Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,274 $1.39M 0.09% -699 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 11,249 $1.39M 0.52% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 11,249 $1.39M 1.2% +1,314 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,197 $1.38M 0.02% +4,693 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,198 $1.38M 0.03% -1,785 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,116 $1.37M 0.01% -1,280 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 11,116 $1.37M 0.08% -3,122 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,072 $1.36M 0.09% +1,058 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 11,018 $1.36M 0.01% +18 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,971 $1.35M 0.23% -77 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,868 $1.34M 0.02% -4,823 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,830 $1.33M 0.03% +609 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,781 $1.33M 0.02% -196 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,767 $1.33M 0.02% -412 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,750 $1.32M 0.03% +1,447 13F-HR/A Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 10,685 $1.32M 0.72% +115 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,580 $1.3M 0.02% +938 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 10,558 $1.3M 0.1% +68 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 10,521 $1.3M 0.53% -19,363 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,588 $1.3M 0.02% -15,733 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,516 $1.3M 0.47% +233 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,502 $1.29M 0.05% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 10,495 $1.29M 0.09% -578 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,444 $1.29M 0.1% -8,764 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 10,433 $1.29M 0.03% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,406 $1.28M 0.56% -1,120 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,396 $1.28M 0.05% -1,905 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,368 $1.28M 0.03% -21 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 10,346 $1.28M 0.62% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,261 $1.26M 0.08% -67 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,147 $1.25M 0.03% +2,635 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,135 $1.25M 0.11% -1,100 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 10,045 $1.24M 0.39% -75 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,020 $1.23M 0.04% +7,027 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 10,000 $1.23M 0.51% new 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 10,000 $1.23M 0.24% new 13F-HR/A Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 10,000 $1.23M 0.23% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,000 $1.23M 0.35% 0 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 10,000 $1.23M 0.2% -70,000 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,931 $1.22M 0.08% -3,626 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 9,917 $1.22M 0.1% -2,425 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,910 $1.22M 0.03% +1,682 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 9,904 $1.22M 0.29% +3,550 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,894 $1.22M 0.16% +1,830 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 9,855 $1.21M 0.2% +71 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 9,837 $1.21M 0.18% +84 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 9,800 $1.21M <0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,791 $1.21M 0.01% +25 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,768 $1.2M 0.06% +1,341 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 9,761 $1.2M 0.08% -703 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 9,696 $1.2M 0.37% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,634 $1.19M 0.09% -3,370 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,600 $1.18M 0.06% -12,586 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,583 $1.18M 0.1% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 9,550 $1.18M 1.17% +5,750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 9,529 $1.17M 0.05% +156 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 9,516 $1.17M <0.01% -3,026 13F-HR Timeline Group Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 9,493 $1.17M 0.71% -212 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 9,492 $1.17M 0.31% +5,698 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,486 $1.17M 0.14% -163 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,468 $1.17M 0.02% +936 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,440 $1.16M 0.03% +783 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 9,427 $1.16M 0.3% +977 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,407 $1.16M 0.25% -5,747 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,404 $1.16M 0.01% +387 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,929 $1.15M 0.1% -416 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 9,258 $1.14M 0.53% +325 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 9,493 $1.14M 0.4% +499 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,235 $1.14M 0.04% +1,676 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,222 $1.14M 0.1% -96,046 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,217 $1.14M 0.07% +640 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 9,204 $1.13M 0.21% -6,501 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 9,198 $1.13M 0.64% +20 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 9,163 $1.13M 0.11% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,680 $1.13M 0.19% -223 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 9,152 $1.13M 0.04% -3 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9,113 $1.12M 0.2% +2,874 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,031 $1.11M 0.23% +1,476 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 8,875 $1.11M 0.6% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 8,950 $1.1M 0.55% +2,685 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 8,910 $1.1M 0.12% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 8,873 $1.09M 0.36% +321 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,873 $1.09M 0.02% +2 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 8,858 $1.09M 0.49% -7,815 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,817 $1.09M 0.28% +82 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,767 $1.08M 0.37% 13F-HR/A Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 8,559 $1.07M 0.02% -359,418 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 8,602 $1.06M 0.71% -1,599 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,596 $1.06M 0.28% +5,732 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,565 $1.06M 0.49% -321 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,548 $1.05M 0.05% 0 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,535 $1.05M 0.06% -400 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,474 $1.04M 0.06% -2,264 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,447 $1.04M 0.08% -464 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,443 $1.04M 0.08% +2,677 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,388 $1.03M 0.37% +55 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,376 $1.03M 0.28% +601 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 8,327 $1.03M 0.27% -30 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 8,319 $1.03M -90 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 174,918 $1.02M 0.08% +27,983 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,274 $1.02M 0.02% +1,713 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 8,230 $1.01M 0.18% -63 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,222 $1.01M 0.13% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,222 $1.01M 0.02% +3,122 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,208 $1.01M 0.04% -876 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 8,199 $1.01M 0.32% +273 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 8,097 $998K 0.74% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 8,042 $991K 0.63% -450 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. 