Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,154 $2.08M 0.19% -328 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,153 $2.08M 0.09% -372 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,150 $2.07M 0.36% -40 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,129 $2.05M 0.13% -1,022 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 2,126 $2.05M 0.43% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,116 $2.04M 0.06% -94 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,116 $2.04M 0.08% +1,234 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,112 $2.04M 0.23% -246 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,105 $2.03M 0.07% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,101 $2.03M 0.12% -245 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,100 $2.03M 0.78% -1,800 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,095 $2.02M 0.15% -27,067 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,092 $2.02M 0.12% +54 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,089 $2.02M 0.13% -572 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,082 $2.01M <0.01% +1,762 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,069 $2M 0.03% +877 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,062 $1.99M 0.43% -207 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,058 $1.99M 0.3% +3 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,370 $1.99M 0.04% +86 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,047 $1.98M 0.11% +590 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,035 $1.96M 0.04% +384 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 2,029 $1.96M 0.46% +1,777 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,027 $1.96M 0.16% +1,186 13F-HR/A Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,013 $1.94M 0.73% +7 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,001 $1.93M 2.3% -395 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,000 $1.93M 0.2% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,996 $1.93M 0.11% -109 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,978 $1.91M 0.36% +1,341 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,971 $1.9M 0.15% +29 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,947 $1.88M 0.26% -250 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,928 $1.86M 0.02% -177 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,913 $1.85M 0.75% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,898 $1.83M 0.05% +465 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,887 $1.82M 0.07% +154 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,886 $1.82M 0.54% -971 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,883 $1.82M 0.37% +521 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,873 $1.81M 0.06% -352 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,872 $1.81M 0.12% +65 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,870 $1.8M 0.41% -1,030 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,868 $1.8M 0.15% -500 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 1,865 $1.8M 0.49% -33 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,864 $1.8M 0.11% -135 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,863 $1.8M 0.09% +277 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,858 $1.79M 0.22% -155 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,846 $1.78M 0.54% -920 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,844 $1.78M 0.21% -17 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,840 $1.78M 0.54% -368 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,823 $1.76M 0.03% +161 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,814 $1.76M 0.06% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,814 $1.75M 0.58% +1,048 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 1,813 $1.75M 0.32% -1,037 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,810 $1.75M 0.46% -500 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,802 $1.74M 0.2% +249 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,795 $1.73M 0.03% -107 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,790 $1.73M 0.89% +50 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,785 $1.72M 0.38% -75 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,781 $1.72M 0.62% -334 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,774 $1.71M 0.3% +1,517 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,768 $1.71M 0.02% -12,026 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,767 $1.7M 0.52% -1,885 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,760 $1.7M 0.16% -198 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,749 $1.69M 0.4% -30 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,749 $1.69M 0.14% -13 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,735 $1.67M 0.57% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,732 $1.67M 0.08% +31 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,713 $1.65M 0.04% -3,270 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,711 $1.65M 0.15% -354 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,705 $1.65M 0.04% +350 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,699 $1.64M 0.11% +598 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,682 $1.62M 0.03% -1,123 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,673 $1.61M 1.06% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,666 $1.61M 0.07% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,660 $1.6M 0.03% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,655 $1.6M 0.11% +95 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,648 $1.59M 0.25% -1,613 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,645 $1.59M 0.08% +19 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,639 $1.58M 0.04% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,639 $1.58M 0.05% +534 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,631 $1.57M 0.2% new 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,619 $1.56M 0.01% +202 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,615 $1.56M 0.14% +335 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,606 $1.55M 0.03% -776 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,600 $1.54M 0.77% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,600 $1.54M 0.23% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,595 $1.54M 0.04% +314 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,662 $1.52M 0.09% +263 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,563 $1.51M 0.29% +713 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,554 $1.5M 0.01% -632 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,551 $1.5M 0.16% -360 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,544 $1.49M 0.28% 0 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 1,544 $1.49M 0.25% -5,696 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,535 $1.48M 0.22% +613 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,525 $1.47M 0.13% -68 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,525 $1.47M 0.03% -650 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 1,523 $1.47M +624 Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,518 $1.46M <0.01% -1,074 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,511 $1.46M 0.02% +10 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,508 $1.46M 0.22% -31 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,500 $1.45M 0.12% +11 