Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 8,141 $2.64M 5.09% -1,500 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,140 $2.64M 0.21% +1,362 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,077 $2.62M 0.05% -4,111 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,003 $2.59M 0.12% -349 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,001 $2.59M 0.1% 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 8,000 $2.59M 0.09% new 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 8,000 $2.59M 0.06% -2,079 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,980 $2.59M 0.05% +1,117 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 7,959 $2.58M 0.2% +133 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 7,868 $2.55M 0.02% +1,266 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,812 $2.53M 0.64% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 7,789 $2.52M 0.28% -794 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,779 $2.52M 1.05% +122 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 7,240 $2.51M 0.48% +57 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 7,731 $2.51M 0.21% +1,454 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. 7,718 $2.5M 0.12% +413 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,708 $2.5M 0.19% -250 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6,974 $2.5M 0.2% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,680 $2.49M 0.62% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,606 $2.46M 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,544 $2.44M 0.04% +1,693 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,462 $2.43M 0.57% 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,508 $2.43M 0.25% +3,769 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,500 $2.43M 1.45% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,493 $2.43M 0.17% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,470 $2.42M 0.21% -860 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,438 $2.41M 0.07% -5,751 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,392 $2.4M 0.02% +249 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,386 $2.39M 0.86% -240 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,381 $2.39M 0.07% -570 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,370 $2.39M 0.06% -318 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 7,344 $2.38M 0.06% -2,431 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,313 $2.37M 0.17% +155 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 7,300 $2.37M 0.02% new 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 7,290 $2.36M 0.06% -51 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,277 $2.36M 0.03% -900 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,223 $2.34M 0.02% +790 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,200 $2.33M 0.19% -119 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,198 $2.33M 0.22% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,122 $2.31M 0.03% +545 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 7,091 $2.3M 0.04% 0 13F-HR Timeline Group WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 7,076 $2.29M 1.13% 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 7,065 $2.29M 0.3% +46 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,026 $2.28M 0.01% 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 6,984 $2.26M 0.16% -10 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,974 $2.26M 0.03% +2,731 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,960 $2.26M 0.25% -500 13F-HR Timeline American Trust More: the full row for American Trust 6,954 $2.25M 0.19% -35 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,934 $2.25M 0.04% -392 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,899 $2.24M 0.1% +341 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 6,882 $2.23M 0.06% -1,760 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 6,842 $2.22M 0.34% +205 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 6,842 $2.22M 0.57% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,824 $2.21M 0.01% -148 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,819 $2.21M 0.68% +296 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,804 $2.2M 0.17% -1,334 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,799 $2.2M 0.77% +260 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,796 $2.2M 0.07% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,776 $2.2M 0.94% -280 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,770 $2.19M 0.11% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,752 $2.19M 0.44% +10 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,742 $2.18M 0.04% +4 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 6,651 $2.16M 0.12% -2,714 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,632 $2.15M 0.02% +993 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,547 $2.12M 0.22% -88 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,528 $2.12M 0.18% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,475 $2.1M 0.03% -1,214 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 6,430 $2.08M 1.68% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,422 $2.08M 0.74% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,366 $2.06M 0.02% -65 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,315 $2.05M 0.01% -205 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,313 $2.05M 0.99% +5 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,304 $2.04M 0.26% +47 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,269 $2.03M 0.08% -4,902 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,261 $2.03M 0.84% +1,409 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,193 $2.01M 0.38% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,189 $2.01M 0.64% +169 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 6,184 $2M 1.32% +16 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,125 $1.99M 0.02% -380 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,111 $1.98M 0.15% +6 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,061 $1.96M 0.28% +55 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,022 $1.95M 0.05% -458 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,014 $1.95M 0.07% -80 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,982 $1.94M 0.07% +731 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,978 $1.94M 0.01% -201 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,964 $1.93M +176 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,955 $1.93M 0.2% -20 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,912 $1.92M 0.3% +264 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,861 $1.9M 0.26% -481 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,855 $1.9M 0.05% +235 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 5,814 $1.88M 0.03% -1,150 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,811 $1.88M 0.11% +35 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 5,799 $1.88M 0.06% +291 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,778 $1.87M 0.09% -4,939 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,763 $1.87M 1.1% +757 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,689 $1.84M 0.35% -207 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,663 $1.84M 0.14% -1,291 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,656 $1.83M 0.77% -1 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,636 $1.83M 0.2% -279 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,559 $1.8M 0.04% +16 