CHOREO, LLC More: the full row for CHOREO, LLC 19,652 $604K 0.01% +8,348 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 19,365 $595K 0.01% +231 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 19,050 $585K 0.05% -500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,005 $583K 0.01% +10,346 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,756 $576K <0.01% +7,316 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,742 $575K <0.01% -1,158 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,150 $557K 0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 17,591 $540K 0.11% +6,067 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 17,410 $534K 0.05% +9,504 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,231 $529K 0.01% -993 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 16,989 $522K <0.01% +5,986 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 16,987 $522K 0.08% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 16,870 $518K 0.01% new 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 16,822 $516K 0.26% +2,100 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 16,528 $507K 0.02% +1,325 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,492 $506K <0.01% +2,859 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,219 $498K <0.01% +4,829 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,499 $476K <0.01% -1,635 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 15,469 $475K <0.01% -459 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,945 $459K 0.02% new 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 14,912 $458K <0.01% -2,113 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,816 $455K 0.04% +4,630 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 14,683 $451K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,488 $445K 0.03% -15,145 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 14,116 $433K 0.07% +3,048 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,930 $428K <0.01% +3,331 13F-HR Timeline Group BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 13,920 $427K 0.22% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 13,810 $424K 0.01% +2,103 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,744 $422K <0.01% +111 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,649 $419K 0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,590 $417K <0.01% -6,536 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,191 $405K 0.01% +3,511 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 12,936 $397K 0.09% +3,323 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,928 $397K <0.01% +2,901 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,611 $387K 0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 12,485 $383K <0.01% +1,111 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,400 $381K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,311 $378K <0.01% +11,590 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 12,283 $377K <0.01% -3,618 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,197 $374K <0.01% +306 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,184 $374K 0.02% +194 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,182 $374K <0.01% +5,375 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 11,981 $368K <0.01% -7,917 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,683 $359K 0.01% +1,366 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,393 $350K <0.01% +10,580 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,236 $345K <0.01% +2,892 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 11,057 $339K 0.03% 0 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 11,010 $338K 0.33% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,969 $337K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,625 $326K 0.03% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,840 $321K 0.01% +268 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,411 $320K <0.01% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 10,399 $319K <0.01% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 10,228 $314K <0.01% new 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,226 $314K 0.03% -1,649 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 10,121 $311K 0.03% +3,948 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,103 $310K <0.01% +3,849 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 7,412 $310K 0.16% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,991 $307K <0.01% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,667 $297K <0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,579 $294K <0.01% -1,593 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 9,554 $293K 0.43% +365 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,540 $293K 0.06% +50 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,488 $291K <0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,450 $290K 0.01% +400 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,320 $286K 0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 9,303 $286K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,278 $285K 0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,252 $284K <0.01% -951 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 8,967 $275K <0.01% -175 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,766 $269K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,430 $259K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,348 $256K 0.04% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 8,060 $247K <0.01% -471 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,896 $242K 0.04% -5,681 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,650 $236K 0.09% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,597 $233K 0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,531 $231K 0.04% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,524 $231K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,501 $230K 0.02% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,358 $226K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,255 $223K 0.01% +3,536 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 7,020 $216K -45,752 Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,615 $214K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,902 $212K 0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 6,889 $211K <0.01% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,887 $211K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,867 $211K <0.01% -474 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 6,865 $211K 0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 6,780 $208K <0.01% 0 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 6,704 $206K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,634 $204K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,628 $203K 0.01% new 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 6,600 $203K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,521 $200K 0.01% +204 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,516 $200K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,625 $182K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,186 $159K 0.01% +548 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 5,076 $156K 0.09% +116 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,546 $140K 0.06% +2,223 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,470 $137K <0.01% -1,350 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,461 $137K 0.01% +2,223 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,190 $130K <0.01% +608 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,698 $121K <0.01% -258 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,758 $115K <0.01% +2,269 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 3,707 $114K <0.01% 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,526 $108K <0.01% -208 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,029 $93K <0.01% +224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,024 $92.8K 0.03% -168 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,967 $91.1K <0.01% -350 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,470 $75.8K <0.01% -1,030 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,422 $74.4K 0.01% +416 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,391 $73.4K <0.01% +21 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,243 $68.9K 0.01% +79 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,079 $63.8K <0.01% -286 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,970 $60.5K 0.01% +538 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,957 $60.1K 0.01% -482 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,954 $60K <0.01% -730 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,915 $58.8K <0.01% +494 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,714 $52.6K 0.01% -1,156 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,687 $51.8K <0.01% +126 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,609 $49.4K <0.01% -11 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,437 $44.1K <0.01% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,273 $39.1K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,259 $38.7K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,222 $37.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,197 $36.7K <0.01% -1,312 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,136 $34.9K 0.01% +975 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,121 $34.4K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 947 $31.2K <0.01% +825 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 998 $30.6K 0.02% +13 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 800 $24.6K <0.01% -100 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 702 $22K <0.01% -468,013 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 637 $19.6K <0.01% -33 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 625 $19.2K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $18.4K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 600 $18.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 587 $18K <0.01% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 540 $16K <0.01% +18 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 500 $15.3K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 493 $15.1K <0.01% -357,184 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 487 $15K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 426 $13.1K <0.01% +195 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 386 $11.9K <0.01% +281 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 376 $11.5K <0.01% +16 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 350 $11.5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 342 $10.5K <0.01% -481 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 334 $10.2K <0.01% -83 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 330 $10.1K <0.01% +303 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 318 $9.76K <0.01% -96,391 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 306 $9.39K <0.01% +72 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 268 $8.23K <0.01% +90 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 254 $7.8K <0.01% +78 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 249 $7.64K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 231 $7.09K <0.01% -320 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 214 $6.57K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 211 $6.48K <0.01% +55 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 205 $6.29K <0.01% -5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 203 $6.23K <0.01% +3 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 200 $6.14K <0.01% -135 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 197 $6.05K <0.01% +76 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 180 $6K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 192 $5.89K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 183 $5.62K <0.01% +92 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 173 $5.31K <0.01% +145 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 166 $5.1K <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 144 $4.66K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 150 $4.61K <0.01% -300 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 141 $4.33K <0.01% +2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 131 $4.02K <0.01% +76 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 125 $3.84K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 125 $3.84K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 120 $3.65K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 104 $3.19K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $3.07K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 100 $3.07K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $3.07K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 98 $3.01K <0.01% new 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 102 $3K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 91 $2.79K <0.01% -84 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 90 $2.76K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 79 $2.42K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 77 $2.36K <0.01% +18 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 75 $2.3K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 56 $2.28K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 67 $2.06K <0.01% +48 13F-HR/A Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 66 $2.03K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 65 $2K <0.01% +19 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $1.94K <0.01% +42 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 59 $1.81K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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