Bay Rivers Group More: the full row for Bay Rivers Group 16,752 $944K 0.38% -2,537 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 16,625 $937K 0.16% +3,588 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 16,602 $936K 1.03% +165 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 16,593 $935K 0.41% +9,240 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 16,445 $927K 0.01% -3 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 16,436 $926K 0.18% +11,842 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,368 $923K 0.06% +468 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 16,278 $918K 0.19% -195 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 16,222 $914K 0.07% +1,421 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,147 $910K 0.07% -301 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 15,910 $897K 0.12% -159 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 15,870 $895K 0.81% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 15,735 $887K 0.14% -494 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 15,695 $885K 0.03% +34 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 15,664 $883K 0.35% -335 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,357 $866K 0.03% +796 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,330 $864K 0.04% -963 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,176 $855K 0.01% +363 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 15,149 $854K 0.01% -197 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 15,133 $853K 0.34% -49 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,127 $853K 0.02% +2,387 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 15,121 $852K 0.28% -480 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 15,109 $852K 0.03% +180 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 15,040 $848K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,019 $847K 0.05% +2,030 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,937 $842K 0.01% +530 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 14,893 $840K 0.74% 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 14,830 $836K 0.3% +148 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 14,692 $828K 0.38% +10 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 14,692 $828K +52 Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 14,579 $826K 0.03% -1,411 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,628 $825K 0.08% -226 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 14,616 $824K 0.01% -13,993 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14,543 $820K 0.01% +3,835 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,535 $819K 0.06% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 14,530 $819K 0.61% -5,100 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 14,407 $812K 0.06% -40 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 14,359 $809K 0.41% +2,423 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 14,273 $805K 0.09% -9,836 13F-HR/A Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 14,104 $795K 0.2% +307 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 14,079 $794K 0.06% +894 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 14,071 $793K 0.35% +347 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 14,013 $790K 0.01% new 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 13,975 $788K 0.02% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,945 $786K 0.02% -1,830 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,886 $783K 0.03% -915 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 13,870 $782K 0.16% -26,455 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 13,598 $779K 0.35% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 13,815 $779K 0.14% +2 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 13,767 $776K <0.01% -81,319 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,824 $775K 0.01% -15,218 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,740 $775K 0.02% +6,819 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,718 $773K 0.06% -395 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 13,705 $773K 0.08% -2,168 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 13,376 $754K 0.23% +159 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,361 $753K 0.02% +2,575 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 13,325 $751K 0.1% -63,220 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 13,303 $750K 0.03% +4,123 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,245 $747K 0.04% +681 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 13,238 $746K 0.02% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 13,215 $745K 0.4% +930 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,264 $745K 0.02% -3,030 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,155 $742K 0.23% +50 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 13,145 $741K 0.03% 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,705 $740K 0.11% +225 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 13,080 $737K 0.01% +6,177 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 13,072 $737K 0.25% +1,336 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,980 $732K 0.03% +7,543 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,945 $730K 0.04% +912 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 12,866 $725K 0.08% +4,123 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,688 $724K 0.04% -4,144 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 12,809 $722K 0.22% +18 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,736 $718K 0.02% -1,628 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,587 $706K 0.08% -5,055 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 12,375 $698K 0.4% +440 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,301 $693K 0.13% +1,715 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,132 $684K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,060 $680K 0.05% +1,840 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 12,025 $678K 0.5% +1,000 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,901 $671K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,772 $664K 0.04% -1,841 13F-HR/A Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 11,750 $662K 0.2% -1,185 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,683 $662K 0.03% +1,898 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,734 $661K 0.04% -613 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,668 $658K 0.01% -480 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,650 $657K 0.01% -4,457 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 11,646 $656K 0.33% +9 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,559 $652K 0.06% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 11,552 $651K 0.05% -1,499 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 11,391 $642K 0.19% +60 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 11,357 $640K <0.01% +525 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,326 $638K 0.23% +396 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 11,265 $635K 0.24% +946 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 11,183 $630K 0.07% -85 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 11,161 $629K 0.31% -152 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,911 $625K 0.1% +9,923 13F-HR/A Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 11,051 $623K 0.14% +3,055 