PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,929 $1.54M 0.93% -100 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,926 $1.53M 0.06% +45 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,926 $1.53M 0.99% +733 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,922 $1.53M 0.22% -9 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 1,921 $1.53M 0.6% +117 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,921 $1.53M 0.26% -183 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,910 $1.52M 0.08% -141 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,907 $1.52M 0.09% +412 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,905 $1.52M 0.03% -1,256 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,880 $1.5M 0.43% +16 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,879 $1.5M 0.55% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,874 $1.49M 0.15% -97 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,866 $1.49M 0.01% -32,692 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,866 $1.49M 0.09% +195 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,865 $1.48M 0.38% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,863 $1.48M 0.02% +1,291 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,859 $1.48M 0.02% -229 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,848 $1.47M 0.07% +243 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1,842 $1.47M 0.92% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,839 $1.46M 0.01% -1,085 13F-HR/A Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 1,839 $1.46M 0.11% +60 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,827 $1.45M 0.01% +657 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,825 $1.45M 0.04% -6 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,824 $1.45M 0.06% +243 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,816 $1.45M 1% +332 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,815 $1.45M 0.09% +247 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,911 $1.44M 0.61% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,809 $1.44M 0.12% +862 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,804 $1.44M 0.2% -76 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,802 $1.43M 0.12% -65 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,802 $1.43M 0.4% +109 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,801 $1.43M 0.14% +121 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,800 $1.43M 0.07% +401 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 1,800 $1.43M 1.59% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,795 $1.43M 0.11% -38 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,768 $1.42M 0.38% -215 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,782 $1.42M 0.38% +114 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,780 $1.42M 0.48% +1,476 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,780 $1.42M 0.03% +185 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,778 $1.42M 0.34% -2,110 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,771 $1.41M 0.6% -212 13F-HR/A Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,769 $1.41M 0.28% +1,564 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,761 $1.4M 0.03% +259 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,796 $1.39M 0.85% +292 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,734 $1.38M 1.27% -19 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,298 $1.38M 0.95% -325 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,724 $1.37M 1.05% +1,534 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,721 $1.37M 0.06% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,720 $1.37M 1.06% -220 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,708 $1.36M 0.64% +1,308 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,705 $1.36M 0.1% -196 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,696 $1.35M 0.38% +112 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,661 $1.35M 0.5% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,680 $1.34M 0.07% -17 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,680 $1.34M 0.06% +946 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,675 $1.33M 0.12% -484 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,673 $1.33M 0.15% -200 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,667 $1.33M 0.21% -4 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,661 $1.32M 0.34% +157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,770 $1.32M 0.76% +251 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,655 $1.32M <0.01% +192 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,649 $1.31M 0.09% +273 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,634 $1.3M 0.23% +63 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,622 $1.29M 0.24% -98 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,616 $1.29M 0.23% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,601 $1.27M 0.04% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,600 $1.27M 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,596 $1.27M 0.08% +241 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,592 $1.27M 0.13% new 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 1,464 $1.26M 0.73% new 13F-HR/A Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 1,578 $1.26M 0.8% +41 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,577 $1.26M +69 Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,576 $1.25M 0.52% +492 13F-HR Timeline SWS Partners More: the full row for SWS Partners 1,571 $1.25M 0.41% +56 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,570 $1.25M 0.04% +187 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,565 $1.25M 0.18% +279 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,562 $1.24M 0.97% -34 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,551 $1.23M 0.09% +70 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,551 $1.23M 0.3% -105 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,548 $1.23M 0.34% +108 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,309 $1.23M 0.01% -1,304 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,539 $1.23M 0.12% +159 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 1,532 $1.22M 1.73% +1,510 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,532 $1.22M 0.05% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,524 $1.21M 0.03% +244 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,519 $1.21M 0.41% -160 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,509 $1.2M 0.15% +205 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,504 $1.2M 0.07% +229 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,501 $1.2M 0.09% -321 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,495 $1.19M 0.08% -40 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,495 $1.19M 0.09% +1,116 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,490 $1.19M 0.07% -600 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,490 $1.19M 0.24% -608 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,485 $1.18M 0.21% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,478 $1.18M 0.18% +6 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,473 $1.17M 0.1% -743 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,466 $1.17M 0.1% -13,587 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,458 $1.16M 0.11% +68 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,457 $1.16M 0.04% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,455 $1.16M 0.02% -268 