ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,880 $1.17M 0.03% -8,418 13F-HR/A Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,878 $1.17M 0.03% -565 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,864 $1.16M 0.02% +7 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,843 $1.15M 0.27% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,840 $1.15M 0.01% +1,173 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 1,840 $1.15M 0.02% -100 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 1,820 $1.13M 0.05% +650 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,812 $1.13M 0.05% -581 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,809 $1.13M 0.04% -529 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,800 $1.12M 0.04% -12,978 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,770 $1.1M 0.02% +362 13F-HR/A Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,768 $1.1M 0.49% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,756 $1.1M 0.01% -239 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,749 $1.09M 0.03% -173 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,747 $1.09M 0.01% -82 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,739 $1.08M 0.38% +3 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,705 $1.06M 0.08% -25 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,705 $1.06M 0.06% -592 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,703 $1.06M 0.12% -18 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,700 $1.06M 0.23% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,695 $1.06M 0.01% +30 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,692 $1.05M 0.15% -3 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,680 $1.05M 0.05% -237 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,673 $1.04M 0.05% +39 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,665 $1.04M 0.03% -2,713 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,645 $1.03M 0.08% +23 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,623 $1.01M 0.03% -48 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,614 $1.01M 0.06% +93 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,606 $1M 0.25% +807 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,600 $998K 0.28% +828 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,594 $994K 0.19% -472 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,582 $987K 0.01% -179 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,571 $982K 0.02% -131 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,566 $976K 0.32% +374 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,564 $975K 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,564 $975K <0.01% -164 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,563 $975K 0.01% -112 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,548 $965K 0.05% -181 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,528 $953K 0.01% +286 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,513 $943K 0.06% +16 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,502 $937K 0.12% -1 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,496 $933K 0.46% -36 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,488 $928K 0.08% -5,323 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,482 $924K 0.04% -19 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 1,480 $923K 0.16% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,469 $916K 0.06% -2 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,466 $914K 0.02% -681 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,460 $910K 0.04% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,449 $904K 0.19% -25 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,444 $900K 0.02% +369 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,438 $897K 0.11% -114 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,425 $889K 0.02% 0 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,413 $881K 0.21% -31 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,412 $880K 0.09% +185 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,410 $879K 0.19% +46 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,400 $873K 0.35% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,310 $871K 0.02% +112 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,384 $863K 0.01% -490 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,364 $851K +683 Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,369 $850K 0.13% +110 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,358 $847K 0.02% -41 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,357 $846K 0.01% +810 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,356 $846K 0.02% -93 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,353 $844K 0.01% -132 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,352 $843K 0.02% -116 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,349 $841K 0.28% -317 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,346 $839K 0.01% -5 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,341 $836K 0.05% +312 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,340 $836K 0.01% +210 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,339 $835K 0.39% +201 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,324 $826K 0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,310 $817K 0.04% -942 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,301 $811K <0.01% -143 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,300 $811K 0.08% +1 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,295 $807K 0.13% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,289 $804K 0.02% -7 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,280 $798K 0.2% +206 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,276 $796K 0.17% -766 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 1,274 $794K 0.07% -8 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,265 $789K 0.39% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,262 $787K 0.19% +375 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,259 $785K 0.05% -680 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,257 $784K 0.01% +3 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,253 $782K 0.02% -558 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,247 $778K 0.21% +354 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,246 $777K 0.07% +198 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,240 $773K 0.01% new 13F-HR Timeline Group Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,238 $772K 0.32% +15 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,234 $769K 0.04% -15 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,221 $761K 0.01% -19 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,200 $758K 0.02% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,214 $757K 0.06% +44 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 1,209 $754K 0.31% -107 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,205 $752K 0.18% -282 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,201 $749K 0.08% -12 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,193 $744K 0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,180 $736K 0.01% -84 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,173 $732K 0.02% +226 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,168 $728K 0.03% -318 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,163 $725K 0.05% +10 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,241 $724K 0.01% +346 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,160 $723K 0.24% +2 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,146 $715K 0.62% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,140 $711K 0.16% -79 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,127 $703K 0.04% -41 13F-HR/A Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,126 $702K 0.03% -6 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 1,120 $698K 0.45% new 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,116 $696K 0.06% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,115 $695K <0.01% -687 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,109 $692K <0.01% +141 13F-HR Timeline Group Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,100 $686K 0.22% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,094 $684K <0.01% -5,587 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,091 $680K 0.08% -96 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,089 $679K 0.01% -1 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,078 $672K 0.18% -9 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,077 $672K 0.52% -52 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,075 $671K 0.01% -795 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,063 $663K 0.01% -44 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,060 $661K 0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,057 $659K 0.07% -45 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,054 $657K 0.01% -145 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 861 $657K 0.43% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,043 $650K 0.07% +5 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,031 $643K 0.02% -23 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,028 $641K 0.01% -49 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,025 $639K 0.48% +35 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,025 $639K 0.06% +77 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,022 $637K 0.04% -172 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,020 $636K 0.16% +12 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,017 $634K 0.18% +423 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,012 $631K 0.09% +418 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,008 $629K 0.17% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,001 $625K 0.04% +120 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,003 $625K 0.11% -48 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,000 $624K 0.06% +500 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 994 $620K 0.25% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 984 $613K 0.05% +3 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 972 $606K 0.05% -119 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 967 $603K 0.08% -1 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 967 $603K 0.01% +382 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 907 $601K 0.01% -19 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 958 $597K 0.01% +103 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 954 $595K 0.03% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 952 $594K 0.06% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 952 $594K 0.03% -72 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 952 $593K 0.04% -33 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 947 $591K 0.02% +7 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 944 $589K 0.03% -158 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 939 $586K 0.01% +485 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 932 $581K 0.01% +283 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 931 $580K 0.01% -130 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 921 $574K 0.03% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 920 $574K 0.03% -145 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 919 $573K 0.04% -5 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 912 $568K 0.02% -968 13F-HR Timeline Group JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 910 $567K 0.07% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 910 $567K 0.11% +264 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 909 $567K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 904 $564K 0.01% +440 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 902 $562K 0.3% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 901 $562K 0.04% -125 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 900 $561K 0.02% -200 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 891 $561K 0.02% new 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 892 $556K 0.13% -136 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 737 $544K 0.01% -108 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 865 $539K 0.4% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 861 $537K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 859 $536K 0.01% +87 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 846 $535K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 857 $534K 0.04% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 857 $534K 0.02% -164 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 850 $530K -43 Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 850 $530K 0.04% -820 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 849 $529K 0.02% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 847 $528K 0.08% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 833 $519K 0.01% -179 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 831 $518K 0.01% -56 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 830 $518K 0.03% +475 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 830 $518K 0.04% 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 827 $516K 0.01% -19 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 662 $511K 0.12% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 817 $509K 0.03% -3,014 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 810 $505K 0.13% +542 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 810 $505K 0.03% -186 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 809 $505K <0.01% +8 13F-HR Timeline Group BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 808 $504K 0.26% +387 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 808 $504K 0.32% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 806 $503K 0.01% -20 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 800 $499K <0.01% -148 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 792 $494K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 791 $493K <0.01% +210 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 789 $492K 0.01% -587 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 788 $492K 0.02% +20 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 786 $490K 0.01% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 785 $489K 0.31% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 783 $488K 0.03% +7 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 764 $488K 0.03% -735 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 778 $485K 0.41% +1 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 777 $484K 0.3% -308 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 775 $483K 0.02% +56 13F-HR Timeline