Quantessence Capital LLC More: the full row for Quantessence Capital LLC 6,136 $447K 1.32% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,062 $447K <0.01% -1,801 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,095 $444K 0.01% +151 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,092 $444K 0.03% +1,501 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,027 $439K 0.01% -13 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,953 $434K 0.02% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 5,941 $433K 0.22% +1,620 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,940 $433K 0.07% +1,130 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,931 $432K 0.12% +2,339 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,870 $428K 0.09% -134 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 5,866 $427K 0.06% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,848 $426K <0.01% -34,051 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,846 $426K <0.01% -400 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,826 $424K 0.01% 0 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 5,802 $423K <0.01% -3,225 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,791 $422K 0.12% -6,562 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,776 $421K 0.01% -451 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,749 $419K 0.16% -535 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,655 $416K <0.01% -223 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,673 $413K 0.04% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,639 $411K 0.02% -383 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,122 $409K 0.14% +523 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,616 $409K 0.02% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,597 $408K 0.13% +241 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,588 $407K 0.33% -45 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,561 $405K 0.02% -15 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,559 $405K 0.01% -222 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,534 $403K <0.01% +1,007 13F-HR/A Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 5,414 $394K 0.37% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,354 $390K 0.07% +802 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,347 $389K 0.01% +1,557 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,338 $389K 0.29% +2,388 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,332 $388K <0.01% -6,528 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,330 $388K 0.07% +687 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,315 $387K 0.08% +323 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,293 $385K 0.15% +204 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,280 $385K 0.07% -383 13F-HR/A Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,236 $381K 0.01% +645 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,205 $379K 0.01% +1,038 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,195 $378K 0.02% -7,959 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,190 $378K 0.08% -309 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,163 $376K 0.02% +1,541 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. 5,153 $376K 0.01% -219 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 5,021 $371K 0.01% -2,755 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,062 $369K <0.01% -2,841 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,056 $368K <0.01% -1,906 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,057 $368K 0.06% -680 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,051 $368K 0.36% +293 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,015 $365K 0.33% -7,477 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,981 $363K 0.21% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,976 $362K 0.02% +117 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,932 $359K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,920 $358K <0.01% -356 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,911 $358K 0.06% -4 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,903 $357K 0.01% -558 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,901 $357K 0.01% +5 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,894 $356K 0.12% -730 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,880 $355K 0.03% +1,485 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,878 $355K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,868 $355K <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,858 $354K <0.01% +857 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,816 $351K 0.14% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,806 $350K 0.02% +842 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,769 $347K 0.2% +38 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 4,700 $342K 0.12% -200 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,699 $342K 0.08% -77 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,664 $340K 0.23% +187 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,660 $339K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,629 $337K 0.01% -2,637 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,625 $337K 0.01% -902 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,580 $334K 0.01% -17 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,571 $333K 0.02% -733 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,569 $333K 0.01% +1,802 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $332K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Cypress Capital, LLC More: the full row for Cypress Capital, LLC 4,553 $332K 0.09% -290 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,538 $331K 0.12% +48 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,534 $330K 0.25% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,529 $330K 0.03% +555 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,489 $329K 0.02% -36,858 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,510 $328K 0.02% -5,320 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,500 $328K 0.12% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,464 $325K <0.01% +135 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,458 $325K 0.19% -1,382 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,388 $320K <0.01% -32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,385 $319K <0.01% +324 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,324 $318K 0.04% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,953 $318K 0.26% -3,679 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,344 $316K 0.02% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,342 $316K 0.03% +610 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,325 $315K 0.02% -10,843 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,313 $314K 0.02% -874 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,295 $313K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,240 $309K <0.01% -233 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,228 $308K 0.02% -1,038 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,195 $306K 0.02% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,180 $304K 0.01% -3,778 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,168 $304K 0.02% -594 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,158 $303K 0.03% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,120 $300K <0.01% -69 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,070 $300K <0.01% -225 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,986 $290K 0.01% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,980 $290K 0.15% -898 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 3,967 $289K 0.12% -182 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,954 $288K 0.01% +237 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,920 $285K 0.03% +11 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,778 $285K <0.01% -7,897 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,693 $284K 0.02% -24 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,902 $284K <0.01% -834 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,900 $284K 0.01% -57,482 13F-HR Timeline Group Trust Co More: the full row for Trust Co 3,896 $284K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,896 $284K 0.01% -3,890 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,891 $283K 0.13% +129 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,891 $283K 0.01% -269 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,883 $283K 0.01% +1,131 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,875 $282K <0.01% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,465 $280K 0.01% -2,381 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,842 $280K 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,834 $279K <0.01% -1,052 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,831 $279K 0.09% +3 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,826 $279K 0.08% -1,976 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,822 $278K 0.01% -3,001 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,809 $277K 0.03% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,806 $277K 0.02% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,802 $277K 0.04% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,797 $277K 0.05% -351 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,785 $276K 0.07% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,782 $275K 0.02% +543 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,758 $274K 0.03% -6 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,700 $269K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,676 $268K 0.08% +3,665 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,675 $268K 0.01% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,638 $265K 0.02% -140 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,572 $261K 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,558 $259K 0.08% -325 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,550 $259K 0.05% -479 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,534 $257K <0.01% -14 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,528 $257K 0.05% -8,269 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,125 $256K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,500 $255K 0.02% -98 13F-HR/A Timeline Old Port Advisors More: the full row for Old Port Advisors 3,496 $255K 0.05% +258 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,494 $255K 0.04% -195 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,503 $254K 0.01% -1,168 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,477 $253K <0.01% -29,351 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,476 $253K 0.07% -289 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,427 $250K 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,409 $248K 0.01% +130 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,368 $245K 0.01% 0 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,345 $244K 0.12% +487 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,307 $241K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,009 $240K <0.01% +25 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,291 $240K 0.11% -9 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3,289 $240K 0.09% -101 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,285 $239K 0.01% -252 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,280 $239K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,266 $238K 0.01% -2,378 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,253 $237K 0.02% -3,530 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,253 $237K 0.02% -1,943 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,216 $234K 0.09% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,211 $234K <0.01% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 3,211 $234K <0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,194 $233K 0.01% -441 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,188 $232K 0.03% -1,021 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,187 $232K <0.01% -4,543 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,180 $232K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,178 $231K 0.01% +78 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,166 $231K 0.01% -245 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,153 $230K <0.01% -62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,141 $229K 0.02% -315 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,118 $227K 0.01% +8 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,098 $226K <0.01% +25 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,088 $225K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,066 $223K 0.02% new 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 3,048 $222K 0.02% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,046 $222K 0.13% -6 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,001 $219K <0.01% -13,914 13F-HR Timeline Group Shellback Capital, LP More: the full row for Shellback Capital, LP 3,000 $218K 0.02% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $218K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,973 $217K <0.01% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,969 $216K 0.03% new 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 2,961 $216K <0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,915 $212K 0.04% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,909 $212K 0.02% -9 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 2,879 $210K 0.09% -13,809 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,831 $206K 0.01% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,824 $206K 0.22% new 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 2,811 $205K 0.01% new 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 2,800 $204K <0.01% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,795 $204K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,795 $204K 0.02% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,477 $203K 0.02% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,780 $202K <0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,753 $200K <0.01% -10,576 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,747 $200K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,669 $194K 0.01% +27 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,646 $193K 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,637 $192K <0.01% +2,481 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 2,608 $190K 0.07% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,559 $186K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,407 $175K 0.01% -190 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,313 $168K <0.01% -9,651 13F-HR Timeline