MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,800 $865K 0.06% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,718 $850K 0.02% -200 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,717 $850K 0.03% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 4,700 $847K 0.03% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,667 $841K 0.23% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,664 $840K 0.04% +3,154 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,654 $838K 0.02% +245 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,651 $838K 0.01% +756 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,610 $831K 0.02% -91 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 4,514 $813K 0.6% -4,211 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,458 $803K 0.1% -2,929 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,439 $800K 0.04% -982 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,436 $799K 0.01% +101 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,426 $797K 0.03% +286 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,405 $793K 0.13% +2,758 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,390 $791K 0.08% -600 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,385 $790K <0.01% -700 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 4,385 $790K 0.01% -20,788 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,375 $788K 0.02% -90 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,371 $787K 0.01% +455 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,351 $784K 0.01% -316 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,337 $781K 0.01% +64 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,309 $776K <0.01% +310 13F-HR Timeline Group Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 4,291 $773K 0.06% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,276 $770K 0.1% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,249 $765K 0.05% -253 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,227 $761K 0.05% +135 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,203 $757K 0.01% -16 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,174 $752K 0.05% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,123 $743K 0.12% +523 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,113 $741K 0.03% +14 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 $739K 0.03% 0 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,102 $739K 0.24% +220 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,000 $721K 0.08% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,968 $715K 0.15% -280 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,965 $714K 0.35% -2,220 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,963 $714K 0.25% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,959 $713K 0.01% +581 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,942 $710K 0.02% -24,309 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,930 $707K 0.06% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,886 $700K 0.16% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,850 $693K 0.01% -482 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,793 $683K 0.23% +671 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,541 $678K 0.16% -354 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,728 $672K 0.05% new 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,700 $667K 0.2% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,697 $666K 0.02% +1,785 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,694 $665K 0.05% -140 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,672 $661K 0.08% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,668 $661K 0.09% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,629 $654K 0.01% +2 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,591 $647K 0.01% +345 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,545 $643K 0.02% +663 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,544 $638K 0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,512 $633K 0.02% -7,884 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,511 $632K 0.01% +104 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,349 $631K 0.02% +625 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,496 $630K 0.02% -4,416 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,483 $627K 0.07% +432 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,445 $625K 0.78% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,467 $625K 0.04% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,456 $623K 0.34% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,448 $621K 0.08% +1,219 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,439 $620K 0.32% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,432 $618K 0.15% +5 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,420 $616K 0.01% +348 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,408 $614K 0.04% 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 3,406 $614K 0.16% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,400 $612K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,399 $612K 0.02% +56 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,394 $611K 0.14% -4,626 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,337 $601K 0.01% +1,113 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,329 $600K 0.01% +897 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,317 $597K 0.14% +12 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,309 $596K 0.01% +55 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,307 $596K 0.02% +271 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,302 $595K 0.04% +310 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,298 $594K <0.01% -461 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,289 $593K 0.04% -1,433 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,283 $591K 0.04% +914 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,276 $590K 0.09% new 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 3,228 $581K +149 Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,186 $574K 0.04% +48 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,745 $571K 0.08% -3,211 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,154 $568K 0.08% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 3,147 $567K 0.01% +1,513 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,129 $564K 0.01% new 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3,110 $560K 0.38% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,096 $558K 0.02% +1,059 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,091 $557K 0.02% +105 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,086 $556K 0.06% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,059 $551K 0.54% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,020 $544K 0.04% +4 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,016 $543K <0.01% +2,644 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,985 $538K 0.16% +696 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,981 $537K 0.09% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,966 $534K 0.03% +1,150 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,955 $534K 0.03% +562 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,959 $533K 0.01% -269 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,945 $531K 0.03% +132 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 $525K 0.05% 0 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,913 $525K 0.18% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,905 $523K 0.07% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,735 $520K 0.17% +2,496 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,885 $520K 0.01% +155 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,860 $515K 0.02% +77 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 2,853 $514K 0.04% -13,899 13F-HR/A Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,837 $511K 0.19% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,838 $511K 0.03% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,829 $510K 0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,785 $502K 0.01% +502 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,784 $501K 0.03% +12 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,670 $501K 0.02% +502 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,751 $496K <0.01% +1,915 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,724 $491K 0.01% +255 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,724 $491K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,709 $488K 0.02% +363 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 2,705 $487K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,702 $487K 0.03% -4 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,693 $485K 0.1% +9 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,679 $483K 0.02% +205 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,677 $482K 0.04% -73 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,675 $482K 0.07% +812 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,666 $480K <0.01% -364 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,661 $479K 0.01% +480 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,561 $478K 0.01% new 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,600 $468K 0.1% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,599 $468K 0.03% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,583 $465K 0.01% +463 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,580 $465K 0.07% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,565 $462K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,547 $459K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,542 $458K <0.01% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,530 $456K 0.01% -1,736 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,522 $454K 0.01% 0 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,520 $454K 0.05% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,500 $450K 0.16% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,500 $450K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,487 $448K 0.01% -179 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,479 $446K 0.03% +41 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,458 $443K 0.01% -82 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,454 $442K 0.01% -6,123 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,453 $442K 0.02% -265 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,449 $441K 0.02% +321 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,448 $441K 0.03% +59 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,439 $439K 0.04% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,407 $434K 0.13% 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,405 $433K 0.03% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,384 $429K 0.06% +316 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,352 $424K 0.01% +64 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,326 $419K <0.01% new 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,320 $418K 0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,290 $413K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,194 $411K 0.01% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,284 $411K 0.1% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,253 $406K 0.01% +1,887 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,253 $406K 0.03% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,244 $404K 0.01% +169 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,233 $402K 0.05% +1,179 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,214 $399K 0.05% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,206 $397K 0.01% +42 13F-HR Timeline Group Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,206 $397K 0.38% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,205 $397K <0.01% +64 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,187 $394K 0.05% +5 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,179 $392K 0.05% +495 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,164 $390K 0.01% +48 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,157 $389K 0.07% -200 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,157 $389K 0.02% -998 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,150 $387K 0.15% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,118 $382K 0.21% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,963 $378K 0.02% +23 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,085 $376K 0.17% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,083 $375K 0.01% +226 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,000 $372K 0.04% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,057 $371K 0.03% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,057 $371K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,034 $366K 0.02% -17 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,015 $363K 0.06% 0 13F-HR/A Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,000 $360K 0.02% -130 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 2,000 $360K 0.27% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,000 $360K 0.06% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,996 $360K 0.01% +597 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,987 $358K 0.01% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,982 $357K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,979 $356K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,977 $356K 0.04% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,976 $356K 0.01% +1,307 13F-HR Timeline MOTCO More: the full row for MOTCO 1,970 $355K 0.03% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,969 $355K 0.04% +156 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,966 $354K 0.03% +188 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,962 $353K 0.09% +195 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,956 $352K 0.01% new 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,955 $352K 0.03% -30 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,946 $351K 0.03% +180 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,936 $349K 0.01% -570 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,934 $348K 0.33% -3,014 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,925 $347K 0.01% +41 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,919 $346K 0.26% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,914 $345K <0.01% -52 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,896 $342K 0.01% -35 13F-HR Timeline