NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,237 $646K 0.07% +1,659 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,219 $643K 0.01% +1,689 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,174 $636K 0.04% -791 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,140 $631K 0.02% +145 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 $625K 0.03% 0 13F-HR Timeline Group RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,099 $625K 0.02% -139 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,092 $624K 0.04% +1,032 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,084 $622K 0.06% -2,067 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,000 $610K 0.07% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,999 $609K <0.01% +399 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,916 $597K 0.01% +536 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,895 $594K 0.13% -810 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,895 $594K 0.01% +444 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,892 $593K 0.06% +590 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,882 $592K 0.2% +85 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,834 $584K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,780 $576K 0.04% -32 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,759 $573K <0.01% +1,409 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. 3,627 $553K 0.01% +2 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,600 $549K 0.09% +1,089 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,544 $540K 0.01% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,467 $528K 0.03% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,439 $524K 0.29% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,427 $522K 0.13% +2 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,407 $519K 0.01% -38 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,400 $518K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,378 $515K <0.01% -165 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,400 $513K 0.19% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,343 $509K 0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,305 $504K 0.11% +6 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,258 $496K <0.01% -166 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,254 $496K 0.01% +19 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,246 $495K 0.02% +723 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,228 $492K 0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,162 $482K <0.01% -116 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,154 $481K 0.07% 0 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,155 $481K 0.02% -50 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,138 $478K 0.04% +25 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,122 $476K 0.19% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,114 $474K 0.01% -1,375 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,093 $471K <0.01% +2,402 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 3,079 $469K -20 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,072 $468K 0.01% +191 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,051 $465K 0.05% +660 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,036 $463K 0.01% +302 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,030 $462K <0.01% -629 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,016 $460K 0.03% -583 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,992 $456K 0.02% -55 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,986 $455K 0.02% +166 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,981 $454K 0.08% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,938 $448K 0.01% +1,069 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,916 $444K 0.04% +10 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,724 $438K 0.01% +1,049 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,882 $438K 0.03% +1,039 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,863 $436K 0.01% +1,065 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,813 $429K 0.03% +82 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,794 $426K 0.58% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,785 $424K 0.01% -1,264 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,783 $424K 0.02% +111 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,772 $422K 0.03% +39 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,684 $421K 0.09% +8 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,750 $419K 0.04% -12 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,730 $416K 0.01% +1,055 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,718 $414K 0.02% +167 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,706 $412K 0.02% -698 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,666 $406K <0.01% +180 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,127 $400K 0.05% +25 13F-HR/A Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,600 $396K 0.09% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,597 $396K 0.12% +911 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,572 $392K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,565 $391K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,547 $388K 0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,540 $387K 0.01% +17 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,522 $384K 0.01% -396 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,520 $384K 0.04% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,506 $382K 0.01% -679 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,500 $381K 0.01% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,500 $381K 0.14% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,477 $377K 0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,474 $377K 0.02% -167 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,474 $377K <0.01% +943 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,469 $376K 0.01% +432 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,441 $372K 0.2% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,438 $372K 0.03% +124 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,432 $371K <0.01% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,405 $366K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,393 $366K 0.02% +318 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,389 $364K 0.03% -66 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,369 $361K 0.03% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,357 $359K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,346 $358K 0.01% +390 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,320 $354K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,168 $352K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,303 $351K <0.01% +69 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,289 $349K 0.1% +141 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,288 $349K 0.01% -597 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,283 $348K 0.01% +454 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,275 $347K 0.16% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,236 $341K 0.01% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,229 $340K 0.05% +4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,224 $339K 0.01% +220 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,200 $335K 0.05% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,194 $335K 0.01% -61 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,196 $335K 0.01% -194 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,182 $332K 0.05% +4 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,181 $332K <0.01% +500 13F-HR/A Timeline Group JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,174 $331K <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 2,164 $330K 0.01% +1 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,150 $328K 0.14% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,141 $326K <0.01% -37 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,130 $325K 0.01% +477 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,130 $325K 0.02% -50 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,128 $324K 0.01% +12 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,120 $323K <0.01% -280 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,120 $323K <0.01% -11 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,116 $322K 0.01% -1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,000 $321K 0.03% 0 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,096 $319K 0.1% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,085 $318K 0.15% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,075 $316K 0.01% -27 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,068 $315K 0.04% -338 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,057 $313K 0.02% +117 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,057 $313K 0.04% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,051 $313K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,037 $310K 0.01% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,022 $308K 0.03% -18 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,015 $307K 0.05% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,005 $306K 0.01% new 13F-HR/A Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,000 $305K 0.12% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 2,000 $305K 0.25% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,000 $305K 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,000 $305K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,987 $303K 0.01% 0 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,985 $303K 0.02% -19 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,982 $302K 0.04% +319 13F-HR Timeline MOTCO More: the full row for MOTCO 1,970 $300K 0.03% +379 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,966 $300K <0.01% +10 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,931 $294K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,912 $291K 0.01% -360 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,900 $291K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,940 $291K 0.02% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,895 $289K 0.04% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,889 $288K 0.01% -1 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,887 $288K 0.02% +5 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,884 $287K 0.01% -73 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,863 $284K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,857 $283K 0.01% +23 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,830 $279K 0.12% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,828 $279K <0.01% -110 13F-HR/A Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,827 $278K 0.18% -7,341 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 1,819 $277K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,816 $277K 0.02% -18 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,813 $276K 0.03% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,793 $273K 0.08% 0 13F-HR Timeline Group Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,793 $273K 0.1% -200 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,793 $273K 0.03% -25 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,778 $271K 0.01% -1,293 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,778 $271K 0.03% -15 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,767 $269K 0.07% new 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,766 $269K 0.02% +58 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,754 $267K <0.01% new 13F-HR/A Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,750 $267K 0.04% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 1,741 $265K <0.01% -202,029 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,736 $265K 0.1% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,704 $260K 0.03% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,684 $257K 0.04% +75 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,681 $256K 0.05% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,682 $256K 0.03% -208 13F-HR Timeline Ampfield Management, L.P. More: the full row for Ampfield Management, L.P. 1,669 $254K 0.28% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,659 $253K 0.04% +237 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,647 $251K 0.05% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,646 $251K 0.16% +66 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,643 $250K 0.17% -1,292 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,634 $249K <0.01% -4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,629 $248K 0.02% +29 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,616 $246K 0.08% +62 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,606 $245K 0.01% -2 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,600 $244K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,583 $241K 0.01% -1,163 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,576 $240K 0.04% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,560 $238K 0.04% -1,000 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,557 $237K 0.02% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,550 $236K 0.07% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,541 $235K <0.01% -243,663 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,518 $231K <0.01% -83 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,515 $231K 0.08% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,513 $231K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,510 $230K 0.02% +1,214 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,506 $229K 0.02% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,504 $229K 0.03% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,504 $229K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,490 $227K 0.01% -154 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,480 $226K 0.05% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,472 $224K 0.05% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,465 $223K <0.01% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,460 $222K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,458 $222K 0.01% new 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,456 $222K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,437 $219K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,431 $218K 0.01% new 13F-HR Timeline