BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,138 $594K 0.24% +312 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,405 $591K 0.02% -118 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,106 $591K <0.01% +3,985 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,101 $590K 0.01% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,100 $590K 0 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,056 $585K 0.01% -11 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,002 $579K <0.01% +3,960 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,959 $574K <0.01% -385 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,995 $572K <0.01% +488 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,922 $569K <0.01% +1,175 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,381 $568K 0.03% -86 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,901 $567K 0.02% -46,248 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 4,901 $567K 0.43% -440 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,819 $557K 0.05% -650 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,715 $545K 0.01% +567 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 4,713 $545K 0.3% -99 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,683 $542K 0.01% -178 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,619 $534K <0.01% -766 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,600 $532K 0.19% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,530 $524K 0.02% -66 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,500 $521K 0.01% new 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,474 $518K 0.18% -32 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,468 $517K 0.02% +646 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 4,428 $512K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,374 $506K <0.01% +13 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,334 $501K 0.19% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,250 $492K 0.12% -65 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 4,143 $479K 0.96% -190 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,140 $479K <0.01% +103 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,100 $474K 0.05% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 4,100 $474K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,086 $473K 0.06% -566 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,513 $468K 0.16% +1,513 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,043 $468K 0.05% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,900 $451K 0.09% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,812 $441K <0.01% -24,969 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 3,790 $438K 0.05% -30 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,745 $433K 0.01% -2,064 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,737 $432K 0.01% -202 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,700 $428K 0.05% -1,300 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,650 $422K 0.01% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,642 $421K 0.06% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,592 $416K 0.04% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,574 $414K 0.01% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,574 $413K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,532 $409K 0.01% -3,815 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,897 $407K 0.01% +37 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 3,548 $405K <0.01% 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 3,436 $397K 0.02% +439 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,420 $396K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,414 $395K 0.01% -600 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,408 $394K 0.01% -26 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,400 $393K 0.09% -200 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,379 $391K <0.01% -8 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,375 $390K 0.24% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 3,370 $390K <0.01% -15,815 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,311 $383K <0.01% +363 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,305 $382K 0.15% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,292 $381K 0.01% +13 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,269 $378K 0.01% +22 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,266 $378K 0.08% -43 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,225 $373K 0.05% -72 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 3,200 $370K 0.06% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,175 $367K 0.01% +822 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,151 $365K <0.01% -515 13F-HR/A Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,146 $364K 0.04% +828 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,090 $357K <0.01% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,087 $357K 0.01% +1,219 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,086 $357K 0.11% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,043 $352K 0.19% -283 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,047 $352K 0.05% new 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,082 $352K 0.01% -172 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,000 $347K 0.08% 0 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 3,000 $347K 0.06% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,000 $347K 0.03% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,999 $347K 0.04% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,998 $347K 0.11% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,987 $346K 0.02% -98 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,974 $344K <0.01% -97 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,967 $343K 0.35% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,930 $339K 0.04% +28 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,928 $339K 0.09% new 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 2,923 $338K 0.02% -143 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,920 $338K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,908 $336K 0.03% +2,906 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,899 $335K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,896 $335K 0.01% +135 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,877 $333K 0.09% +80 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,860 $331K 0.26% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,828 $327K 0.03% -2,064 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,796 $323K 0.09% +34 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,781 $322K 0.03% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,765 $320K 0.05% +12 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,093 $319K 0.19% +49 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,730 $316K <0.01% 0 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,727 $315K 0.04% +624 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,720 $315K 0.01% 0 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,716 $314K 0.01% +5 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,698 $312K 0.23% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,689 $311K 0.01% -56 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,679 $310K <0.01% +473 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,673 $309K <0.01% -254 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,660 $308K 0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,640 $305K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,633 $305K 0.01% -1,702 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,631 $304K 0.01% +46 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,586 $299K 0.03% -410 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,582 $298K 0.05% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,552 $295K 0.01% +230 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,534 $293K 0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,529 $293K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,127 $292K <0.01% +1,366 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,503 $290K 0.05% -64 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,503 $289K <0.01% +39 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,500 $289K 0.03% 0 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,500 $289K <0.01% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,425 $281K 0.12% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,398 $277K <0.01% -371 13F-HR/A Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,393 $277K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,374 $275K <0.01% -3,560 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,374 $275K 0.03% +196 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,350 $272K 0.09% -28 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,344 $271K 0.02% +161 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,317 $268K 0.03% -662 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,299 $266K 0.05% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,275 $263K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,264 $262K 0.22% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,261 $262K 0.01% +511 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,255 $261K 0.01% -726 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,238 $261K 0.02% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,250 $260K 0.02% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,250 $260K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,228 $258K 0.27% -276 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 2,224 $257K 0.08% +9 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,204 $255K <0.01% -736 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,159 $250K 0.05% -18 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,156 $249K <0.01% -1,350 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,156 $249K 0.01% -376 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,150 $249K 0.01% +2 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,128 $246K 0.01% -19 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,120 $245K 0.09% -29 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,103 $243K 0.13% -18 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,098 $243K 0.01% -274 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,096 $242K 0.1% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,086 $241K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,082 $241K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,072 $240K 0.1% +486 13F-HR/A Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,058 $238K <0.01% +328 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,057 $238K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,051 $237K 0.01% +430 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,050 $237K 0.04% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,048 $237K 0.01% -103 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,037 $236K 0.02% -485 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,033 $235K 0.02% +23 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,013 $233K <0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,009 $232K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $231K 0.05% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,956 $226K 0.02% +242 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,939 $224K <0.01% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,933 $224K 0.03% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,932 $223K <0.01% -65,817 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,923 $222K 0.01% +100 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,903 $220K 0.02% -10,709 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 1,900 $220K 0.05% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,893 $219K 0.01% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,885 $218K 0.07% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,885 $218K 0.02% -208 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,862 $215K 0.09% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,850 $214K 0.1% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,847 $214K 0.02% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,840 $213K 0.09% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,829 $212K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,826 $211K <0.01% +1 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,825 $211K 0.62% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,824 $211K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,804 $209K 0.02% -75 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,816 $208K 0.16% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,800 $208K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,787 $207K 0.01% -68 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,787 $207K 0.02% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,780 $206K 0.04% -37 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,770 $205K <0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,761 $204K <0.01% -315 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,760 $204K 0.03% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,760 $204K <0.01% -60 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,750 $202K 0.03% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,750 $202K 0.01% -150 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,742 $201K 0.01% +7 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,739 $201K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,722 $199K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,712 $198K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,644 $190K 0.02% -808 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,627 $188K 0.04% +6 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,592 $183K <0.01% -2,101 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,565 $181K 0.02% +883 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,555 $180K 0.03% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,550 $179K 0.08% +869 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,545 $179K 0.17% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,506 $174K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,486 $172K 0.02% +200 13F-HR Timeline