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 5,550 $1.8M 0.22% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,545 $1.8M 0.03% +3,107 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,514 $1.79M 0.02% -157 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,504 $1.78M 0.01% +471 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 5,500 $1.78M 1.14% +19 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,478 $1.78M 0.1% -40 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,455 $1.77M 0.05% +719 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,446 $1.76M 0.03% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,384 $1.76M 0.02% -270 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 5,415 $1.75M 0.41% -2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,412 $1.75M 0.19% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,402 $1.75M 0.03% -11 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,351 $1.73M 0.02% +50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,310 $1.72M 0.04% -225 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,267 $1.71M 0.05% -839 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 5,265 $1.71M 0.12% -1,200 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 5,227 $1.69M 1.38% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,227 $1.69M 0.05% -23 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,177 $1.69M 0.16% -2,964 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,160 $1.68M 0.08% +1,854 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,173 $1.68M 0.04% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 5,158 $1.67M 1.42% -30 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,134 $1.66M 0.26% -996 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 5,115 $1.66M 0.23% +4,132 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,102 $1.65M 0.06% +29 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,076 $1.64M 0.1% +880 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,051 $1.64M 0.02% -50 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,024 $1.63M 0.01% -164 13F-HR Timeline Group SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 5,015 $1.63M 0.2% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,001 $1.62M 0.04% -24,348 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,000 $1.62M 0.02% -800 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,990 $1.62M 0.01% -44 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,932 $1.6M 0.03% -741 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,894 $1.59M 0.07% -323 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,889 $1.58M 0.08% -455 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,887 $1.58M 0.03% -194 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,844 $1.57M 0.24% +82 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,842 $1.57M 0.03% -1,001 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,813 $1.56M 0.36% -2,415 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,800 $1.56M 0.38% -2 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 4,800 $1.55M 1.66% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,791 $1.55M 0.06% +3,313 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,788 $1.55M 0.24% +14 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,714 $1.53M 0.1% +503 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,707 $1.53M 0.62% -115 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 4,676 $1.52M 0.46% 0 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,669 $1.51M 0.68% -58 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,625 $1.5M +145 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,590 $1.49M 0.07% +2,485 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,579 $1.48M 0.19% -13,005 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,537 $1.47M 0.05% -530 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,533 $1.47M 0.26% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,521 $1.46M 0.05% -1,269 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,500 $1.46M 0.67% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,498 $1.46M 0.1% +385 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,495 $1.46M 0.25% +338 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,462 $1.45M 0.96% +171 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,441 $1.44M 0.07% -157 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,411 $1.43M 0.53% -218 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,399 $1.43M 0.02% -114 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,397 $1.42M 0.27% +3,455 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,375 $1.42M 0.43% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,358 $1.41M 0.01% +1,971 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,336 $1.41M 0.18% +32 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,335 $1.4M 0.03% -295 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,305 $1.39M 0.77% -38 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,300 $1.39M 0.24% -890 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,298 $1.39M 0.03% -26 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,274 $1.38M 0.81% +35 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,272 $1.38M 0.05% +81 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,256 $1.38M 0.07% +82 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 4,245 $1.38M 0.19% +3,358 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 4,200 $1.36M 0.37% -500 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,198 $1.36M 0.06% -113 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 3,810 $1.36M 0.27% -46 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 4,175 $1.35M 0.03% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,160 $1.35M 0.04% -355 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,156 $1.35M 0.16% -1,307 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,145 $1.34M 0.07% -2,639 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,143 $1.34M 0.23% 0 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 4,130 $1.34M 0.39% -143 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 4,127 $1.34M 5.57% -6,936 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 4,121 $1.34M 0.2% +14 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,110 $1.33M 0.41% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,102 $1.33M 0.31% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,086 $1.32M 0.02% -22 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 4,063 $1.32M 0.08% -2,033 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,017 $1.3M 0.04% +12 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,963 $1.29M 0.05% +296 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 3,985 $1.29M 1.18% +223 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 3,985 $1.29M -1,369 Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,978 $1.29M 0.02% -276 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,971 $1.29M 0.2% +41 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,965 $1.28M 0.08% -155 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,246 $1.28M 0.08% -1,299 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,942 $1.28M 0.01% +1,814 13F-HR Timeline Group CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 3,900 $1.26M 0.16% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 3,900 $1.26M 0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,890 $1.26M 0.07% +90 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,879 $1.26M 0.51% +247 13F-HR Timeline