SFMG, LLC More: the full row for SFMG, LLC 3,866 $1.25M 0.08% -56 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,846 $1.25M 0.21% 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,841 $1.24M 0.28% -1,077 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,420 $1.24M 0.03% -7 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,795 $1.23M 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,760 $1.22M 0.03% +176 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,432 $1.2M 0.03% +64 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,690 $1.2M 0.37% -34 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,681 $1.19M 0.36% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,669 $1.19M 0.11% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,643 $1.18M 0.02% +2,312 13F-HR/A Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,630 $1.18M 0.03% new 13F-HR/A Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,621 $1.17M 0.01% new 13F-HR Timeline Group HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 3,605 $1.17M 0.49% +494 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,580 $1.16M 0.97% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,498 $1.16M 0.04% +86 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 3,570 $1.16M 0.54% +15 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,556 $1.15M 0.32% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,549 $1.15M 0.06% +1,970 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,537 $1.15M 0.05% -138 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,537 $1.15M 0.07% +164 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,520 $1.14M 0.12% -115 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,462 $1.13M 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,481 $1.13M 0.02% +252 13F-HR Timeline Group Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 3,471 $1.12M 0.12% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,443 $1.12M 0.27% -135 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,431 $1.11M 0.03% +184 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,128 $1.11M 0.83% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,417 $1.11M 0.04% -499 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,412 $1.11M 0.29% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,364 $1.09M 0.24% new 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,350 $1.09M 0.38% -250 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,342 $1.08M 0.02% +1,786 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,329 $1.08M 0.01% +80 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,317 $1.07M 0.04% +20 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,317 $1.07M 0.03% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,315 $1.07M 0.03% +26 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,310 $1.07M 0.31% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,300 $1.07M 0.29% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,296 $1.07M 0.08% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,291 $1.07M 0.55% +28 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,290 $1.07M 0.04% -1,112 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 3,284 $1.06M 0.01% new 13F-HR Timeline Group DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 3,280 $1.06M 0.8% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,275 $1.06M 0.32% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,252 $1.05M 0.07% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,941 $1.05M -52 Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,222 $1.04M 0.05% -68,532 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 3,220 $1.04M 0.03% +417 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,214 $1.04M 0.01% +2,249 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,210 $1.04M 0.13% +3 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,188 $1.03M 0.01% -69 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,184 $1.03M 0.01% new 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 3,176 $1.03M 0.19% +3 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 3,176 $1.03M 0.08% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,162 $1.02M 0.08% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,161 $1.02M 0.02% -3 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,151 $1.02M 0.37% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,151 $1.02M 0.07% -145 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,130 $1.01M 0.06% +57 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,114 $1.01M 0.07% +210 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,097 $1M 0.24% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,096 $1M 0.3% +20 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,091 $1M 0.11% -237 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 3,076 $997K 1.01% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,066 $994K 0.03% -319 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,029 $981K 0.09% -371 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,016 $977K 0.18% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,015 $977K 1.84% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,000 $972K 0.12% 0 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 3,000 $972K 0.02% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,000 $972K 0.07% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,000 $972K 0.34% 0 13F-HR Timeline Bluegrass Capital Partners LP More: the full row for Bluegrass Capital Partners LP 3,000 $972K 0.58% -4,500 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 3,000 $972K 0.19% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,974 $964K 0.15% +403 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,959 $959K 0.09% -173 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,956 $958K 0.06% +3 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,944 $954K 0.28% +67 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,937 $952K 0.08% -176 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,907 $942K 0.08% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,901 $940K 0.13% -496 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,894 $938K +172 Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,885 $935K 0.1% -539 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,878 $933K 0.05% +492 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,860 $927K 0.05% -176 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,844 $922K 0.08% +1,168 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,842 $921K 0.03% +1,808 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,834 $918K 0.11% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,818 $913K 0.02% +89 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,812 $911K 0.38% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,788 $903K 0.14% +893 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,782 $902K 0.02% +60 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,778 $900K 0.29% +788 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,768 $897K 0.24% -67 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,762 $895K 0.56% +331 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,760 $894K 0.01% +525 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,751 $892K 0.04% -137 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,734 $886K 0.06% -80 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,727 $884K 0.22% +34 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,718 $881K 0.05% -1,640 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,669 $865K 0.04% +316 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,385 $863K 0.24% -398 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,652 $859K 0.02% -309 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,650 $859K 0.58% 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,646 $857K 0.12% -250 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,640 $855K 0.05% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,629 $852K 0.03% -211 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,621 $849K 0.31% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,610 $846K 0.04% -33 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,607 $845K 0.06% +22 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,600 $843K 0.51% -3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,598 $842K 0.11% -117 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,564 $831K 0.01% -343 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,560 $830K 0.04% -6 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,558 $829K 0.22% -6 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,556 $828K 0.6% -133 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,553 $827K 0.28% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,552 $827K 0.03% -1,724 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,551 $827K 0.09% +1,908 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,536 $822K 0.01% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,492 $807K <0.01% -4 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,487 $806K 0.09% -92 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,480 $804K 0.72% 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,463 $798K 0.39% +13 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,435 $789K 0.03% -7,622 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,432 $788K 0.06% +12 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,427 $787K 0.32% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,148 $783K 0.18% -462 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,403 $779K 0.02% -19 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,399 $777K 0.32% -93 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,398 $777K 0.23% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,378 $771K 0.32% -20 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,377 $770K 0.22% -5,995 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,321 $768K 0.05% -2,236 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,366 $767K 0.06% +42 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,712 $761K 0.01% -249 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,337 $757K 0.19% -354 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,334 $756K 0.1% -2,804 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,327 $754K 0.17% -25 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,323 $753K 0.25% +2 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,319 $751K 0.67% -126 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,314 $750K 0.15% -11 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,310 $749K 0.25% +321 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 2,309 $748K 0.02% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,292 $743K 0.02% -116 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,285 $740K 0.07% -8 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,275 $737K 0.15% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,265 $734K 0.08% -246 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,249 $729K 0.01% -4 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,245 $727K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,231 $723K 0.05% -85 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,009 $719K 0.04% -2 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,210 $716K 0.03% -620 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,209 $715K 0.1% -33 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,186 $708K 0.01% +59 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,175 $705K 0.09% 0 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 2,169 $703K 0.91% 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,164 $701K 0.21% -16 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,155 $698K 0.01% -116 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,152 $697K 0.06% +1,362 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,151 $697K 0.03% -57 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,148 $696K 0.05% +4 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,146 $695K 0.03% -3,246 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,118 $686K 0.01% +30 13F-HR Timeline Albar Capital Partners LLP More: the full row for Albar Capital Partners LLP 2,117 $686K 0.16% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,109 $683K 0.07% -4 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,105 $682K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,104 $682K 0.09% -920 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,102 $681K 0.06% -2,208 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,090 $677K 0.18% -30 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,064 $669K 0.76% -1,054 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,058 $667K 0.02% -434 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,914 $667K 0.02% +146 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,053 $665K 0.04% -85 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,052 $665K 0.02% -258 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,046 $663K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,042 $662K 0.01% -13 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,040 $661K 0.26% -855 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,959 $659K 0.04% -153 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,033 $659K 0.15% +5 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,019 $654K 0.02% +362 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,019 $654K 0.15% -190 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,012 $652K 0.07% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,011 $652K 0.01% -229 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,001 $648K 0.01% -240 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,000 $648K 0.05% -314 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,999 $648K 0.02% +790 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,985 $643K 0.03% -13 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,984 $643K 0.02% -140 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,976 $640K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,967 $637K 0.04% +145 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,960 $635K 0.04% +74 13F-HR Timeline Group MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,957 $634K 0.16% -2,336 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,952 $633K 0.06% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,936 $627K 0.17% -561 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,931 $626K 0.09% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,927 $624K 0.1% -10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,924 $623K 0.03% +249 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,923 $623K 0.04% +14 13F-HR Timeline