FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,450 $1.25M 0.36% +249 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,532 $1.25M 0.13% +8 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,431 $1.25M 0.38% +4,181 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,312 $1.24M 0.03% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,415 $1.24M 0.08% +1,119 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,385 $1.24M 0.04% +3,994 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 5,329 $1.22M 0.45% +416 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,300 $1.22M 0.08% +19 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,297 $1.22M 0.27% +80 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,277 $1.21M 0.62% -170 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,247 $1.2M 0.03% -100 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,243 $1.2M 0.01% +348 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,215 $1.2M 0.32% 0 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,189 $1.19M 0.27% +223 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,152 $1.18M 0.02% -334 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,125 $1.18M 0.02% -73 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,095 $1.17M 0.01% -4,495 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,066 $1.16M 0.14% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,065 $1.16M 0.01% -11,915 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,041 $1.16M 0.01% +3,502 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,034 $1.16M <0.01% -15,286 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,000 $1.15M 0.16% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,947 $1.14M 0.01% +619 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,918 $1.13M 0.05% +1,400 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,865 $1.12M 0.02% +1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,862 $1.12M 0.07% -45 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,774 $1.1M 0.08% +448 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,766 $1.09M 0.02% +51 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 4,756 $1.09M 0.02% -63,095 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,751 $1.09M 0.01% -14 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,745 $1.09M 0.04% +1,274 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,738 $1.09M -12 Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,727 $1.08M 0.44% +277 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,700 $1.08M 0.1% -29 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,665 $1.07M 1.17% -300 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,174 $1.07M 0.02% +183 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,633 $1.06M 0.03% -8 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,622 $1.06M 0.02% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,600 $1.06M 0.41% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,592 $1.05M 0.01% +288 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,553 $1.04M 0.07% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,505 $1.03M 0.02% -1,650 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 4,465 $1.02M 0.04% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,458 $1.02M 0.09% +291 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,432 $1.02M 0.03% +1,933 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,398 $1.01M 0.2% +214 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,392 $1.01M 0.14% -8 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,385 $1.01M 0.02% -148 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,377 $1M 0.01% -292 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,370 $1M -426 Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,364 $1M <0.01% -1,810 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,369 $1M 0.06% +685 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,336 $995K 0.02% +440 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,316 $990K 0.02% +308 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,296 $986K 0.12% +815 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,291 $985K 0.1% +14 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,271 $980K 0.02% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 11,616 $966K +11,580 Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,201 $964K 0.2% -22 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,184 $960K 0.02% +7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,174 $958K 0.01% -291 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,173 $958K 0.01% -6 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,092 $939K 0.04% +33 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,040 $927K 0.01% -119 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,031 $925K 0.02% +33 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,943 $905K 0.05% -4,397 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,935 $903K 1.78% -242 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 3,934 $903K 0.12% +8 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,288 $903K 0.24% -100 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,899 $895K 0.02% +2,810 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,884 $891K 0.02% +3,286 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,819 $876K 0.15% -120 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,810 $874K 0.28% -115 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,806 $873K 0.05% +63 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,791 $870K 0.02% -153 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,768 $865K 0.01% -893 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,741 $858K 0.01% +40 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,720 $854K 0.08% -100 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,707 $851K 0.01% -75 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,685 $846K 0.24% -147 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,680 $844K 0.01% -2,076 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,675 $843K 0.4% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,664 $841K 0.24% +66 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,664 $841K 0.63% -60 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,638 $835K 0.01% +472 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,600 $826K 0.03% -2,700 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,471 $797K 0.05% -193 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,444 $790K 0.27% -1,418 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,442 $790K 0.32% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,452 $785K 0.18% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,402 $781K 0.09% -515 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,390 $778K 0.07% -26 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,349 $769K 0.47% -61 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,344 $767K 0.12% -271 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,311 $760K 0.03% +401 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,278 $752K 0.36% +5 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,217 $738K 0.05% -18 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,211 $737K 0.09% -22,202 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,195 $733K 0.05% +63 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,213 $730K 0.59% +672 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,179 $730K 0.13% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,545 $728K 0.07% +1,159 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,158 $725K 0.18% +2,048 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,147 $722K 0.01% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,135 $719K 0.3% +435 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,102 $712K 0.04% +108 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,096 $710K 0.02% +787 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,087 $708K 0.01% 0 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 3,048 $699K 0.04% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,046 $699K 0.43% -54 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,994 $687K 0.02% -5,006 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,992 $687K 0.06% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,975 $683K 0.15% -110 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,960 $679K 0.3% -6 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,957 $679K 0.01% -500 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,930 $672K 0.01% +912 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,929 $672K 0.04% +714 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,922 $671K 0.03% -21 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,920 $670K 0.22% +397 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,893 $664K 0.06% -176 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,851 $654K 0.03% -627 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,826 $649K 0.02% +562 13F-HR/A Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,834 $648K 0.19% +2 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,904 $647K 0.02% +33 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,800 $643K 0.01% -125 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,785 $639K 0.22% -2,477 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,148 $634K 0.04% +65 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,754 $632K 0.01% +34 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,746 $630K 0.2% -19 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,738 $628K <0.01% new 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,732 $627K 0.01% -3 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,724 $626K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,708 $621K 0.43% +6 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,703 $620K 0.08% +31 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,692 $618K 0.07% +559 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,681 $615K 0.26% -5,218 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,678 $615K 0.09% +45 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,642 $606K 0.03% +208 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,476 $605K 0.08% -80 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,626 $603K 0.04% +1,516 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,618 $601K 0.13% +2,079 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,606 $598K 0.17% -22 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,179 $596K 0.06% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,574 $591K 0.02% +123 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,564 $588K 0.23% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,508 $576K 0.46% 0 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,503 $574K 0.01% -3 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 2,500 $574K 1.16% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,488 $571K 0.03% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,550 $569K 0.47% -37 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,459 $564K 0.1% -2,426 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,452 $563K 0.28% -895 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,422 $556K 0.03% +13 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,414 $554K 0.08% +27 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 2,382 $547K 0.03% -25 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,381 $546K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,377 $545K 0.01% +71 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,375 $545K 0.09% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,353 $540K 0.02% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,351 $540K 0.02% -512 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,363 $537K 0.18% +16 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,337 $536K 0.25% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,423 $536K 0.15% +70 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,327 $534K -257 Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,315 $531K 0.15% -100 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,303 $528K 0.03% -36 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,275 $522K 0.02% -171 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,255 $517K 0.16% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,250 $516K 0.06% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,242 $514K 0.02% +330 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,240 $514K 0.11% -207 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,232 $512K 0.03% +313 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,224 $510K 0.09% +54 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,217 $509K 0.15% -47 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,200 $505K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,188 $502K 0.01% -10 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,183 $501K 0.71% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,180 $500K 0.17% -3 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,164 $497K 0.01% +182 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,158 $495K 0.07% +164 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,156 $495K 0.06% +107 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,156 $495K 0.3% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,135 $490K 0.2% -8 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,135 $490K 0.02% +76 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,133 $489K 0.07% -3,261 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,095 $481K 0.02% +414 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,095 $481K 0.04% -11 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,094 $481K 0.03% -7 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,093 $480K 0.05% +92 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,956 $479K 0.04% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,064 $474K <0.01% -100,900 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,056 $472K 0.01% -66 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,040 $468K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,037 $467K 0.06% -1,689 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,019 $463K 0.12% +12 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,018 $463K 0.14% +600 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,009 $461K 0.07% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,001 $459K 0.34% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $459K 0.12% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,000 $459K 0.08% new 13F-HR Timeline