Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,616 $754K 0.04% -32,963 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 7,607 $753K 0.12% +26 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 7,551 $748K 0.05% +2,803 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,551 $748K 0.33% +106 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 7,451 $738K 0.36% -8,362 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 7,412 $734K 0.03% -3 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 7,415 $734K 0.63% +5,765 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,409 $734K 0.26% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7,404 $733K 0.3% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 4,804 $730K 0.51% -249 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,364 $729K 0.01% +627 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,360 $729K 0.03% -30 13F-HR/A Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,358 $729K 0.22% +2,560 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,306 $724K 0.08% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 7,299 $723K 0.18% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,284 $721K 0.06% +4,960 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 7,258 $719K 0.77% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,211 $714K <0.01% 0 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,143 $708K 0.22% +21 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,137 $707K 0.04% -172 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,123 $706K 0.3% -3,695 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,045 $698K 0.01% -372 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,962 $690K 0.04% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,943 $687K 0.04% +3,456 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,886 $682K 0.01% -123 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,833 $677K 0.37% -78 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 6,825 $676K 0.16% +498 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,811 $675K 0.19% +1,065 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,789 $672K 0.4% +1,087 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,770 $671K 0.01% -3,324 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,679 $662K 0.05% +500 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 6,673 $661K 0.64% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,671 $661K 0.08% -2,115 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 6,625 $656K 0.11% +159 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,612 $655K 0.01% +1,039 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 6,607 $654K 0.44% +200 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,127 $653K 0.09% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,586 $652K 0.13% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,537 $648K 0.02% -1,109 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,527 $646K 0.04% -846 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,474 $641K <0.01% +2,504 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 6,404 $634K 0.58% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,359 $630K 0.07% +2,598 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 6,352 $629K 0.1% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 6,350 $629K 0.48% -3,066 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,302 $624K 0.02% -230 13F-HR/A Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,291 $623K 0.02% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 6,279 $622K 0.05% -5,465 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,268 $621K new Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,243 $618K 0.32% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,222 $616K 0.01% -1,381 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,216 $616K 0.04% -3,272 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,201 $614K 0.06% -209 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,198 $614K 0.01% +3,047 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. 6,144 $609K 0.01% +216 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,143 $608K 0.06% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,132 $607K 0.05% -80 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 5,522 $605K 0.23% -3,247 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,061 $600K 0.07% +49 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,040 $598K 0.01% -3,285 13F-HR Timeline City State Bank More: the full row for City State Bank 6,008 $595K 0.15% +100 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,994 $594K 0.01% +2,173 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,987 $593K 0.08% +404 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 5,968 $591K 0.64% +85 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,970 $591K 0.13% +3,290 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,957 $590K 0.08% +200 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,840 $578K 0.12% -680 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,830 $577K 0.13% -50 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,806 $575K 0.08% -790 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,760 $571K 0.24% +429 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,747 $569K 0.01% -2,212 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 5,735 $568K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,735 $568K 0.02% -168 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,702 $565K 0.02% -261 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,591 $564K 0.18% +337 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,670 $562K 0.32% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,657 $560K 0.01% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,654 $560K 0.09% -133 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,373 $560K 0.02% +735 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,640 $559K <0.01% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,629 $558K 0.03% new 13F-HR Timeline GMT Capital Corp More: the full row for GMT Capital Corp 5,600 $555K 0.03% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,565 $551K 0.01% -796 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 5,465 $541K 0.28% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 5,456 $540K 0.11% -324 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,435 $538K 0.01% -40,715 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,434 $538K 0.1% -3,840 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,426 $537K 0.01% -1,556 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 5,425 $537K 0.15% -245 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,403 $535K 0.17% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,354 $530K 0.19% +20 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,341 $529K 0.23% +44 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,320 $527K 0.03% +103 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5,307 $526K 0.24% +2,487 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,300 $525K 0.03% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 5,290 $524K 0.17% -8 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,273 $522K 0.03% +770 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,235 $518K 0.24% -626 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,228 $518K <0.01% -763 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,199 $515K 0.35% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,425 $515K 0.01% -1,505 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,114 $514K 0.09% new 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 5,191 $514K 0.41% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,186 $514K 0.05% +1,421 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 5,160 $511K 0.09% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,154 $511K 0.05% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,149 $510K 0.08% +3,625 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,122 $507K <0.01% +578 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,111 $506K 0.07% +1,918 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,090 $504K 0.06% -595 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,057 $503K 0.3% -1,035 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,062 $501K 0.01% -508 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,856 $496K 0.06% +1,415 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,609 $494K 0.02% -12,265 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 4,847 $480K 0.02% -252 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,843 $480K 0.16% -2,315 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,798 $475K 0.04% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,787 $474K 0.05% +15 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,661 $473K 0.03% -586 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,750 $470K 0.08% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,719 $467K 0.06% -94 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,679 $463K 0.05% +471 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,654 $461K <0.01% +36 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,647 $460K 0.18% -23 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,640 $460K 0.03% -5,074 13F-HR Timeline Group Freemont Management S.A. More: the full row for Freemont Management S.A. 4,600 $456K 0.09% -500 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,596 $455K 0.14% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,582 $454K 0.08% -697 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,573 $453K 0.04% +238 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,557 $451K 0.03% +308 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,543 $450K 0.02% new 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,534 $449K <0.01% +109 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,770 $449K 0.06% -1,293 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,455 $441K <0.01% +1,458 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,411 $437K 0.43% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,400 $436K 0.15% -200 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,376 $433K 0.06% -1,972 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,338 $430K 0.03% +2,201 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 4,314 $427K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,299 $426K 0.01% +69 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,292 $425K 0.09% +441 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 4,291 $425K 0.08% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,284 $424K 0.01% +792 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,271 $423K 0.03% +133 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,254 $421K 0.03% -684 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,242 $420K <0.01% +1,523 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,231 $419K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,225 $419K 0.02% -308 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,217 $418K 0.02% -1,405 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,205 $417K 0.03% +777 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,183 $414K 0.03% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,168 $413K 0.03% -796 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,164 $412K 0.16% 13F-HR/A Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,164 $412K <0.01% -29,234 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,150 $411K 0.1% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,144 $410K 0.16% -7 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,109 $407K 0.05% +68 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,105 $407K 0.03% -1,450 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,099 $406K 0.02% +1,240 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,080 $404K 0.02% -17 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 4,079 $404K 0.29% +164 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 4,074 $404K 0.01% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,041 $400K 0.29% 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,005 $397K 0.17% +377 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,990 $395K <0.01% -85 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,988 $395K 0.07% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,971 $393K 0.12% +4 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,960 $392K 0.18% +85 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,959 $392K 0.03% +416 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,955 $392K 0.1% +524 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,045 $391K <0.01% +50 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,937 $390K 0.19% +33 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,925 $389K 0.01% +366 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,919 $388K 0.1% +80 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,900 $386K 0.01% -725 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,873 $384K 0.02% +35 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,858 $382K <0.01% -369,878 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,849 $381K 0.03% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,846 $381K +2,686 Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,840 $380K 0.03% -308 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,803 $377K 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,789 $375K 0.02% +923 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,768 $373K 0.02% +390 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,760 $372K 0.03% +325 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,749 $371K 0.02% -95 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,741 $371K 0.02% +348 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,695 $365K 0.16% -49 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,684 $365K 0.05% -308 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,669 $363K 0.01% +563 13F-HR/A Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,669 $363K 0.34% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,645 $361K 0.24% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,026 $360K 0.04% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,625 $359K 0.06% +40 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,624 $359K 0.23% -147 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,623 $359K 0.05% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,622 $359K 0.02% +157 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,615 $358K 0.15% -386 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,599 $356K 0.11% -224 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,660 $356K 0.15% -129 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,591 $356K 0.02% -58 13F-HR Timeline