PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,896 $2.4M 0.01% -1,724 13F-HR Timeline Group Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,634 $2.4M 1.5% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,866 $2.39M 0.35% +157 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 5,857 $2.39M 2.63% +2,225 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 5,742 $2.34M 0.21% +60 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,736 $2.34M 0.14% -945 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 5,727 $2.33M 0.92% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 5,693 $2.32M 0.52% -363 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,614 $2.29M 0.93% +595 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,614 $2.29M 0.04% -3,659 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,596 $2.28M 0.14% -65 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 5,555 $2.27M <0.01% -277,266 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,557 $2.26M 0.04% -3,536 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,551 $2.26M 0.03% -81 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 5,550 $2.26M 0.15% +609 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,481 $2.23M 0.06% +188 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,434 $2.21M 0.33% +4,534 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 5,425 $2.21M 1.09% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,421 $2.21M 0.14% +1,774 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 5,419 $2.21M 0.39% +3,318 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,415 $2.21M 0.12% -71 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 5,400 $2.2M 0.11% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 5,348 $2.18M 0.44% +1,741 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,332 $2.17M 0.34% -372 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,311 $2.16M 0.03% +147 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,235 $2.13M 0.01% -7,166 13F-HR Timeline Group POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,224 $2.13M 0.87% +19 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,200 $2.12M <0.01% -200 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,176 $2.11M 0.34% +283 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,167 $2.1M 0.32% +218 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,152 $2.1M 0.17% -379 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,142 $2.09M 0.41% -86 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,123 $2.09M 0.71% +422 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,728 $2.08M +2,243 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,007 $2.05M 0.07% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,864 $2.04M 0.04% +361 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,016 $2.04M 0.12% -132 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,015 $2.04M 0.01% -2,903 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $2.04M 0.18% 0 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 5,000 $2.04M 1.49% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,932 $2.01M 0.02% -812 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,924 $2.01M 0.33% +364 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,873 $1.98M 0.58% +4,305 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,848 $1.97M 0.14% -2,568 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,845 $1.97M 0.11% -3,188 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 4,839 $1.97M 0.02% +2,598 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,836 $1.97M 0.17% +990 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,835 $1.97M 0.15% -486 13F-HR Timeline Northcape Capital Pty Ltd More: the full row for Northcape Capital Pty Ltd 4,829 $1.97M 0.27% -1,474 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,803 $1.96M 0.19% -244 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,766 $1.94M 0.02% +1,166 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,737 $1.93M 0.17% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,730 $1.93M 0.19% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,730 $1.93M 0.01% -350 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,974 $1.92M 0.1% +751 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 4,684 $1.91M 0.05% +97 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,663 $1.9M 0.03% -110 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,663 $1.9M 0.19% +3,135 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,656 $1.9M 0.53% +821 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,622 $1.88M 0.4% +9 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,575 $1.86M 0.15% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,537 $1.85M 0.08% -68 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 4,491 $1.83M 0.09% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,485 $1.82M 0.36% -50 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,461 $1.82M 0.1% -1,105 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,459 $1.82M 0.33% -163 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,454 $1.81M 0.02% -346 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,451 $1.81M 0.11% +1,496 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,413 $1.8M 0.02% +34 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,391 $1.79M 0.39% +18 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,369 $1.78M 0.04% -1,070 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4,255 $1.77M 0.37% +476 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,315 $1.76M 0.17% 0 13F-HR Timeline SORA INVESTORS LLC More: the full row for SORA INVESTORS LLC 4,285 $1.75M 0.13% -60,011 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,233 $1.72M 0.66% -17 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 4,190 $1.71M 0.18% +2,939 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,179 $1.7M 0.02% +28 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,173 $1.7M 1.12% +8 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,944 $1.7M 0.05% -439 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,143 $1.69M 0.34% +309 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,124 $1.68M 1.29% -101 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,074 $1.66M 1.4% -225 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,063 $1.65M 0.59% +363 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,058 $1.65M 0.54% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,053 $1.65M 0.05% +95 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,023 $1.64M 0.07% +102 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,009 $1.63M 0.02% +1,867 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 3,988 $1.62M -684 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,977 $1.62M 0.04% -5,456 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 3,975 $1.62M 0.03% -3 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,958 $1.61M 0.13% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,943 $1.61M 0.08% +41 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,919 $1.6M 0.44% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,917 $1.6M 0.06% -38 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,900 $1.59M 0.09% -1,085 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,891 $1.58M 1.11% +608 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,840 $1.56M 0.05% -1,892 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,823 $1.56M 0.26% +424 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,800 $1.55M 0.22% -8 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,792 $1.54M 0.48% +327 