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,450 $1.15M 0.22% +286 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 1,446 $1.15M 0.8% +643 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,442 $1.15M 0.08% +353 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,440 $1.15M 0.22% +348 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 1,438 $1.14M 0.1% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,431 $1.14M 0.25% +96 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,421 $1.13M <0.01% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,420 $1.13M 1.01% -70 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,419 $1.13M 0.22% -105 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,450 $1.12M 0.11% +252 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,409 $1.12M 0.31% +48 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,407 $1.12M 0.29% +1,392 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 1,402 $1.12M 0.14% +1,091 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 1,400 $1.11M 0.05% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,397 $1.11M 0.16% +191 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,392 $1.11M 0.39% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,385 $1.1M 0.15% +165 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,384 $1.1M 0.45% +82 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,378 $1.1M 0.38% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,373 $1.09M 0.18% +184 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,372 $1.09M 0.06% -12 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,371 $1.09M 0.06% +165 13F-HR/A Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,371 $1.09M -402 Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,370 $1.09M 0.13% -360 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,368 $1.09M 0.17% +130 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,364 $1.09M 0.01% +209 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 1,359 $1.08M 0.98% -355 13F-HR/A Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 1,355 $1.08M 0.41% -38 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,350 $1.07M 0.26% -753 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,349 $1.07M 0.19% -157 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,347 $1.07M 0.79% +65 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,347 $1.07M 0.3% -90 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,342 $1.07M 0.09% -1 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,331 $1.06M 0.14% +148 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,326 $1.06M 0.43% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,313 $1.05M -117 Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,322 $1.05M 0.08% -24 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 1,320 $1.05M 0.8% 0 13F-HR Timeline United Bank More: the full row for United Bank 1,315 $1.05M 0.43% +531 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,314 $1.05M 0.33% -40 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,312 $1.04M 0.1% +325 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,329 $1.03M 0.54% +14 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,298 $1.03M 0.66% +5 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,297 $1.03M 0.08% -158 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 1,282 $1.02M 0.56% -380 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 1,269 $1.01M 0.21% -4,110 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,268 $1.01M +292 Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,268 $1.01M 0.03% -24 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,267 $1.01M 0.09% -56 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,265 $1.01M 0.06% +343 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,263 $1.01M 0.07% -214 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,263 $1.01M 0.1% +48 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,257 $1M 0.29% -142 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,255 $999K 0.24% +26 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,252 $997K 0.03% +13 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,251 $996K 0.12% -1,695 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 1,250 $995K 0.62% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,247 $993K 0.04% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,238 $986K 0.08% -130 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,226 $976K 0.05% -290 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,226 $976K 0.1% +370 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,020 $974K 0.79% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,220 $971K 0.32% -226 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,210 $963K 0.04% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,204 $959K 0.06% -2,026 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,201 $956K 0.17% -173 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 1,200 $955K 0.19% 0 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 1,200 $955K 0.31% -6,422 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,199 $955K 0.81% +436 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,199 $955K 0.03% -244 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,196 $952K 0.02% -36 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,190 $947K 0.09% +35 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,186 $944K 0.19% +178 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,181 $940K 0.26% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,179 $939K 0.21% -1 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,180 $938K 0.11% +231 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,176 $936K 0.01% +10 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,176 $936K 0.03% +56 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,169 $931K 0.17% +8 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,164 $927K 0.31% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,162 $925K 0.01% +1,071 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Unigestion Holding SA More: the full row for Unigestion Holding SA 1,161 $924K 0.05% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,160 $924K 0.6% +275 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,153 $918K 0.24% -372 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,152 $917K 0.07% +101 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,150 $916K 0.39% +450 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,149 $915K 0.03% +63 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,147 $914K 0.08% -96 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,145 $912K 0.16% +15 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,138 $906K 0.29% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,137 $906K 0.01% -89 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,137 $905K 0.62% +20 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 1,137 $905K 0.82% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,136 $904K 0.46% -12 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,135 $904K 0.06% -123 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,132 $901K 0.05% +84 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,130 $900K 0.18% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,128 $898K 0.18% +78 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,125 $896K 0.87% +28 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,124 $895K 0.14% new 13F-HR Timeline