FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,884 $1.07M 0.09% -456 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 2,880 $1.06M 0.3% -600 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,865 $1.06M 0.21% -36 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,857 $1.06M 0.26% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,852 $1.05M 0.12% -185 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,844 $1.05M 0.04% +146 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,341 $1.05M 0.02% -282 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,844 $1.05M 0.03% +220 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,826 $1.04M 0.43% -60 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,823 $1.04M 0.06% +1,420 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,804 $1.04M 0.36% -110 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,799 $1.03M 0.04% +264 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,781 $1.03M 0.21% +1 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,779 $1.03M 0.82% 0 13F-HR/A Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,764 $1.02M 0.01% +2,722 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 2,742 $1.01M 0.01% +1,617 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,741 $1.01M 0.02% +13 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,739 $1.01M 0.33% +137 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,725 $1.01M 0.02% +1,814 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. 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More: the full row for Valmark Advisers, Inc. 2,320 $858K 0.01% -31 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,310 $854K 0.01% +8 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,307 $853K 0.35% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,299 $850K 0.14% -20 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,299 $850K 0.01% -1,657 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,291 $847K 0.14% +34 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,285 $845K 0.05% +412 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,283 $844K 0.02% -181 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,281 $843K 0.33% +98 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,269 $839K 0.11% +2 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,267 $838K 0.14% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,266 $838K 0.11% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,259 $835K 0.03% -223 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,258 $835K 0.54% +20 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,256 $834K 0.65% +460 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,235 $826K 0.14% +12 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,215 $819K 0.44% +61 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,213 $818K 0.1% -37 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,211 $817K 0.05% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,202 $814K 0.12% -454 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,202 $814K 0.16% +161 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,191 $810K 0.03% +9 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,187 $809K 0.55% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,183 $807K 0.05% -20 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,182 $807K 0.22% +3 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,174 $804K 0.04% +4 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,172 $803K 0.01% +23 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,171 $803K 0.36% -89 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,163 $800K 0.01% +48 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 $798K 0.75% 0 13F-HR Timeline Group Ellevest, Inc. 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More: the full row for VanderPol Investments L.L.C. 2,056 $785K 1.52% +85 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,107 $779K 0.02% -115 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,098 $776K 0.38% +1 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,093 $775K 0.19% +2 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,097 $775K 0.23% +658 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,094 $774K 0.06% -1 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,090 $772K 0.09% -115 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,077 $768K 0.14% -13 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,077 $768K 0.02% -34 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,074 $767K 0.15% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 2,073 $766K 0.04% -1,853 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,070 $765K 0.38% +57 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,069 $765K 0.07% -50 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,068 $764K 0.05% +7 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 2,061 $761K 0.09% -822 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,049 $757K 0.47% +20 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,042 $755K 0.05% +246 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,040 $754K 0.44% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,035 $752K 0.04% +59 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,013 $744K 0.2% +1,624 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $741K 0.06% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,000 $739K 0.01% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 2,000 $739K 0.13% new 13F-HR Timeline Lazard Freres Gestion S.A.S. 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More: the full row for Vawter Financial, Ltd. 1,972 $729K 0.33% new 13F-HR/A Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,968 $728K 0.08% +224 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,959 $724K 0.23% -6 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,952 $722K 0.04% new 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,950 $721K 0.25% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,948 $720K 0.07% -14 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,944 $719K 0.04% -275 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 1,943 $718K 0.08% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,938 $716K 0.16% -140 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,937 $716K 0.34% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,933 $715K 0.16% -99 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,927 $713K 0.08% +454 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,928 $713K 0.02% -354 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 1,925 $712K 0.23% -3,810 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,923 $711K -530 Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,923 $711K <0.01% +22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,931 $709K 0.03% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,913 $707K 0.28% +18 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,911 $706K 0.01% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,909 $706K 0.03% +10 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,904 $704K 0.03% +27 13F-HR Timeline Coordinated Financial Services, Inc. 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