SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 4,700 $600K 0.02% 0 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 4,700 $600K 0.34% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,694 $599K 0.02% +8 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,620 $589K 0.28% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,489 $573K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,460 $569K 0.01% -603 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,456 $568K 0.04% +215 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 4,409 $563K 0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,375 $558K 0.01% -237 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 4,353 $555K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,304 $549K 0.12% +554 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,272 $545K 0.02% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,261 $544K 0.09% -12,338 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,238 $541K 0.02% +41 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,237 $541K 0.17% new 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 4,226 $539K 0.05% -28,642 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,217 $538K 0.01% +475 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,211 $537K <0.01% +175 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,657 $536K 0.07% +25 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,121 $526K 0.07% -110 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,102 $523K 0.02% -1,217 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,049 $517K 0.01% +284 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,049 $517K 0.01% -336 13F-HR/A Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,000 $510K 0.06% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,995 $510K 0.02% +330 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,863 $493K 0.03% +147 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,834 $489K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,812 $486K 0.04% +634 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,797 $484K 0.19% +633 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,659 $467K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,400 $464K 0.18% 0 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. 3,625 $463K 0.01% -12 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,624 $462K 0.04% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,617 $461K 0.02% -333 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,600 $459K <0.01% +1,335 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,599 $459K 0.03% -71 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,113 $456K 0.04% +17 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,544 $452K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,543 $452K <0.01% +231 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,467 $442K 0.03% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,451 $440K 0.01% +722 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,445 $440K 0.01% -699 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,439 $439K 0.28% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,425 $437K 0.12% +1 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,424 $437K <0.01% -152 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,404 $434K 0.03% -821 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,400 $434K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,380 $431K <0.01% +757 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,346 $427K 0.12% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,343 $426K 0.01% -192 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,302 $421K 0.05% +296 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,299 $421K 0.1% +21 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,278 $418K <0.01% +108 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,235 $413K 0.01% -2,270 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,205 $409K 0.02% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,185 $406K 0.01% -95 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,102 $406K 0.05% +1,672 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,154 $403K 0.07% -149 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,128 $399K 0.05% -556 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 3,099 $395K +132 Timeline MAI Capital Management More: the full row for MAI Capital Management 3,079 $393K <0.01% +670 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,676 $392K 0.1% -48 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,071 $392K 0.02% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,060 $390K 0.03% -375 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,047 $389K 0.02% -1,274 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,978 $380K 0.21% -1,951 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,935 $374K 0.27% -7,152 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,918 $372K 0.01% +205 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,916 $372K 0.04% -61,468 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,906 $371K 0.03% 0 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,893 $369K <0.01% +35 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,885 $368K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,881 $368K 0.01% +60 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,820 $360K 0.02% -2,101 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 358,039 $359K 0.06% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,806 $358K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,746 $354K 0.01% +911 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,762 $352K 0.03% -4 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,734 $349K 0.01% -38 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,733 $349K 0.02% +114 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,731 $348K 0.02% -40 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,687 $344K 0.01% -5,535 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,672 $341K 0.02% +977 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,655 $339K 0.04% -20 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,641 $337K 0.02% +699 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,636 $336K 0.03% +93 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,600 $332K 0.08% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,578 $329K 0.04% +49 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,565 $327K 0.01% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,560 $327K 0.06% -769 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,551 $325K 0.02% -2,322 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,547 $325K 0.01% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,545 $325K 0.03% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,535 $323K 0.04% -278 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,530 $323K 0.01% -38 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,523 $322K 0.01% +18 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,523 $322K 0.01% +216 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,520 $322K 0.04% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,511 $320K 0.07% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,510 $320K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,509 $320K 0.07% -1,283 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,500 $319K 0.01% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,500 $319K 0.12% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,486 $317K <0.01% +424 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,477 $316K 0.01% -82 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,455 $313K 0.03% +102 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,455 $313K <0.01% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,406 $307K 0.04% +507 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,405 $307K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,400 $306K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,391 $305K 0.04% -232 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,390 $305K 0.01% +630 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,380 $304K 0.07% +82 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,357 $301K 0.07% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,350 $300K <0.01% -647 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,320 $296K 0.01% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,318 $296K 0.14% -57 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,314 $295K 0.03% +35 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,000 $290K 0.03% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,275 $290K 0.15% -200 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,272 $290K 0.01% +340 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,259 $288K <0.01% +365 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,255 $288K 0.01% +61 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,234 $285K <0.01% -53 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,231 $285K 0.08% -6,617 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,225 $284K 0.04% -603 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,180 $278K 0.02% -4 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,178 $278K <0.01% -71 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,178 $278K 0.04% +9 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,174 $277K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,163 $276K 0.01% +120 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,150 $274K 0.13% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,148 $274K 0.09% -27 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,131 $272K <0.01% +214 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,117 $270K 0.01% +3 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,116 $270K 0.01% -450 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,102 $268K 0.01% +174 13F-HR/A Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,096 $267K 0.09% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,085 $266K 0.13% 0 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,080 $265K 0.06% +215 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,080 $265K 0.03% -450 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,075 $265K 0.02% +307 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,070 $264K 0.07% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,057 $262K 0.04% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,051 $262K 0.01% +1 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,043 $261K 0.03% +423 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,040 $260K 0.02% +35 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,037 $260K 0.01% +374 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,015 $257K 0.05% 0 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 2,004 $256K 0.02% -13 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,004 $256K 0.01% -180 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,000 $255K 0.11% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 2,000 $255K 0.23% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,000 $255K 0.05% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,993 $254K 0.1% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,987 $253K 0.01% 0 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 1,956 $250K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,959 $250K 0.09% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,957 $250K 0.01% +51 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,956 $249K 0.01% +771 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,940 $248K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,940 $248K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,938 $247K <0.01% -2,268 13F-HR/A Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,931 $246K 0.01% -43 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,900 $242K 0.02% -1,667 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,890 $241K 0.01% -218 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,890 $241K 0.03% +67 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,882 $240K 0.02% -5 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,878 $240K 0.07% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,876 $239K 0.01% +97 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,869 $238K 0.01% +222 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,866 $238K 0.01% +166 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,810 $237K 0.1% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,843 $236K 0.02% -102 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,834 $234K 0.01% +19 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,834 $234K 0.01% -12 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,830 $233K 0.12% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,829 $233K 0.01% -177 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 1,819 $232K <0.01% -1,875 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,818 $232K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,810 $231K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,675 $230K 0.01% +8 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,798 $229K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,793 $229K 0.08% 0 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,793 $229K 0.03% +43 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,768 $226K 0.02% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,750 $223K 0.04% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,706 $222K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,733 $221K 0.07% -858 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,708 $218K 0.02% +10 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,703 $217K 0.03% -1,236 13F-HR Timeline MOTCO More: the full row for MOTCO 1,591 $217K 0.02% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,686 $215K 0.1% -7 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,684 $215K 0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,681 $214K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,675 $214K 0.01% +329 13F-HR Timeline Ampfield Management, L.P. More: the full row for Ampfield Management, L.P. 1,669 $213K 0.22% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,663 $212K 0.02% -3 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,653 $211K 0.01% -161 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,644 $210K 0.01% -114 13F-HR Timeline