Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,433 $652K 0.2% -252 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,360 $650K <0.01% -206 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,247 $650K 0.01% new 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,395 $649K 0.08% +2,074 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,411 $648K 0.09% +146 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,400 $646K 0.11% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,372 $641K 0.02% +90 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,337 $634K 0.1% +1,319 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,329 $633K 0.01% -115 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,328 $633K 0.08% +272 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,316 $630K 0.32% -162 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,285 $624K 0.06% +87 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,283 $624K 0.02% -33,483 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,275 $622K 0.57% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 3,330 $622K 0.1% +97 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,098 $620K 0.02% new 13F-HR/A Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,238 $615K 0.03% +461 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,232 $614K 0.01% +190 13F-HR Timeline Group LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,229 $614K 0.44% +75 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,206 $609K 0.03% -537 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,160 $601K 0.48% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,142 $597K 0.01% +74 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,464 $595K 0.15% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,088 $587K 0.05% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,086 $586K 0.02% -452 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,072 $584K 0.04% +896 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,055 $581K 0.04% +531 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,054 $580K 0.03% -64 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,047 $579K 0.19% +72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,016 $573K 0.22% -181 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,014 $573K 0.01% -187 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,008 $572K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,005 $571K 0.01% +67 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,000 $570K 0.01% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,985 $567K 0.08% 0 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,978 $566K 0.02% -38 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,973 $565K <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,969 $564K 0.06% -62 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,952 $561K 0.02% -215 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,943 $559K 0.11% -177 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,936 $558K 0.05% -45 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,936 $558K 0.44% -253 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,923 $555K 0.01% -13,144 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,907 $553K <0.01% +308 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,874 $546K 0.17% +31 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,850 $542K 0.12% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,835 $539K 0.63% -234 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,580 $536K 0.18% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,821 $536K 0.51% +50 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,815 $535K 0.08% -2,207 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,813 $535K 0.3% -10 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,812 $534K 0.04% +52 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,812 $534K 0.09% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,811 $534K 0.01% -1,409 13F-HR Timeline Group SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 2,790 $530K 0.02% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,734 $520K 0.01% +283 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,732 $519K 0.27% -44 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,727 $518K 0.02% -749 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,684 $510K 0.06% -1,500 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,675 $508K 0.01% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,668 $507K 0.16% +1,506 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,664 $506K 0.01% -205 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,652 $504K 0.03% -947 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,646 $503K 0.01% +476 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,635 $503K 0.02% +913 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,621 $498K 0.01% +222 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,608 $496K 0.04% +147 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,568 $488K 0.13% +153 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,508 $478K 0.27% +595 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,512 $477K 0.03% +1,441 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,510 $477K 0.05% +395 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,496 $474K <0.01% -451 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,485 $472K 0.18% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,458 $467K 0.11% -159 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,713 $463K 0.03% -154 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,417 $459K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,415 $459K <0.01% -233 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,407 $457K 0.06% +35 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,377 $452K <0.01% -4,121 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,368 $450K 0.01% -226 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,366 $450K <0.01% -135 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,350 $446K 0.02% +412 13F-HR Timeline Group PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 2,300 $437K 0.46% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,296 $436K 0.02% +1,137 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,266 $431K 0.33% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,264 $430K 0.01% +399 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,240 $426K 0.08% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,225 $423K <0.01% +271 13F-HR Timeline Group Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,216 $421K 0.37% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,200 $418K 0.01% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,182 $415K 0.04% -4 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,182 $415K 0.11% +182 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,162 $411K 0.31% -550 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,157 $410K 0.08% +15 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,155 $410K 0.01% +567 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,155 $410K 0.01% +34 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,153 $409K 0.01% +1,231 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,144 $407K 0.02% +402 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,131 $405K 0.02% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,100 $399K 0.26% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,081 $397K 0.02% +399 13F-HR/A Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,090 $397K 0.05% +159 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. 2,090 $397K 0.01% -392 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,087 $397K 0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,067 $393K 0.02% -5,571 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,049 $389K 0.03% +920 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,034 $387K 0.06% +550 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,020 $384K 0.1% -952 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,016 $383K 0.01% +169 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,005 $381K 0.02% -25 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,000 $380K 0.02% -1,000 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,999 $380K 0.05% +22 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,992 $379K 0.03% -7 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,982 $377K 0.12% -16 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,981 $377K 0.09% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,980 $376K 0.01% +124 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,980 $376K 0.06% +1,929 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,965 $373K 0.01% -15 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,962 $373K 0.03% -96 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,934 $368K 0.02% -974 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 1,918 $365K 0.09% +173 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,750 $362K 0.07% -319 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,906 $362K 0.05% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,900 $361K 0.31% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,895 $360K 0.23% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,895 $360K 0.29% -163 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,891 $359K 0.01% +151 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,881 $358K 0.1% +29 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,881 $357K 0.01% +149 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,879 $357K 0.01% +21 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,872 $356K 0.12% -500 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,868 $355K 0.04% -28 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,859 $353K <0.01% +7 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,857 $353K 0.03% -147 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,838 $351K 0.04% -124 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,829 $350K 0.12% -50 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,833 $348K 0.01% -74 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,832 $348K 0.02% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,830 $348K 0.03% +149 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,792 $341K 0.02% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,789 $340K 0.15% -117 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,774 $337K 0.02% -54 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,773 $337K 0.01% +60 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,769 $336K <0.01% +206 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,763 $335K 0.13% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,759 $335K 0.01% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,758 $334K 0.26% +126 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,755 $334K 0.11% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,753 $333K 0.17% -920 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,753 $333K 0.07% +1,592 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,750 $333K 0.01% -6,291 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,748 $332K 0.02% -1,431 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,729 $329K 0.03% +576 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,724 $328K 0.24% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,716 $326K 0.34% +189 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,708 $326K <0.01% -1,290 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,708 $325K 0.01% -31 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,701 $323K 0.12% -60 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,700 $323K 0.03% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,699 $323K 0.18% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,699 $323K 0.01% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,719 $321K 0.29% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,683 $320K 0.04% +5 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,681 $320K 0.01% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,531 $318K 0.2% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 1,671 $318K 0.22% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,669 $317K 0.05% +54 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,653 $314K 0.35% -348 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,653 $314K 0.29% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,650 $314K 0.16% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,649 $313K <0.01% -880 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,635 $312K 0.03% +55 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,632 $310K 0.12% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,828 $303K 0.03% +226 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,582 $302K 0.01% +145 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,585 $301K 0.01% -155 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,582 $300K 0.07% -759 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 1,577 $300K 0.13% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,572 $299K 0.09% -1,343 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,566 $298K <0.01% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,564 $297K 0.02% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,560 $296K 0.15% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,543 $295K <0.01% -287 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,550 $295K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,547 $294K 0.04% -34 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,547 $294K <0.01% -1,919 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,533 $291K 0.09% new 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,532 $291K <0.01% new 13F-HR/A Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,522 $289K 0.06% -143 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,518 $289K 0.06% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $285K 0.05% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $285K 0.11% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,497 $285K 0.28% -227 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,496 $284K 0.03% new 13F-HR/A Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,481 $281K <0.01% -155,652 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,482 $281K 0.08% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,451 $276K 0.03% -2 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,445 $275K <0.01% +73 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,437 $273K 0.12% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,418 $270K 0.03% new 13F-HR Timeline