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 3,782 $1.54M 0.35% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 3,777 $1.54M 0.23% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,749 $1.53M 0.02% +1,391 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,720 $1.51M 0.12% -196 13F-HR Timeline O'Connor Alternative Investments LLC More: the full row for O'Connor Alternative Investments LLC 3,700 $1.51M 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Midwest Trust Co More: the full row for Midwest Trust Co 3,685 $1.5M 0.02% -3,620 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,674 $1.5M 0.05% -2,072 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,668 $1.49M 0.08% -106 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,665 $1.49M 0.01% -1,301 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,653 $1.49M 1.07% +134 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,637 $1.48M 0.28% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,636 $1.48M 0.02% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,627 $1.48M 0.03% +30 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,626 $1.48M 0.07% -42 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 3,612 $1.47M 0.02% -66 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,612 $1.47M 0.09% -1,388 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,583 $1.46M 0.15% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,554 $1.45M 0.06% -1,023 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,545 $1.44M 0.85% -24 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,529 $1.44M 0.38% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,313 $1.43M 0.04% -1,209 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,520 $1.43M 1.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,514 $1.43M 0.01% +2,852 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,503 $1.43M 0.01% +61 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,499 $1.43M 0.03% +730 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,492 $1.42M 0.03% -353 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,484 $1.42M 0.01% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,461 $1.41M 0.02% +2,876 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,450 $1.41M 0.21% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,440 $1.4M 1.13% -1 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 3,271 $1.4M 1.61% 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,406 $1.39M 0.09% -127 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,392 $1.38M 0.06% +532 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,366 $1.37M 0.06% -100 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 3,355 $1.37M 0.37% +180 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,325 $1.35M 0.03% +88 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,322 $1.35M 0.18% +171 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,319 $1.35M 0.03% +1,315 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,297 $1.34M 0.34% -509 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,297 $1.34M 0.09% new 13F-HR Timeline American Trust More: the full row for American Trust 3,287 $1.34M 0.1% -350 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,210 $1.32M 0.05% +1,047 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,247 $1.32M 0.05% +213 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,227 $1.31M 0.25% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,399 $1.31M 0.67% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,198 $1.3M 0.03% +84 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,181 $1.3M 0.11% +1,514 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,159 $1.29M 0.08% +1,903 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,159 $1.29M 0.14% -309 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,157 $1.29M 0.45% -22 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 3,150 $1.28M 0.23% -288 13F-HR/A Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3,145 $1.28M 0.67% +487 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,142 $1.28M 2.19% +1,531 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,129 $1.27M 0.67% +1,129 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,089 $1.26M 0.12% -766 13F-HR Timeline Group Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,086 $1.26M 0.06% new 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,082 $1.26M <0.01% -1,226 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,053 $1.24M 0.11% -92 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 3,043 $1.24M 0.57% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,036 $1.24M 0.28% +243 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,014 $1.23M 0.06% +1,433 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,013 $1.23M 0.02% +255 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,000 $1.23M 0.04% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,998 $1.22M 0.14% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,970 $1.21M 0.01% -780 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,969 $1.21M 0.02% -126 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,962 $1.21M 0.09% +73 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,960 $1.21M 0.07% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,951 $1.2M 0.02% -4 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 2,951 $1.2M 0.09% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,897 $1.19M 0.02% -125 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,917 $1.19M 0.04% +1,562 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,893 $1.18M 0.02% +1,807 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,892 $1.18M 0.06% -678 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,886 $1.18M 0.33% -17 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,859 $1.16M 0.07% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,857 $1.16M 0.1% +6 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,852 $1.16M 0.06% -35 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,850 $1.16M 0.04% -5,457 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,848 $1.16M 0.1% -7,757 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,838 $1.16M 0.69% +301 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 3,000 $1.16M 0.47% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,824 $1.15M 0.15% -69 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,811 $1.14M 0.07% -372 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,808 $1.14M 0.02% -2,757 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,805 $1.14M 0.29% -284 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,803 $1.14M 0.85% 0 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 2,797 $1.14M 0.86% -2,799 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,788 $1.14M 0.06% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,769 $1.13M 0.05% -1 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,749 $1.12M 0.11% -121 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,721 $1.11M 0.18% +104 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,711 $1.1M 0.02% -401 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 2,707 $1.1M 0.41% -1,310 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,698 $1.1M 0.03% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,676 $1.09M 0.09% +473 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,651 $1.08M 0.03% +633 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,640 $1.08M 0.03% -283 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,629 $1.07M 0.02% -2,167 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,627 $1.07M 0.26% +81 13F-HR Timeline