SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,439 $1.11M 0.04% +2,737 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,420 $1.1M 0.01% -3 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,418 $1.1M 0.02% +285 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 7,412 $1.1M 0.47% +567 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,395 $1.1M 0.08% -697 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,392 $1.1M 0.04% -1,531 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,355 $1.09M 0.06% -132 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,328 $1.09M 0.05% +5,105 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,295 $1.08M 0.02% +2,002 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,291 $1.08M 0.02% -74 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 7,279 $1.08M 1.11% +3,550 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,195 $1.07M 0.01% -146 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,185 $1.07M 0.11% -136 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,179 $1.07M 0.13% +2,046 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,166 $1.06M 0.04% -507 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,165 $1.06M 0.3% -36 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,122 $1.06M 0.14% -2,108 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,550 $1.06M 0.22% +25 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,080 $1.05M 0.09% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,067 $1.05M 0.12% +120 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,059 $1.05M 0.25% -293 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,857 $1.05M 0.31% -65 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 7,050 $1.05M 0.02% -1,008 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,000 $1.04M 0.73% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,000 $1.04M 0.16% -1,910 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,988 $1.04M 0.26% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,967 $1.04M 0.08% +2,246 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,954 $1.03M 0.43% -28 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,950 $1.03M 0.55% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,940 $1.03M 0.1% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,910 $1.03M 0.01% +613 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,906 $1.03M 0.07% -243 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,904 $1.03M 0.01% +2,998 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,881 $1.02M 0.07% -27 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,858 $1.02M 0.63% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,831 $1.02M 0.08% +146 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,808 $1.01M 0.55% -225 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 9,430 $1M 0.2% +446 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,391 $998K 0.03% +479 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,716 $998K 0.12% -1,264 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 6,679 $993K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,653 $989K 0.05% -1,729 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,592 $980K 0.05% +42 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,571 $976K 0.15% +1,149 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,564 $975K 0.08% +427 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,555 $974K 0.05% +206 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 6,547 $973K 0.47% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,540 $972K 0.25% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,527 $970K 0.33% +40 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,437 $957K 0.18% -120 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,432 $956K 0.04% -2 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,423 $955K 0.56% +210 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,392 $950K 0.01% -31,498 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,378 $948K 0.05% +367 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,363 $946K 0.18% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 6,362 $945K 0.5% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,360 $945K 0.47% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,359 $945K 0.1% -1,582 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,296 $936K 0.02% -4,533 13F-HR/A Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,288 $934K 0.04% +97 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,278 $933K 0.08% -189 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 6,235 $927K 0.66% -1,675 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,226 $925K 0.53% -50 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,210 $923K 0.05% -145 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 6,200 $921K 0.02% -1,000 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,162 $916K 0.02% -5,449 13F-HR/A 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 6,157 $915K 0.05% +382 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 6,150 $914K 0.03% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,140 $912K 0.74% 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,985 $906K 0.1% -128 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,074 $903K 0.11% +482 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,063 $901K 0.02% new 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 6,045 $898K 0.24% +455 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,995 $891K 0.37% -165 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,984 $889K 0.5% -737 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,977 $888K 1.03% -271 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,968 $887K 0.07% -3,272 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,944 $883K 0.27% +91 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,925 $881K 0.2% -414 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,918 $880K 0.03% -357 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 5,825 $866K 0.13% -36 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,818 $865K 0.05% -1,810 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,810 $863K 0.11% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,803 $862K 0.22% -2,706 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,780 $859K 0.44% -30 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,777 $859K 0.02% +1,206 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,766 $857K 0.01% +16 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,785 $857K 0.23% +2,271 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,722 $850K 0.46% -5,375 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,685 $845K 0.02% +1,109 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,667 $842K 0.47% +36 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 5,656 $841K 0.55% +106 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,650 $840K 0.04% -10 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,636 $837K <0.01% +486 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,580 $829K 0.33% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,574 $828K 0.36% -1,374 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 5,573 $828K 0.05% -3,246 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,547 $824K 0.18% +9 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,543 $824K 0.07% -3,911 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 5,528 $822K 