LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,527 $647K 0.16% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,512 $645K 0.07% -325 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,481 $639K 0.22% +170 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 3,450 $633K 0.42% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,439 $631K 0.02% -1,910 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,417 $627K 0.01% -74 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,408 $625K 0.03% +3,337 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,407 $625K 0.02% +1,062 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,369 $618K 0.08% +752 13F-HR Timeline TLWM More: the full row for TLWM 3,351 $615K 0.12% +32 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,345 $614K 0.53% -835 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,550 $613K 0.01% -1,546 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,308 $607K 0.12% +682 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,235 $594K 0.3% +821 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,217 $591K new Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,217 $590K 0.08% -4,358 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 3,202 $588K 0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,194 $586K 0.23% -71 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,165 $581K 0.46% -50 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 3,161 $580K 0.01% 0 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,133 $575K 0.03% -23,487 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,123 $573K <0.01% -320 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,110 $571K 0.01% +839 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,109 $571K 0.01% +218 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,109 $571K 0.16% -260 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,092 $567K 0.47% -111 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,075 $564K 0.31% +1,022 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,067 $563K 0.01% -2,546 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,051 $560K 0.03% +815 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,044 $559K 0.03% +167 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,036 $557K 0.32% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,025 $555K 0.03% -856 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,018 $554K 0.14% -1,061 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,012 $553K -22,801 Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,009 $552K 0.36% -3,992 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,000 $551K 0.02% +2,023 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,998 $550K 0.12% -861 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,978 $547K 0.05% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,975 $546K 0.02% -259 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,974 $546K 0.01% -77 13F-HR/A Timeline Vestcor Inc More: the full row for Vestcor Inc 2,970 $545K 0.02% -993 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,942 $540K 0.14% -9,822 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,939 $539K 0.02% -1,082 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,924 $537K 0.32% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,896 $531K 0.06% -8 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,864 $526K 0.01% -3,232 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,863 $525K 0.02% 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,830 $519K 0.07% +538 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,819 $517K 0.14% +153 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,796 $513K 0.02% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,751 $505K 0.06% +446 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,750 $505K 0.04% -598 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,726 $500K 0.06% -106 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,715 $498K 0.38% +268 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,723 $497K 0.01% +103 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,825 $496K 0.08% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,700 $496K 0.01% +60 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,688 $493K 0.36% +785 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,675 $491K 0.01% -206 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,669 $491K 0.04% +196 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,672 $490K 0.09% -1,162 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,656 $487K <0.01% new 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 2,648 $486K 0.05% -210 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,635 $484K 0.01% +6 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,635 $484K 0.24% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,627 $482K 0.57% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,618 $480K <0.01% -460 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 2,587 $475K 0.18% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,565 $471K 0.02% +561 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,564 $471K <0.01% -3,051 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,554 $469K 0.33% +1,097 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 2,545 $467K 0.35% -350 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,526 $464K 0.1% -374 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,521 $463K 0.14% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,517 $462K <0.01% +13 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,513 $461K 0.13% +940 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,500 $459K 0.48% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,495 $458K <0.01% +187 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,484 $456K 0.1% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,475 $454K 0.13% -250 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,458 $451K <0.01% -4,602 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,440 $448K 0.04% -12 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,435 $447K 0.02% +747 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,426 $445K 0.02% -290 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 2,417 $444K 0.24% -7,800 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,407 $442K 0.1% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 2,400 $440K 0.04% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,396 $440K 0.03% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,394 $439K 0.01% +1,425 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,394 $439K 0.03% +559 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,381 $437K 0.03% +659 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,293 $435K 0.01% +43 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,358 $433K 0.16% -171 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,358 $433K 0.26% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,340 $429K 0.03% -104 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,334 $428K 0.18% +399 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,332 $428K 0.27% -1,993 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,330 $428K 0.03% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,325 $427K 0.06% -2,224 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,308 $424K 0.02% +261 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,273 $417K 0.03% +1,103 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,270 $417K 0.08% +970 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,259 $415K 0.19% +761 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,250 $413K 0.05% -790 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,242 $412K <0.01% +65 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,233 $410K 0.1% -25 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,224 $408K 0.22% -106 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,215 $406K 0.22% -480 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,208 $405K <0.01% +137 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,201 $404K 0.02% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,200 $404K 0.12% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,196 $403K 0.03% +641 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,175 $399K 0.23% -1,557 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,161 $397K 0.18% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,159 $396K 0.03% -2,985 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,146 $394K 0.11% +1 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,131 $391K 0.02% -4,608 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,127 $390K 0.21% +189 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,125 $390K 0.16% +7 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,203 $390K 0.03% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,103 $386K 0.12% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,069 $382K 0.01% +1,328 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,083 $382K 0.04% +645 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,079 $382K 0.06% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,063 $379K 0.01% -65,064 13F-HR/A Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,038 $374K 0.01% -929 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,036 $374K 0.29% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,035 $373K <0.01% +308 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,023 $371K 0.01% +1,079 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,014 $370K 0.19% +296 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,008 $368K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $367K 0.05% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,999 $367K 0.27% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,998 $367K 0.02% +173 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,960 $364K 0.28% -194 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,965 $361K 0.01% +1,225 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,960 $360K 0.01% -730 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 1,940 $356K 0.01% -1,933 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,922 $353K 0.27% +99 13F-HR/A Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,921 $353K 0.01% -340 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,907 $350K 0.01% -410 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,901 $349K 0.03% +2 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,895 $348K 0.18% -665 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,889 $347K 0.01% +651 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,886 $346K 0.12% -135 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,884 $346K 0.2% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,881 $345K 0.01% -2,317 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,870 $343K <0.01% -2,931 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,869 $343K 0.01% -18,273 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,867 $343K <0.01% -435 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,860 $341K 0.03% -105 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,860 $341K 0.05% -3 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,860 $341K 0.02% -1,258 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,845 $339K 0.09% -13,183 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,842 $338K 0.06% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,818 $334K 0.05% +255 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,813 $333K 0.01% -915 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,800 $330K 0.04% -4,500 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,800 $330K 0.15% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,783 $327K 0.04% -242 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,777 $326K 0.01% -102 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,776 $326K 0.01% -393 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,761 $323K 0.18% -116 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,751 $321K 0.04% new 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,749 $321K 0.15% -1,039 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,697 $318K <0.01% -820 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 1,730 $317K 0.08% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,726 $317K 0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,693 $315K 0.04% -15 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,706 $313K 0.06% +786 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,700 $312K 0.02% -2,888 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,694 $311K 0.02% -9,534 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,682 $309K 0.01% -3,830 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,642 $301K 0.04% -26 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,640 $301K 0.03% +349 13F-HR/A Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,640 $301K 0.14% -762 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,634 $300K <0.01% -21,251 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,628 $299K 0.03% -20 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,620 $297K 0.04% +315 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,579 $296K 0.13% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,610 $295K 0.07% +12 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,602 $294K <0.01% +18 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,600 $294K 0.04% -24 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,592 $292K 0.02% -262 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,590 $292K 0.05% -31 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,561 $292K 0.09% -648 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,584 $291K 0.03% +155 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 1,577 $289K -1,590 Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,574 $289K 0.06% -574 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,573 $289K 0.01% -15 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,572 $289K 0.12% +37 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,563 $287K 0.06% -479 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,631 $286K 0.05% +1,572 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,545 $284K <0.01% -462 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 1,533 $281K 0.08% -109 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,516 $278K 0.08% -1,241 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,511 $277K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,508 $277K <0.01% -2,253 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,507 $277K <0.01% +25 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,497 $275K 0.01% -3,778 13F-HR/A Timeline