Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,121 $476K 0.15% -236 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,801 $472K 0.35% +75 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,073 $470K 0.05% +383 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,054 $468K 0.01% +151 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,037 $466K 0.02% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,012 $463K 0.03% -84 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 3,666 $459K 0.37% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,927 $454K <0.01% -122 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,914 $452K 0.01% -501 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,900 $450K 0.05% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,890 $449K 0.03% +71 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,878 $448K 0.08% +1,531 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,871 $447K 0.01% +18 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,831 $442K 0.11% -60 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,799 $439K 0.03% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,795 $438K 0.15% -36 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,785 $437K 0.28% -699 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,783 $437K <0.01% -975 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,733 $430K 0.02% +856 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,707 $428K 1.57% +312 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,677 $425K <0.01% -297 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,665 $423K 0.16% +9 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,643 $421K 0.03% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,620 $418K 0.21% +1,145 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,609 $417K 0.03% +55 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,607 $417K 0.03% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,580 $413K 0.02% -71 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,575 $413K <0.01% +1,335 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,568 $412K 0.01% +439 13F-HR/A Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,556 $411K 0.12% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,515 $406K <0.01% -41,485 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,509 $405K 0.03% +1,127 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,501 $404K 0.02% -805 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,489 $403K 0.05% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,488 $403K <0.01% -387 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,485 $403K 0.2% +2 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,460 $400K 0.12% -61 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,449 $398K 0.01% +285 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,420 $395K 0.02% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,414 $394K 0.25% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,364 $389K 0.04% -225 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,343 $386K 0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,336 $385K 0.02% +53 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,303 $382K 0.03% -304 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,979 $379K 0.05% +317 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,265 $377K 0.04% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,257 $376K 0.07% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,237 $374K 0.01% +208 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,204 $370K <0.01% +802 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,201 $370K 0.01% -257 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,199 $369K 0.01% -20 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,160 $365K 0.02% +939 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,127 $361K 0.08% +46 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,100 $358K <0.01% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,100 $358K 0.18% 0 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,091 $357K 0.07% +15 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,052 $353K 0.02% +110 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,027 $350K 0.02% +424 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,016 $348K 0.04% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,000 $346K 0.04% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,989 $345K 0.2% -248 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,967 $343K 0.01% -693 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,967 $343K 0.07% +317 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,961 $341K <0.01% +93 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,944 $340K <0.01% +880 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,933 $339K 0.06% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,918 $337K 0.01% -4,271 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,900 $335K <0.01% +436 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,892 $334K 0.1% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,873 $332K 0.01% -322 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,855 $330K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,835 $327K 0.03% -63 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,811 $325K <0.01% +251 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,806 $324K 0.03% +163 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,789 $322K <0.01% -123 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,787 $322K 0.07% -89 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,713 $319K 0.02% -92 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,750 $318K 0.08% +30 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,730 $315K 0.03% +108 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,676 $309K 0.21% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,664 $308K 0.03% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 2,659 $307K 0.17% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,654 $307K 0.01% -19,538 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,654 $306K 0.04% +6 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,647 $306K <0.01% -13,528 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,647 $306K 0.06% +45 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,645 $305K 0.21% +48 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,618 $302K 0.06% +7 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,610 $301K 0.18% -430 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,598 $300K 0.05% new 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 2,585 $299K 0.21% -112 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,632 $296K 0.02% +161 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,558 $295K 0.01% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,557 $295K <0.01% +249 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,530 $292K 0.01% -461 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,530 $292K 0.11% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,506 $289K 0.12% -594 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,484 $287K 0.06% +127 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,451 $283K 0.02% +238 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,443 $282K 0.06% +72 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,383 $282K +338 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,424 $280K 0.01% +1,437 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,424 $280K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,416 $279K <0.01% +322 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,412 $279K 0.02% +114 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,374 $274K 0.02% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,369 $274K <0.01% 0 13F-HR/A Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,197 $273K 0.01% -139 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,364 $273K 0.02% +2 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,326 $269K 0.04% -5,641 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,326 $269K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,326 $269K 0.04% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,314 $267K 0.03% +133 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,309 $267K 0.06% -5,304 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,305 $266K 0.06% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,284 $264K <0.01% +6 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,282 $264K 0.03% -40 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,219 $263K <0.01% -4,684 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,277 $263K 0.13% 0 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,266 $262K 0.02% -56 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,266 $262K 0.02% -267 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,257 $261K 0.01% new 13F-HR Timeline Group AVENIR CORP More: the full row for AVENIR CORP 2,250 $260K 0.03% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,250 $260K 0.11% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,239 $259K <0.01% +379 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,231 $258K 0.01% -25 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,225 $257K 0.12% -10 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,563 $257K <0.01% +428 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,222 $257K 0.11% +2 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,196 $254K 0.23% +179 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,970 $251K 0.01% +26 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,169 $251K <0.01% -570 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,153 $249K <0.01% -656 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,147 $248K <0.01% +703 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,146 $248K 0.04% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,141 $247K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,137 $247K 0.03% +257 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,127 $246K 0.03% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,121 $245K 0.02% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,121 $245K 0.04% +13 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,118 $245K 0.07% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,170 $244K 0.01% +3 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,105 $243K 0.15% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,100 $243K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,096 $242K 0.02% +54 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,091 $242K 0.01% +147 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,086 $241K 0.03% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,068 $239K 0.02% -558 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,066 $239K 0.11% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,057 $238K 0.02% +31 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,055 $237K <0.01% +157 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,039 $236K 0.01% +443 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,999 $235K 0.05% +103 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,028 $234K 0.06% 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,022 $234K 0.02% +10 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,022 $234K 0.17% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,018 $233K 0.17% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,017 $233K 0.04% -584 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 1,999 $231K <0.01% 0 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,030 $229K 0.17% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,978 $228K 0.02% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,978 $228K 0.02% -51 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,965 $227K <0.01% -298 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,950 $225K 0.03% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,945 $225K 0.22% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,938 $224K 0.28% -9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,937 $224K 0.01% -226 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,931 $223K 0.13% +86 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,922 $222K 0.01% -200 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,922 $222K 0.08% 0 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,920 $222K 0.11% -13 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,905 $220K 0.1% +126 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,904 $220K 0.01% +72 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,896 $219K 0.01% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,890 $218K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,887 $218K 0.01% +34 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,882 $217K 0.12% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,873 $216K 0.02% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,216 $216K 0.07% -46 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,867 $216K 0.01% -209 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,862 $215K 0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,833 $212K 0.19% +26 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,813 $209K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,812 $209K 0.01% +314 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,809 $209K <0.01% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,804 $208K 0.1% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,802 $208K <0.01% new 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,800 $208K <0.01% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,800 $208K 0.1% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,793 $207K 0.07% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,774 $205K 0.01% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,771 $205K 0.25% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,765 $204K <0.01% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,765 $204K 0.01% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,598 $203K 0.03% -5,868 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,758 $203K 0.01% -27 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,757 $203K 0.04% -361 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,755 $203K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,743 $201K 0.02% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,737 $201K 0.07% new 13F-HR Timeline