Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,944 $580K 0.02% -133 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,929 $576K 0.01% -67 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,882 $567K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,863 $564K 0.21% +1 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,823 $556K 0.04% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,814 $554K 0.14% -80 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,809 $553K 0.07% 0 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,787 $549K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,771 $545K 0.02% +557 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,759 $543K 0.02% -1,034 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,749 $541K 0.13% +131 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,731 $538K 0.09% -393 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,712 $534K 0.04% -1,192 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,843 $533K -488 Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,672 $526K 0.15% -126 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,620 $516K 0.18% +141 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,611 $514K 0.32% -29 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,611 $514K 0.01% -63 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,571 $509K <0.01% +1,609 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,577 $507K <0.01% -432 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,550 $502K 0.1% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,537 $499K 0.36% +155 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,530 $498K <0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,513 $495K 0.01% -53 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,510 $494K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,505 $493K 0.01% -61 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,494 $493K <0.01% +477 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,489 $493K 0.07% -64 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,497 $492K 0.21% +190 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,493 $491K 0.13% 0 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,470 $486K 0.08% -12 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,469 $486K 0.1% -311 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,465 $485K 0.02% -79 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,438 $480K 0.01% -9,259 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,411 $477K 0.05% -201 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,272 $477K 0.03% -37,666 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,421 $477K 0.06% -2,511 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,405 $473K 0.05% -47 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,547 $473K 0.36% -149 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,409 $470K 0.03% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,357 $464K 0.1% +529 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,331 $462K 0.01% -398 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,343 $461K 0.02% +263 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,333 $459K <0.01% -76 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,285 $450K 0.01% +152 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,271 $447K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,258 $445K 0.01% +122 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,254 $444K 0.06% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,251 $443K 0.01% -99 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,249 $443K <0.01% +586 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 2,219 $437K 0.02% -213 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,189 $431K 0.01% -276 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,182 $430K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,181 $429K 0.01% +261 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,178 $429K 0.01% -3,355 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,148 $423K 0.02% +471 13F-HR/A Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,139 $421K 0.07% +5 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,111 $416K 0.01% -2,829 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,212 $415K 0.03% -216 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,101 $414K 0.07% -273 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,100 $413K 0.21% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,093 $412K <0.01% -427 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,082 $410K 0.2% -389 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,073 $408K <0.01% -1,391 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,072 $408K 0.03% +107 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,055 $405K 0.23% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,054 $404K 0.01% -225 13F-HR Timeline Group Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,050 $404K 0.07% -6,267 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,039 $402K <0.01% -375 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,007 $397K 0.01% -1,391 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,976 $396K 0.01% -1,558 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,997 $393K 0.35% -6 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,979 $390K 0.01% -900 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,960 $386K 0.38% +28 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,941 $382K 0.03% +506 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,935 $381K 0.03% +298 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,925 $379K 0.01% +1,700 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,913 $377K 0.04% -244 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,879 $370K 0.02% -3,873 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,879 $370K 0.37% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,876 $367K 0.01% new 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,862 $367K 0.04% +29 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,861 $366K 0.05% +523 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,851 $364K 0.05% +70 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,848 $364K 0.02% +2 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,836 $361K 0.04% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,827 $360K 0.03% -20,119 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,816 $359K 0.16% -40 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,817 $358K 0.02% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,808 $356K 0.04% +349 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 1,800 $354K 0.33% -500 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,784 $351K 0.04% 0 13F-HR Timeline LETKO, BROSSEAU & ASSOCIATES INC More: the full row for LETKO, BROSSEAU & ASSOCIATES INC 1,775 $349K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,736 $342K 0.01% -113 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,734 $341K <0.01% +24 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,733 $341K 0.23% +6 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,725 $340K 0.23% -50 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,163 $338K <0.01% +17 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,717 $338K 0.05% -74 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,716 $338K 0.05% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,708 $336K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,707 $336K 0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,704 $335K 0.09% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,700 $335K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,699 $334K 0.05% +524 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,698 $334K 0.01% -24 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,691 $332K 0.08% -142 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 1,668 $328K 0.14% -2 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,655 $327K 0.03% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,663 $327K 0.01% -586 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,662 $327K 0.06% -113 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,653 $325K 0.24% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,652 $325K 0.01% -107 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,650 $325K 0.14% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,646 $324K 0.04% +165 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,644 $324K 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,621 $319K 0.11% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,608 $317K 0.1% -5 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,589 $313K 0.14% -1,336 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,579 $312K 0.07% +28 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,580 $311K 0.01% -175 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,573 $310K 0.02% +201 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,555 $306K 0.01% -265 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,551 $305K <0.01% +17 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,550 $305K 0.07% +158 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,548 $305K 0.02% -117 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,538 $304K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,537 $303K <0.01% +212 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. 1,537 $302K 0.01% -48 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,533 $302K 0.08% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,531 $301K <0.01% -73 13F-HR/A Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,526 $300K 0.62% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,521 $299K 0.03% +173 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,386 $299K <0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,520 $299K 0.01% +98 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,517 $299K 0.02% -367 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,515 $298K 0.02% -205 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,509 $297K 0.03% +1,462 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 1,500 $297K 0.03% +300 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,505 $296K 0.01% -1,114 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $295K 0.04% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $295K 0.1% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,499 $295K 0.02% -30 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,494 $294K 0.04% -811 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,491 $293K 0.01% -1,690 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,488 $293K 0.02% +12 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,448 $285K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,447 $285K <0.01% +557 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,440 $284K <0.01% -299 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,432 $282K 0.04% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,428 $281K <0.01% +331 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,427 $281K 0.07% +142 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,417 $279K 0.01% new 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,401 $277K 0.06% -12,220 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,402 $276K 0.07% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,395 $275K <0.01% -8 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,394 $274K 0.18% +329 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 932 $272K 0.06% -66 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,200 $271K 0.01% +69 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,374 $270K 0.08% -751 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,374 $270K 0.18% -227 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,373 $270K <0.01% -3,268 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,363 $268K 0.21% -45 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,362 $268K 0.01% +11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,350 $266K 0.03% -6 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,348 $265K 0.01% +7 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,345 $265K 0.01% -2,045 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,338 $265K 0.15% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,343 $264K <0.01% -2,885 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 1,334 $263K 0.06% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,320 $260K <0.01% -21 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,317 $259K <0.01% +200 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,316 $259K 0.08% -10 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,315 $259K 0.15% -103 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,290 $254K 0.17% -344 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,286 $253K <0.01% -725 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,284 $253K 0.02% -136 13F-HR Timeline Group Sierra Legacy Group More: the full row for Sierra Legacy Group 1,275 $251K 0.19% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,272 $250K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,270 $250K 0.02% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,270 $250K 0.06% +130 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,270 $250K 0.15% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,264 $249K 0.02% +236 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,251 $246K 0.02% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,249 $246K 0.08% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,249 $246K 0.07% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,248 $246K 0.09% 0 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 1,238 $244K 0.2% -128 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 841 $243K 0.02% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,231 $242K 0.11% +7 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,238 $242K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,224 $241K 0.01% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,218 $240K 0.12% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,206 $237K 0.01% +49 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,200 $236K 0.12% +200 13F-HR Timeline Group Act Two Investors LLC More: the full row for Act Two Investors LLC 1,189 $234K 0.05% -3,515 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,182 $233K 0.02% -30 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,182 $233K 0.02% -9,160 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,176 $232K <0.01% +123 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,173 $231K 0.03% -90 13F-HR Timeline