Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 8,450 $599K 0.33% -949 13F-HR Timeline 111 Capital More: the full row for 111 Capital 8,353 $592K 0.11% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,008 $568K 0.2% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,940 $563K 0.03% +4,459 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,933 $562K <0.01% +2,192 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,926 $562K 0.02% +5,757 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,837 $555K <0.01% +4,361 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 7,754 $550K 0.02% +4,030 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,366 $522K 0.01% new 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,349 $521K 0.16% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,336 $520K 0.02% +3,578 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 7,306 $518K 0.01% +5,156 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 6,958 $493K <0.01% -5,174 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,941 $492K <0.01% +3,327 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,868 $487K <0.01% +3,550 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,800 $482K <0.01% +3,400 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,510 $461K 0.01% +2,851 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,490 $460K <0.01% +3,648 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,452 $457K <0.01% +3,236 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,202 $440K <0.01% +3,731 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,146 $436K 0.02% +3,796 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,142 $435K <0.01% +3,238 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,105 $433K 0.01% +3,291 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,924 $420K 0.04% +2,962 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,800 $411K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,833 $410K <0.01% +299 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,727 $407K 0.01% +3,275 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,685 $403K 0.02% +2,204 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,633 $399K 0.08% +2,809 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,563 $394K <0.01% +3,229 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,560 $394K 0.12% +2,135 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,380 $381K 0.01% +2,695 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,229 $371K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,947 $351K 0.01% +2,865 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 4,860 $344K 0.04% +2,257 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,814 $341K 0.01% +2,993 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,781 $339K <0.01% +2,301 13F-HR/A Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,766 $338K <0.01% +3,239 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 4,790 $337K 0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,683 $332K 0.02% +2,265 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,667 $331K <0.01% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,625 $328K 0.03% +2,386 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,550 $323K <0.01% +2,257 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 4,500 $319K <0.01% 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,450 $315K 0.02% +1,350 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,368 $310K 0.03% -10,893 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,272 $303K <0.01% +1,785 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,240 $301K 0.18% +2,120 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,212 $299K 0.02% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,156 $295K 0.35% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,006 $282K <0.01% +993 13F-HR Timeline Group Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,960 $281K 0.07% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,901 $277K <0.01% +2,248 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 3,896 $276K 0.31% -3,247 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,846 $273K <0.01% +2,250 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,854 $272K <0.01% -25,510 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,820 $271K <0.01% +2,009 13F-HR Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,696 $262K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,653 $259K <0.01% +565 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,439 $244K <0.01% +189 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,333 $236K <0.01% +1,910 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 3,332 $236K 0.13% +1,666 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,266 $231K <0.01% +1,589 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 3,241 $230K 0.15% +2,627 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,214 $228K 0.03% +2,885 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,186 $226K 0.01% +1,066 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,144 $223K 0.04% +1,572 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,119 $221K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,125 $221K 0.02% -180 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 3,089 $219K 0.17% +1,554 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,058 $217K 0.06% +1,514 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,056 $217K <0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,018 $214K <0.01% +12 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,983 $211K 0.05% new 13F-HR Timeline STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2,978 $211K <0.01% +1,489 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,976 $211K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,880 $204K 0.02% +1,859 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,866 $203K 0.01% +1,489 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,892 $202K <0.01% +234 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,826 $200K 0.06% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 2,726 $193K -1,847 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,668 $189K <0.01% +1,334 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,343 $166K <0.01% +1,208 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 2,341 $166K 0.11% +1,651 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,287 $162K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,838 $130K 0.06% +995 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,531 $109K <0.01% -1,200 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,400 $99.2K 0.03% +725 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,255 $89K 0.07% +810 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,246 $88.3K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,204 $85.3K 0.01% +677 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,150 $80.9K 0.01% +473 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,108 $79K <0.01% +692 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,018 $72K <0.01% +511 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,145 $71.6K <0.01% +23 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,000 $70.9K 0.02% +500 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 860 $61K 0.05% +858 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 827 $58.6K <0.01% +568 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 800 $56.7K <0.01% +400 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 725 $51.4K 0.01% +713 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 696 $49.3K <0.01% +367 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 676 $48K <0.01% +199 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 676 $47.9K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 660 $46.8K <0.01% +330 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 634 $45K <0.01% +451 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 619 $43.9K 0.03% +475 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 606 $43K 0.01% +265 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 581 $41.2K <0.01% +363 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 531 $37.6K <0.01% +289 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 399 $28.3K <0.01% -80 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 380 $26.9K <0.01% +190 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 330 $23.4K <0.01% +165 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 293 $20.8K <0.01% +119 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 255 $17.6K <0.01% +42 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 245 $17.4K 0.01% +57 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 237 $16.8K <0.01% +129 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 231 $16K <0.01% +11 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 203 $14.4K <0.01% +19 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 200 $14.2K <0.01% +100 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 $14.2K <0.01% -748 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 200 $14.2K 0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 177 $12.5K <0.01% new 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 164 $11.6K <0.01% -496 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 164 $11.5K <0.01% +156 13F-HR/A Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 161 $11.4K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 159 $11.3K <0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 156 $11K <0.01% +78 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 146 $10.3K <0.01% +73 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 140 $9.92K <0.01% +70 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 140 $9.92K <0.01% +70 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 124 $8.79K <0.01% +50 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 120 $8.51K <0.01% +60 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 112 $7.94K 0.01% +56 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 32 $6.8K <0.01% +17 13F-HR Timeline Amount filed as zero, left out of ratios. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 94 $6.66K <0.01% -38 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 92 $6.52K <0.01% +46 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 83 $5.88K <0.01% +48 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 77 $5.46K 0.01% +41 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 76 $5.39K <0.01% +26 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 70 $4.96K <0.01% +26 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 70 $4.96K <0.01% +54 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 66 $4.68K <0.01% -64 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 64 $4.54K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 60 $4.25K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 57 $4.04K <0.01% +30 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 54 $3.83K <0.01% +27 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $3.33K <0.01% +22 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $3.26K <0.01% +23 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45 $3.19K <0.01% +39 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44 $3.12K <0.01% +22 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 42 $2.98K <0.01% -554 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 40 $2.83K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 40 $2.83K <0.01% +20 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 38 $2.69K <0.01% new 13F-HR/A Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36 $2.55K <0.01% -7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $2.55K <0.01% +18 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 36 $2.55K <0.01% +18 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 34 $2.41K <0.01% +17 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29 $2.06K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27 $1.91K <0.01% +17 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25 $1.77K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21 $1.77K <0.01% +21 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 22 $1.56K <0.01% +11 13F-HR Timeline Quarry LP More: the full row for Quarry LP 22 $1.56K <0.01% -42 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 20 $1.42K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 19 $1.35K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18 $1.28K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10 $1K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 14 $993 <0.01% -4 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14 $992 <0.01% +7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $780 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $709 <0.01% +5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10 $709 <0.01% +5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $709 <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $638 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $567 <0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $546 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $498 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $497 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $355 <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $354 <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2 $142 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 0 $31 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -60 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.