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,487 $1.44M 0.02% new 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,485 $1.43M 0.21% -10 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 1,480 $1.43M 1.55% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,479 $1.43M 0.12% -28 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,469 $1.42M 0.26% +62 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,469 $1.42M -23 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,459 $1.41M 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,454 $1.4M 0.87% -2,001 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,450 $1.4M 0.25% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,450 $1.4M 0.21% -284 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,442 $1.39M 0.17% +10 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,735 $1.39M 0.75% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,439 $1.39M 0.14% +187 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,438 $1.39M 0.36% -37 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,433 $1.38M 0.02% +43 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 1,429 $1.38M +461 Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,428 $1.38M 0.38% -1,823 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,420 $1.37M 0.05% -2,236 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,411 $1.36M <0.01% +711 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,408 $1.36M 0.02% +25 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,405 $1.36M 0.04% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 1,403 $1.35M 0.46% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,400 $1.35M 0.47% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,515 $1.35M 0.03% +708 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,397 $1.35M 0.39% +633 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,393 $1.34M 0.25% 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 1,390 $1.34M 2.83% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,388 $1.34M 0.07% -297 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,387 $1.34M 0.02% -270 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 1,386 $1.34M 0.24% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,382 $1.33M 0.01% +537 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,379 $1.33M 0.06% +325 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,376 $1.33M 0.31% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,370 $1.32M 0.15% -818 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,369 $1.32M 0.08% +130 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,366 $1.32M 0.22% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,360 $1.31M 0.21% +6 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,354 $1.31M 0.25% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,340 $1.29M 0.5% +28 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,335 $1.29M 0.03% +52 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,333 $1.29M 0.16% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,331 $1.28M 0.35% -11 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,328 $1.28M 0.53% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,325 $1.28M 0.09% +304 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,321 $1.27M 0.02% +99 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,314 $1.27M 0.35% -65 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,296 $1.25M 0.06% +47 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,294 $1.25M 0.08% -2,565 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,436 $1.25M 0.11% -5 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,290 $1.24M 0.02% -7,925 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,284 $1.24M 0.14% -180 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,280 $1.24M 0.13% +105 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,277 $1.23M 0.28% +523 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,534 $1.23M 0.07% +57 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,269 $1.22M 0.8% +3 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,266 $1.22M 0.14% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,265 $1.22M 0.6% -284 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,265 $1.22M 0.04% +754 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,264 $1.22M 0.11% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,257 $1.21M 0.1% -228 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,252 $1.21M 0.05% +102 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,250 $1.21M 0.69% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,247 $1.2M 0.9% -1,692 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,246 $1.2M 0.28% +306 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,245 $1.2M 0.02% +258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,240 $1.2M 0.04% +7 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,238 $1.2M 0.61% -159 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,238 $1.19M 0.04% +148 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,229 $1.19M 0.11% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,220 $1.18M 0.1% -673 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,214 $1.17M <0.01% +255 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,211 $1.17M 0.33% +129 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,211 $1.17M 0.1% -1,641 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 1,210 $1.17M 0.01% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,200 $1.16M 0.21% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,197 $1.16M 0.07% -104 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,187 $1.15M 0.03% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,185 $1.14M 0.25% -54 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,171 $1.13M 0.14% +380 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,170 $1.13M 0.02% -1,138 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,167 $1.13M 0.17% -105 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,166 $1.12M 0.08% -19 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,163 $1.12M 0.06% +144 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 1,225 $1.12M 1.29% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,160 $1.12M 0.27% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,158 $1.12M 0.09% new 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,158 $1.12M 0.66% -149 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,148 $1.11M 0.26% -1,555 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,141 $1.1M 0.27% +206 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,136 $1.1M 0.02% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,124 $1.08M 0.11% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,122 $1.08M 0.01% +44 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,118 $1.08M 0.05% +339 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,113 $1.07M 0.08% +640 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,107 $1.07M 0.04% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,106 $1.07M 0.52% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,104 $1.07M 0.38% -1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,103 $1.06M 0.34% +738 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,100 $1.06M <0.01% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,096 $1.06M +574 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,091 $1.05M 0.04% +719 13F-HR Timeline