COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,615 $605K 0.02% +115 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,576 $601K 0.01% +3,698 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,558 $600K 0.06% -1,158 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,509 $595K 0.01% -179 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,495 $594K <0.01% -7,381 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,476 $592K <0.01% +192 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,428 $588K 0.23% -363 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 6,393 $585K 0.02% 0 13F-HR/A Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,388 $584K 0.11% -60 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,377 $583K 0.02% -1,079 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,324 $578K 0.04% +400 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,313 $577K 0.03% -1,377 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,265 $572K 0.03% -718 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,225 $569K 0.28% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,168 $564K 0.01% -1 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,142 $562K 0.05% +1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,091 $557K 0.03% +142 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 6,007 $549K 0.15% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,922 $541K 0.01% -2,077 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,915 $541K 0.04% -234 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,911 $540K 0.19% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,865 $536K 0.03% -303 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,826 $533K 0.02% +500 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,815 $532K 0.14% -519 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,813 $532K 0.01% -228 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,791 $529K 0.01% +1,821 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 5,753 $526K 0.02% +1,430 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 5,752 $526K 0.72% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,709 $522K 0.27% -318 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,661 $518K 0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,602 $512K 0.01% +711 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,558 $508K 0.03% -8 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,543 $507K <0.01% +580 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,486 $502K <0.01% +231 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,477 $501K 0.02% -327 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 5,470 $500K 0.23% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,519 $499K 0.02% -1,411 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 5,428 $496K -1,515 Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,414 $495K 0.04% +465 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,405 $494K <0.01% -57,227 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,380 $492K 0.03% -300 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,365 $491K 0.02% -3,254 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,364 $490K 0.31% +6 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,306 $490K 0.01% 0 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 5,357 $490K 0.04% new 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 5,321 $486K 0.01% -3,927 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,312 $486K 0.01% +117 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,310 $485K 0.2% -265 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,303 $485K 0.15% -211 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,273 $482K 0.02% -5,085 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,252 $480K 0.01% +2,182 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,236 $479K 0.03% -357 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 5,223 $478K 0.05% -221 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,172 $473K 0.04% +330 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,141 $470K <0.01% +2,036 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,128 $469K 0.05% -116 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,090 $465K 0.01% +355 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,065 $463K 0.31% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,023 $459K 0.01% -269 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,980 $455K 0.01% -23 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 4,942 $452K 0.02% -16 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,911 $449K 0.01% -3,336 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,907 $449K 0.01% -16,000 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,903 $448K 0.01% -83 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,902 $448K 0.08% -1,010 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,888 $447K 0.02% +371 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,821 $441K 0.01% -1,251 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,749 $434K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,737 $433K 0.02% -451 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,714 $431K 0.01% +482 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,656 $430K <0.01% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,686 $428K 0.01% +234 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,683 $428K 0.01% +457 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,670 $427K 0.2% +100 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,615 $422K 0.02% -701 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,595 $420K 0.01% +489 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,593 $420K 0.02% -709 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,556 $417K 0.06% -1,856 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,535 $415K 0.01% -48 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,531 $414K 0.05% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,518 $413K 0.01% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,516 $413K 0.02% -10 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,500 $411K 0.05% +1,413 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,466 $408K 0.02% -226 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,455 $407K 0.06% +1,536 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,435 $405K 0.15% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,424 $404K -543 Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,400 $402K 0.15% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,390 $401K 0.01% +2,034 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,387 $401K 0.03% +1,122 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,364 $399K 0.01% +934 13F-HR/A Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,326 $396K 0.19% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,309 $394K 0.01% new 13F-HR Timeline QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 4,307 $394K 0.4% +628 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,300 $393K 0.1% 0 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 4,288 $392K 0.06% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 4,142 $379K 0.09% -18 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,095 $377K 0.02% -179 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 4,122 $377K 0.02% -1,372 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,119 $377K 0.01% -313 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,105 $375K 0.05% +903 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,083 $373K 0.08% +73 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 4,054 $371K 0.05% +488 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,036 $369K 0.01% -169 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,033 $369K 0.03% -567 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,033 $369K 0.03% +100 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,032 $369K 0.06% -520 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,011 $367K <0.01% -3,526 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,008 $366K 0.03% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,000 $366K 0.02% new 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,995 $365K 0.02% -16 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,992 $365K 0.01% +749 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,939 $360K 0.03% -51 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,935 $360K 0.01% -233 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,934 $360K 0.02% -391 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,929 $359K 0.03% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,925 $359K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,896 $356K 0.09% -21 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,895 $356K -640 Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,891 $356K 0.3% -143 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,865 $353K 0.02% +881 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,858 $353K <0.01% -3,122 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,856 $353K 0.02% 0 13F-HR/A Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,853 $352K 0.07% -355 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,829 $350K 0.27% +141 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,824 $350K 0.05% -87 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,828 $350K 0.01% +405 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,827 $350K 0.26% +3 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,815 $348K 0.01% -102 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,799 $347K 0.01% -50 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,784 $346K 0.02% -235 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,776 $345K 0.25% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,766 $344K 0.01% -97 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,761 $344K 0.04% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,738 $342K 0.03% -148 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,695 $338K 0.39% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,673 $336K 0.01% -790 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,652 $334K 0.02% +1,241 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,639 $333K 0.03% -16 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 3,633 $332K 0.04% -972 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,624 $331K 0.07% -1,320 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,612 $330K 0.08% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,608 $330K <0.01% -5,038 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,589 $328K 0.07% -11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,552 $325K 0.05% +6 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,547 $324K 0.02% -183 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,545 $324K 0.02% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,516 $321K 0.02% +88 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,505 $320K 0.02% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,505 $320K 0.05% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,504 $320K 0.03% +458 13F-HR Timeline Group Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,501 $320K 0.19% -43 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 3,500 $320K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 3,477 $318K 0.07% -17 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,462 $317K 0.02% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,447 $315K 0.06% +300 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,442 $315K 0.02% -59 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,408 $312K 0.01% -68 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,403 $311K 0.08% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,375 $309K 0.07% -45 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,371 $308K <0.01% +305 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,361 $307K 0.01% -1,484 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 3,340 $305K 0.01% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,338 $305K 0.18% -22 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,322 $304K 0.01% +483 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,299 $302K 0.19% -275 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,252 $297K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,249 $297K 0.01% 0 13F-HR Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,240 $296K 0.07% +765 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,222 $295K 0.1% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,218 $294K 0.02% -252 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,208 $293K 0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,202 $293K 0.11% +300 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,182 $291K 0.06% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,171 $290K 0.03% -85 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,161 $289K 0.09% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,145 $288K 0.14% -18 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,144 $287K <0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,127 $286K <0.01% +349 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,117 $285K 0.01% -147 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,109 $284K 0.01% -112 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,101 $284K 0.05% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,102 $283K 0.02% -50 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,094 $283K 0.04% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,093 $283K 0.08% +43 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,088 $282K 0.13% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,078 $281K 0.01% +331 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,071 $281K 0.03% -275 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,062 $280K 0.05% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,029 $277K 0.15% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,021 $276K 0.01% +37 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,017 $276K 0.08% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,009 $275K 0.28% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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