0.09% -4,657 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,525 $821K 0.27% +520 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,500 $817K 0.25% -1,075 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,447 $809K 0.02% -1,962 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,428 $807K 0.09% -1,000 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,427 $807K 0.03% -1,220 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,423 $806K 0.04% 0 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 5,394 $802K 0.93% +223 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,350 $795K 0.72% -3,000 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 5,345 $794K 0.16% -363 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,343 $794K 0.11% -59 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,325 $791K 0.07% -20 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,321 $791K 0.24% -3,210 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 5,300 $788K 0.01% -765 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 5,289 $786K 0.2% -2,833 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,268 $783K 0.12% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,264 $782K 0.01% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,264 $782K 0.11% +3,458 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,261 $782K 0.35% -1,395 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,224 $776K 0.14% -123 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,107 $764K 0.2% 0 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 5,119 $761K 0.33% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,114 $760K 0.14% +2,371 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,112 $760K 0.02% new 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,101 $758K 0.2% -30 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,093 $757K 0.05% -10 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 5,085 $756K 0.12% +2,965 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,065 $753K 0.08% +504 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 5,063 $752K 0.57% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,058 $752K 0.07% +350 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,058 $752K 0.12% +87 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,026 $747K 0.11% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,013 $745K 0.46% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,006 $744K 0.57% -575 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 5,063 $743K <0.01% +78 13F-HR/A Timeline OGBORNE CAPITAL MANAGEMENT, LLC More: the full row for OGBORNE CAPITAL MANAGEMENT, LLC 5,000 $743K 0.2% new 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,997 $743K 0.44% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,972 $739K 0.2% -875 13F-HR/A Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,952 $736K 0.37% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,952 $736K 0.03% -697 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,938 $734K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,884 $726K 0.14% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 4,867 $723K 0.24% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,837 $719K 0.03% +38 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,835 $719K 0.43% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,830 $718K 0.02% -170 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,425 $717K 0.08% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,779 $710K 0.53% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,062 $706K 0.41% -1,948 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,744 $705K 0.01% +1,985 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,742 $705K 0.05% -48 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,733 $703K 0.01% -97 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,725 $702K 0.05% -22 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,720 $701K 0.19% +40 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,705 $699K 0.07% +341 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,705 $699K 0.11% +60 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,682 $696K 0.01% -725 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 4,680 $695K 0.08% +1,080 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,641 $694K 0.11% +182 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,668 $694K 0.04% 0 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,651 $691K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,621 $687K 0.42% +294 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,604 $684K 0.37% -1,046 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,552 $676K 0.25% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,547 $676K 0.04% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,546 $676K 0.04% -401 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,546 $676K 0.43% -248 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,545 $675K 0.03% +385 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,529 $673K 0.03% -42 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,518 $671K 0.06% +320 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,513 $671K 0.07% -351 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,508 $670K 0.08% -10,095 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,496 $668K 0.01% +234 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,472 $665K 0.01% +389 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,465 $664K 0.2% -47 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,460 $663K 0.09% -146 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,438 $660K 0.22% -144 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,423 $657K 0.13% -132 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,400 $654K 0.09% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,388 $652K 0.04% -1,045 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,334 $644K 0.02% -1,275 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,327 $643K 0.03% +1,671 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,314 $641K 0.08% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,300 $639K 0.13% -24,200 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,287 $637K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,286 $637K 0.01% -706 13F-HR Timeline Group Warner Group LLC More: the full row for Warner Group LLC 4,276 $635K 0.44% 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,270 $635K 0.2% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,262 $633K 0.03% -274 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,257 $633K 0.06% -1,658 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,235 $629K <0.01% +470 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,206 $625K 0.14% +506 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,179 $621K 0.11% -296 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,177 $621K 0.05% -8,915 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,165 $619K 0.49% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,136 $615K 0.25% -495 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,122 $613K 0.04% +1,072 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,075 $609K 0.49% -400 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,095 $609K 0.04% +1,801 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,085 $607K 0.01% +100 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,068 $605K 0.35% +186 13F-HR Timeline