BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,693 $1.07M 0.7% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,693 $1.07M 0.76% new 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,690 $1.06M 0.19% +700 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,691 $1.05M 0.13% -165 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,656 $1.05M 0.1% -7,429 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,638 $1.04M 0.06% +2,024 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,634 $1.04M 0.12% +54 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,630 $1.04M 0.09% -632 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,624 $1.04M 0.03% +198 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,611 $1.03M 0.62% +165 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,602 $1.03M 0.36% +67 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,600 $1.03M 0.25% -700 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,590 $1.02M 0.02% +1,374 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,594 $1.02M 0.15% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,576 $1.02M 0.02% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,591 $1.02M 0.06% +200 13F-HR/A Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,550 $1.01M 0.22% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,549 $1.01M 0.44% -70 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,542 $1.01M 0.05% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,535 $1M 0.04% +329 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,525 $999K 0.13% -100 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,514 $997K 0.39% -4,932 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,516 $996K 0.07% +744 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,513 $994K 0.25% -2 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,496 $988K 0.01% +239 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,482 $982K 0.03% -69 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,464 $975K 0.03% -1,169 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,463 $974K 0.98% -15 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,459 $973K 0.24% +15 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,453 $972K -2,207 Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,451 $970K 0.74% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,448 $969K 0.07% -29 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,447 $968K 0.32% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,444 $967K 0.73% -5 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,436 $966K 0.06% +1 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,431 $962K 0.27% -26 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,430 $961K 0.05% +550 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,401 $950K 0.04% -555 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,395 $948K 0.06% +15 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,392 $946K 0.4% -13 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,390 $946K 0.16% +30 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,388 $945K 0.84% -8 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,380 $942K <0.01% 0 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,375 $940K 0.15% -1,783 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,372 $939K 0.29% +100 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,372 $938K 0.04% +273 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,371 $938K 0.28% 0 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 2,364 $935K 0.04% -48 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,362 $934K 0.26% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,355 $932K 0.07% -100 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,351 $930K 0.01% +48 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,350 $930K 0.05% +1,039 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,357 $925K 0.15% +160 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,319 $918K 0.16% +3 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,267 $897K 0.13% +2 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,260 $894K 0.44% +124 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,257 $893K 0.16% +10 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,250 $890K 0.11% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,208 $885K 0.3% +262 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,238 $885K 0.61% +20 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,223 $879K 0.16% -481 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,222 $879K 0.02% +90 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,219 $878K 0.05% +135 13F-HR Timeline Group EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,229 $878K 0.02% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,211 $875K 0.05% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,208 $874K 0.05% +377 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,205 $872K 0.05% +15 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,205 $872K 0.1% +1,046 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,203 $872K 0.05% 0 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,203 $872K 0.08% +202 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,187 $865K 0.62% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,183 $864K 0.37% +139 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,182 $863K 0.03% -12 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,179 $862K 0.24% +3 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,170 $859K 0.05% -78 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,170 $859K 0.05% -3 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,160 $855K 0.99% 0 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 2,156 $853K 0.64% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,154 $852K 0.5% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,149 $850K 0.02% -16 13F-HR Timeline Group Provident Investment Management, Inc. 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More: the full row for Avantax Planning Partners, Inc. 2,111 $835K 0.03% +90 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,110 $835K 0.08% -501 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,101 $831K 0.25% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,100 $831K 0.04% -1,000 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,097 $830K 0.43% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,095 $829K 0.08% -72 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,091 $827K 0.08% -12 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,091 $827K 0.23% +2 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,090 $827K 0.15% -44 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,078 $822K 0.2% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,074 $821K 0.17% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,061 $815K 0.05% +8 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,055 $813K 0.43% -159 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,049 $810K 0.06% +1,125 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,047 $810K 0.11% -15 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,043 $808K 0.04% -179 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,041 $807K 0.18% +328 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,036 $806K 0.02% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,032 $804K 0.22% -19 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,029 $803K 0.56% +10 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,027 $802K 0.22% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,014 $797K 0.05% -106 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 2,013 $796K 0.45% +212 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,005 $793K 0.09% +490 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,000 $791K 0.01% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,000 $791K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,976 $782K 0.05% +236 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,972 $780K 0.01% -131 13F-HR Timeline Group VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,971 $780K 1.64% +8 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,969 $779K 0.02% +9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,966 $778K 0.1% +385 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,965 $777K 0.27% -6 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,962 $776K 0.08% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,956 $774K 0.21% +1,097 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,950 $771K 0.28% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,943 $769K 0.1% -23 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,939 $768K 0.07% +396 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 1,939 $767K 0.02% +20 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,937 $766K 0.38% +3 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,934 $765K 0.3% +363 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,932 $764K +765 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,925 $762K 0.03% +35 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,931 $760K 0.04% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,911 $756K 0.01% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,901 $752K <0.01% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,900 $752K 0.02% -50 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,900 $752K 0.08% +39 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,899 $751K 0.03% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,898 $751K 0.05% +214 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,898 $751K 0.11% +264 13F-HR Timeline Coordinated Financial Services, Inc. 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