BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,596 $267K 0.15% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,593 $267K 0.09% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,592 $266K 0.01% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,591 $266K 0.02% -292 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,585 $265K 0.09% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,580 $264K 0.14% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,579 $264K 0.01% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,570 $263K 0.17% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,568 $262K 0.08% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,567 $262K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,560 $261K 0.05% new 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,558 $261K 0.07% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,555 $260K 0.11% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,554 $260K 0.02% -130 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,553 $260K 0.16% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,548 $259K 0.02% -230 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,546 $259K 0.2% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,541 $258K 0.1% -1,442 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,539 $258K <0.01% -138,277 13F-HR/A Timeline Group CLG LLC More: the full row for CLG LLC 1,538 $257K 0.07% -100 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,131 $256K 0.12% 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,530 $256K 0.11% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,529 $256K <0.01% new 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,213 $255K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,525 $255K 0.06% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,522 $255K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,517 $254K 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,515 $253K 0.02% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,508 $252K 0.06% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,503 $251K 0.03% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,502 $251K 0.06% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,500 $251K 0.04% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,500 $251K 0.6% -482 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,497 $250K 0.18% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,497 $250K 0.05% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,296 $250K 0.02% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,493 $250K 0.06% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,492 $250K 0.03% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,492 $250K <0.01% new 13F-HR/A Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,491 $250K <0.01% -204 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,488 $249K 0.04% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,488 $249K 0.03% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,487 $249K 0.02% new 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,487 $249K 0.04% -5,716 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,486 $249K 0.14% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,485 $249K 0.02% -50 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,481 $248K <0.01% new 13F-HR Timeline Kamunting Street Capital Management, L.… More: the full row for Kamunting Street Capital Management, L.P. 1,476 $247K 0.18% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,473 $246K 0.1% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,471 $246K 0.05% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,468 $246K 0.01% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,468 $246K 0.03% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,467 $245K 0.17% +79 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,459 $244K 0.07% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,458 $244K <0.01% -213 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,452 $243K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,450 $243K 0.01% -1,001 13F-HR/A Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,450 $243K 0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,450 $243K 0.05% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,448 $242K 0.05% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,445 $242K 0.17% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,443 $241K 0.1% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,438 $241K 0.17% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,438 $241K 0.04% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,434 $240K 0.08% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,425 $238K 0.04% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,425 $238K 0.02% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,423 $238K 0.17% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,421 $238K 0.04% -573 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,416 $237K 0.09% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,414 $237K 0.07% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,259 $236K 0.04% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,411 $236K 0.08% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,410 $236K 0.03% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,404 $235K 0.02% -1,675 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,402 $235K 0.06% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,400 $234K 0.06% -530 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,389 $232K 0.02% -495 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,389 $232K 0.02% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,382 $231K 0.01% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,382 $231K 0.01% -321 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,379 $231K 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,378 $231K 0.03% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,373 $230K 0.03% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,372 $230K 0.01% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,369 $229K 0.06% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,365 $228K 0.03% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,363 $228K 0.14% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,411 $228K 0.14% -539 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,362 $228K 0.12% new 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 1,358 $227K 0.11% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,357 $227K 0.01% -483 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,356 $227K 0.02% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,353 $226K 0.1% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,353 $226K 0.01% 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 1,353 $226K 0.13% -2,789 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,353 $226K 0.08% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,352 $226K 0.04% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,347 $225K <0.01% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,346 $225K 0.22% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,342 $225K 0.04% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,342 $225K 0.01% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,342 $224K 0.07% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,003 $224K 0.13% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,340 $224K 0.01% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,000 $224K 0.1% new 13F-HR/A Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,333 $223K <0.01% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,330 $223K 0.09% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,329 $222K 0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,328 $222K 0.04% -450 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,326 $222K 0.08% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,325 $222K 0.01% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,320 $221K 0.02% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,175 $221K 0.17% new 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,319 $221K 0.07% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,313 $220K 0.15% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,310 $219K 0.1% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,309 $219K 0.01% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,308 $219K 0.07% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,301 $218K 0.11% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,300 $218K 0.02% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,299 $217K 0.01% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,299 $217K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,298 $217K 0.01% +480 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,294 $217K 0.15% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,293 $216K <0.01% -158 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,287 $215K 0.1% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,284 $215K 0.02% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,283 $215K 0.08% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,283 $215K 0.06% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,278 $214K 0.03% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,277 $214K 0.05% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,276 $213K 0.03% -16,476 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,275 $213K 0.09% +100 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,272 $213K 0.03% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,162 $212K 0.04% new 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,258 $210K 0.03% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,252 $210K 0.06% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,250 $209K 0.03% new 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,243 $208K 0.02% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,243 $208K 0.06% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,241 $208K 0.05% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,239 $207K 0.14% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,237 $207K 0.04% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,232 $206K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,234 $206K 0.05% +47 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,230 $206K 0.09% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,118 $205K 0.02% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,225 $205K 0.12% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,220 $204K 0.02% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,215 $203K 0.13% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,211 $203K 0.09% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,210 $202K 0.04% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,111 $202K 0.03% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,209 $202K 0.1% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,205 $202K 0.03% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,204 $201K <0.01% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,201 $201K 0.09% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,205 $201K 0.03% +108 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,200 $201K 0.03% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,200 $201K 0.1% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,199 $201K 0.1% +324 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,196 $200K 0.02% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,196 $200K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,186 $198K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,177 $197K 0.01% -29 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,166 $195K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,162 $194K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,142 $191K 0.02% -11 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 732 $183K 0.26% 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,063 $178K 0.02% +460 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,050 $176K 0.08% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,026 $172K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,025 $172K 0.04% +2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,011 $169K 0.01% +367 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,011 $169K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,008 $169K 0.06% +33 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,006 $168K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,000 $167K 0.13% 0 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 1,000 $167K 0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 997 $167K 0.1% +445 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 995 $166K 0.05% +16 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 983 $164K 0.1% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 970 $162K 0.08% -3,979 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 965 $161K 0.07% -1,090 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 965 $161K 0.09% new 13F-HR/A Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 961 $161K 0.32% -5,184 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 951 $159K 0.07% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 951 $159K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 917 $153K 0.11% -18 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 905 $151K 0.03% +30 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 900 $151K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 880 $147K 0.03% -119 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 871 $146K 0.01% +108 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 855 $143K 0.04% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,959 $141K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 749 $141K <0.01% -805 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 836 $139K <0.01% +694 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 828 $139K 0.03% -2,128 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 822 $138K 0.06% +10 13F-HR Timeline