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,985 $619K 0.05% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,964 $618K 0.07% -48 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,923 $616K 0.04% -205 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 10,880 $613K 0.26% -2,571 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,837 $611K 0.1% -1,521 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 10,805 $609K 0.11% +1,590 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,071 $608K 0.02% +422 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,720 $604K 0.04% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,500 $592K 0.25% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 10,440 $589K 0.05% +23 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,402 $586K 0.02% +3,094 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,364 $584K 0.05% +1,625 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,363 $584K <0.01% -1,007 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 10,119 $570K 0.09% -10,951 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,072 $568K 0.08% -1,587 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,015 $565K 0.02% +1,815 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 10,000 $564K 0.06% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 9,981 $563K 0.17% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 9,927 $560K 0.27% -457 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,913 $559K 0.06% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,881 $557K 0.03% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 9,852 $555K 0.03% -41 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,836 $554K 0.08% +71 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,828 $554K 0.05% +1,001 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,823 $554K 0.05% +144 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,795 $552K 0.01% -23 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,657 $549K 0.03% +4,418 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,682 $546K 0.02% +324 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9,578 $545K 0.04% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,661 $545K 0.01% +1,702 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,576 $540K 0.06% -62 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 9,137 $538K 0.08% -1,408 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 9,386 $529K -1,074 Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,367 $528K 0.19% +1,536 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,360 $528K 0.04% -592 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 9,317 $525K 0.35% +1,645 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 9,290 $524K 0.34% +274 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,917 $519K 0.03% +1,750 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,183 $518K 0.16% +1,146 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 9,149 $516K <0.01% +4,087 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,132 $515K 0.03% +240 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 9,086 $512K 0.08% -1,158 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,089 $512K <0.01% -381 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,996 $507K <0.01% -1,848 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 8,842 $498K 0.13% -542 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 8,766 $494K 0.03% 0 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,703 $490K 0.07% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 8,647 $487K 0.01% -7,313 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,599 $485K 0.33% +2,750 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 8,564 $483K 0.29% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,563 $483K 0.01% +87 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 8,526 $481K 0.27% +138 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,522 $480K 0.01% +3,071 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,505 $479K 0.04% +956 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,837 $475K 0.08% +109 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,309 $468K 0.01% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,301 $468K 0.03% +310 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,203 $462K 0.03% +73 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 8,136 $459K 0.36% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 8,132 $458K 0.13% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,126 $458K 0.16% +5,561 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,126 $458K 0.03% +976 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,122 $458K 0.01% -1,071 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,117 $458K 0.01% +122 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 8,062 $454K <0.01% -307,076 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,041 $453K 0.03% +390 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,019 $452K 0.13% +290 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 8,011 $452K <0.01% new 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 8,000 $451K 0.03% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 7,987 $450K 0.05% +26 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,841 $450K 0.02% -227 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,921 $447K 0.04% +337 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 7,899 $445K 0.18% -236 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,866 $443K <0.01% -44 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 7,844 $442K 0.24% +170 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,801 $440K <0.01% -1,218 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,790 $439K 0.17% -47 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 7,783 $439K 0.28% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,769 $438K 0.02% -452 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,748 $437K 0.01% -6,036 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 7,699 $434K 0.88% +1 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,684 $433K 0.18% -1,436 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,680 $433K 0.05% +906 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 7,671 $432K 0.44% 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 7,657 $432K 0.02% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,651 $431K 0.13% 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 7,651 $431K 0.44% +77 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,639 $431K 0.2% +377 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,560 $426K 0.2% +1,700 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,526 $424K 0.1% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,493 $422K <0.01% +962 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,481 $422K 0.04% +637 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,449 $420K 0.08% -269 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 7,416 $418K 0.31% -631 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,881 $418K 0.04% -406 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,815 $417K 0.05% +85 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,348 $414K 0.13% -50 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,795 $412K 0.11% +60 13F-HR Timeline Center for Financial Planning, Inc. 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