,236 $415K 0.01% -233 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,233 $414K 0.12% 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,228 $413K 0.02% -250 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,225 $413K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,218 $411K 0.06% +2,188 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,208 $410K 0.11% -25 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,190 $406K 0.03% +381 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,189 $406K 0.38% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,177 $404K <0.01% +580 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,176 $404K 0.23% 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,156 $400K 0.19% -107 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,141 $397K 0.01% +709 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,140 $397K 0.02% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,138 $397K 0.01% -15 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,135 $396K -284 Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,113 $392K 0.02% +150 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,100 $390K 0.09% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,097 $389K <0.01% -2,968 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,087 $387K <0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,087 $387K 0.01% +185 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,076 $385K 0.08% -142 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,075 $385K 0.07% new 13F-HR/A Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,874 $384K 0.18% 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,066 $383K 0.16% -170 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,061 $382K 0.09% +192 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,045 $379K 0.04% 0 13F-HR/A Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,031 $377K 0.2% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,750 $376K 0.02% -432 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,010 $373K 0.04% +50 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,000 $371K 0.02% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,998 $371K 0.06% -2 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,991 $369K 0.01% +612 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,979 $367K 0.04% -229 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,972 $366K 0.14% +499 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,961 $364K 0.04% -838 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,959 $363K 0.04% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,957 $363K 0.04% +5 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,954 $362K 0.29% +14 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,969 $362K 0.02% -139 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,944 $361K 0.18% +637 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,944 $361K <0.01% -200 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,937 $359K 0.03% -421 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,932 $358K 0.02% +2 13F-HR Timeline