8,006 $987K 0.08% -21,430 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 7,437 $986K 0.05% +696 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,936 $978K 0.32% +699 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 7,890 $972K 0.01% +1,244 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,852 $968K 0.04% -96 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,850 $968K 0.1% +414 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,791 $960K 0.02% -2,302 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,784 $959K 0.03% +148 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 8,570 $959K 0.97% -650 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,761 $957K 0.03% -93 13F-HR/A Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 7,726 $952K 0.91% -513 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,636 $941K 0.34% +5,625 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,604 $937K 0.09% -69,906 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,554 $931K 0.12% -889 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 7,531 $928K 0.38% -93 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,497 $924K 0.03% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,488 $923K 0.01% -770 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 7,441 $917K <0.01% -1,760 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 7,430 $916K 0.32% -44 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,218 $890K 0.6% -165 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,214 $889K 0.02% -377 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 7,203 $888K 0.15% +3,202 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,126 $878K 0.07% +153 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,121 $877K 0.28% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,092 $874K 0.28% -12 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,073 $872K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,067 $871K 0.03% -312 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,046 $868K 0.24% +163 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 7,040 $868K 0.03% -271 13F-HR Timeline Group Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 7,026 $866K <0.01% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,000 $863K 0.21% -2,500 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,989 $861K 0.19% new 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 6,947 $856K 0.59% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,915 $852K 0.1% -5,652 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,915 $852K 0.49% +3,611 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 6,878 $848K 0.67% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,746 $842K 0.12% +35 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 7,347 $840K 0.51% -372 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,813 $840K 0.06% +1,044 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,805 $839K 0.31% +102 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,777 $835K 0.02% +498 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 6,774 $835K 0.38% +340 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,765 $834K 0.3% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,683 $824K 0.05% -170,105 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 6,665 $822K 0.57% new 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,664 $821K 0.62% +830 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 6,647 $819K 0.28% -200 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,624 $818K 0.34% -3,665 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,626 $817K 0.01% -161,659 13F-HR/A Timeline Group Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 6,603 $814K 0.69% -1,987 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 6,585 $812K 0.5% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,577 $811K 0.05% -755 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,527 $804K 0.04% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 6,500 $801K 0.12% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 6,500 $801K 0.46% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,472 $798K 0.02% -2,158 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,452 $795K 0.23% -5,185 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,422 $791K 0.16% +1,204 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,388 $787K 0.11% +715 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,321 $779K 0.05% +190 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,239 $769K 0.03% +421 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,238 $769K 0.03% +32 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 6,213 $766K 0.39% -408 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,251 $764K 0.27% +69 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,197 $764K 0.05% +499 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,145 $757K 0.1% +795 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,143 $757K 0.01% +1,734 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,065 $747K 0.07% +1,141 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,064 $747K 0.25% -41 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,054 $746K 0.08% -277 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,052 $746K 0.32% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,049 $746K 0.33% +1,112 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,022 $742K 0.09% -660 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 6,013 $741K 0.12% -2,399 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,000 $740K 0.21% -46 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,964 $735K 0.01% +661 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 5,929 $731K 0.05% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,923 $730K 0.02% +327 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,912 $729K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,902 $727K 0.06% +1,545 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,898 $727K 0.14% -2,848 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,894 $726K 0.26% 0 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,882 $725K 0.45% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,877 $724K 0.05% -423 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,850 $721K 0.1% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,849 $721K 0.09% -109 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,840 $720K 0.01% +156 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,820 $717K 0.02% -366 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,788 $713K 0.01% -1,641 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,758 $710K 0.07% -37,933 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,722 $705K 0.01% -110 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,715 $704K 0.09% 0 13F-HR Timeline