Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,590 $496K 0.07% +1,735 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,580 $496K 0.02% +970 13F-HR/A Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 6,576 $495K 0.17% -461 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,545 $493K 0.02% +3,188 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,524 $491K 0.15% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 6,405 $482K 0.49% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,368 $480K 0.04% +32 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,318 $476K 0.15% +1,003 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,284 $473K 0.21% -1,515 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,270 $472K 0.15% -193 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,034 $471K 0.01% -609 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,246 $470K <0.01% +572 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,227 $469K 0.02% -1,734 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,077 $458K 0.03% +3,223 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,040 $455K 0.01% +1,122 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,024 $454K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,022 $453K 0.02% -263 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,004 $452K 0.11% +376 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,953 $448K 0.02% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,944 $448K 0.01% +754 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,878 $447K 0.01% -967 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 5,894 $444K 0.12% -16 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 5,866 $442K 0.06% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,840 $440K 0.25% -1,502 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 $439K 0.01% +862 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,846 $437K 0.01% -1,748 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,802 $437K 0.13% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,781 $435K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,764 $434K 0.03% +328 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,755 $433K 0.3% +99 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,737 $432K 0.08% +2,769 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,695 $429K 0.01% -1,432 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 5,689 $428K 0.1% +530 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,663 $426K 0.09% -507 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,644 $425K 0.02% +2,531 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,633 $424K 0.39% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,632 $424K 0.42% +2 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,624 $424K 0.14% +3,067 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,602 $422K <0.01% -3,998 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,576 $420K 0.02% -30 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,527 $416K 0.01% +297 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,499 $414K 0.09% -562 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,461 $411K 0.02% -656 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,432 $409K 0.03% +1,249 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,424 $408K 0.1% new 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 5,414 $408K 0.42% -1,235 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. 5,372 $404K 0.01% +134 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,356 $403K 0.14% -268 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,345 $403K <0.01% -809,791 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,304 $399K 0.03% +481 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 5,300 $399K 0.23% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,287 $398K 0.17% -2,046 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,278 $397K 0.03% +36 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,276 $397K 0.01% +4,527 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,266 $397K 0.02% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,250 $395K 0.07% +5,075 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,196 $391K 0.03% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,187 $391K 0.02% +209 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,186 $391K 0.01% -725 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,100 $384K <0.01% -99,472 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 5,094 $384K 0.01% -2,287 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,089 $383K 0.18% +133 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,066 $382K 0.01% +773 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,551 $377K 0.12% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,983 $375K 0.01% +2,331 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,992 $375K 0.1% +133 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,915 $370K 0.07% +249 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,896 $369K 0.01% +642 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,886 $368K <0.01% +986 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,878 $367K 0.03% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,878 $367K 0.22% +547 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,859 $366K 0.02% -3,113 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 4,843 $365K 0.1% -229 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,822 $363K 0.03% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,819 $363K 0.05% new 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,816 $363K 0.16% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,810 $362K 0.07% -40 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,776 $360K 0.09% +176 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,762 $359K 0.03% +999 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 4,758 $358K 0.43% -1,301 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,736 $357K <0.01% -2,226 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,731 $356K 0.23% -21 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,696 $354K <0.01% -509,872 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 4,691 $353K <0.01% -6,259 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,671 $352K 0.02% +4,100 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,643 $350K 0.07% +1,338 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,603 $347K 0.02% +1,550 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,599 $346K 0.14% +27 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,597 $346K 0.01% -3,862 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,591 $346K 0.03% -510 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,591 $346K 0.01% -667 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,556 $343K <0.01% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,552 $343K 0.07% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $343K 0.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. US Asset Management LLC More: the full row for US Asset Management LLC 4,534 $341K 0.3% -34 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,527 $341K <0.01% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,500 $339K 0.13% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,490 $338K 0.13% +45 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,477 $337K 0.27% -420 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,473 $337K <0.01% -82 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,420 $333K <0.01% -2,042 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,347 $332K 0.01% +1,511 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,361 $328K 0.08% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,354 $328K 0.1% -4,870 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,295 $327K <0.01% +470 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,329 $326K <0.01% -241 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 4,321 $325K 0.19% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,303 $324K 0.02% +42 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 4,247 $320K 0.12% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,209 $317K 0.05% +2,632 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,191 $316K 0.02% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,189 $315K <0.01% +153 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,168 $314K 0.09% +344 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,167 $314K <0.01% +184 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,160 $313K 0.02% +408 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 4,149 $312K 0.16% -167 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,148 $312K 0.06% +27 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,061 $306K 0.01% -312 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,038 $304K 0.05% -4,062 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,029 $303K 0.06% -856 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,025 $303K <0.01% -19,532 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,023 $303K 0.09% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,001 $301K <0.01% +139 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,974 $299K 0.03% -142 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,964 $299K 0.02% -10,001 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,961 $298K 0.04% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,909 $294K 0.03% -57,680 13F-HR Timeline Trust Co More: the full row for Trust Co 3,896 $293K 0.03% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,883 $292K 0.1% -298 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,875 $292K <0.01% +8 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,814 $291K -98 Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 3,853 $290K 0.08% -2,888 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,842 $289K 0.09% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,828 $288K 0.1% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,809 $287K 0.03% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,802 $286K 0.02% +1,150 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 3,802 $286K 0.04% -1,723 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,785 $285K 0.08% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,790 $285K 0.01% -3,057 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,778 $285K 0.02% -2,742 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,733 $284K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,765 $284K 0.09% -269 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,764 $283K 0.03% -28 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,762 $283K 0.14% -38 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,740 $282K 0.04% -45 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,732 $281K 0.04% +299 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,717 $280K 0.01% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,700 $279K 0.04% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,685 $278K 0.04% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,691 $278K 0.01% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,689 $278K 0.05% -86 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,675 $277K 0.02% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,654 $275K 0.17% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,647 $275K 0.01% -5,565 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,642 $274K 0.02% +39 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,635 $274K 0.02% -124 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,622 $273K 0.02% +1,029 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,717 $271K 0.02% -1,288 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,598 $271K 0.02% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,592 $271K 0.08% +873 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 3,559 $270K 0.23% -746 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 4,900 $270K 0.13% +1,400 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,577 $269K 0.02% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,576 $269K 0.02% -129,047 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,548 $267K 0.01% -110 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,537 $266K 0.01% -454 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,456 $260K 0.02% -573 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,427 $258K 0.02% +548 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,383 $258K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,423 $258K 0.01% -4,366 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,415 $257K 0.04% +276 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,411 $257K 0.01% +206 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,395 $256K 0.02% +126 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3,390 $255K 0.12% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,368 $254K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,307 $249K 0.01% +2 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,300 $249K <0.01% new 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,300 $249K 0.14% +120 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,288 $248K 0.01% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,280 $247K 0.04% -4 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,279 $247K 0.02% +613 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,242 $244K 0.04% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,239 $244K 0.02% -55 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,238 $244K 0.06% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,220 $243K 0.01% +119 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,216 $242K 0.11% +414 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,215 $242K <0.01% +915 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,197 $241K 0.13% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,180 $239K 0.02% new 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,118 $235K 0.15% -17 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,110 $234K 0.01% +248 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,100 $233K 0.01% +395 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,073 $231K <0.01% -483 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,073 $231K <0.01% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,067 $231K 0.02% -1,633 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,050 $230K 0.04% 0 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,052 $230K 0.15% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,045 $229K 0.12% -2,873 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,023 $228K 0.04% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,016 $227K 0.08% -154 13F-HR Timeline