XML Financial, LLC More: the full row for XML Financial, LLC 2,941 $967K 0.08% -117 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,935 $964K 0.09% -409 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,927 $962K 0.01% +151 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,920 $959K 0.69% -10 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,896 $952K 0.77% -684 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,882 $949K 0.15% +102 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,878 $946K 0.04% -11 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,878 $946K 0.12% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,878 $946K 0.09% -1,823 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,875 $945K 0.01% +264 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,870 $943K 0.01% -13,571 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,888 $942K 0.16% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,881 $939K 0.04% +1,325 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,852 $937K 0.13% -875 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,828 $932K 0.09% -126 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,803 $924K 0.03% +1,551 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,809 $923K 0.2% -497 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,808 $923K 0.06% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,806 $922K 0.04% +264 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,805 $922K 0.08% -47 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,922 $921K 0.05% -30,647 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,794 $918K 0.11% +100 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,604 $915K 0.04% -85 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,772 $911K 0.18% -29 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,771 $911K 0.18% -574 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,766 $909K 0.06% +299 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,762 $908K 0.77% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,761 $907K 0.06% -4,818 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,760 $907K 0.03% +308 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,752 $907K 0.02% -289 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,755 $905K 0.22% -124 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,728 $896K 0.02% -67 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,715 $894K 0.03% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,712 $891K 0.23% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,710 $891K 0.25% -6 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,709 $890K 0.34% +1,212 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,704 $889K 0.06% +440 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,701 $888K 0.02% -1,494 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,699 $887K 0.02% -323 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 2,695 $886K 0.31% -21 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,695 $886K 0.31% new 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,693 $885K 0.7% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,693 $885K 0.3% -245 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,691 $884K 0.34% -200 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,684 $882K 0.14% +14 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 2,683 $882K 0.39% -5,624 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,678 $880K 0.13% +31 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,672 $878K 0.06% +404 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,556 $878K 0.1% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,651 $871K <0.01% +271 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,650 $871K 0.12% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,631 $865K +1,122 Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,610 $858K 0.32% +220 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,605 $856K 0.24% +11 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,591 $851K 0.05% +84 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,589 $851K 0.29% +216 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,583 $849K 0.57% -16 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,553 $848K 0.16% -3,711 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,558 $841K 0.16% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,481 $839K 0.03% +1,315 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,538 $837K 0.02% -2,829 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,542 $835K 0.11% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,535 $833K 0.23% +131 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,527 $830K 0.05% +981 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,523 $829K 0.01% +160 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,520 $828K 0.04% +594 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,517 $827K 0.68% +38 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,516 $827K 0.03% -1,505 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,512 $825K 0.26% +5 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,508 $824K 0.08% -80 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,501 $822K 0.34% +43 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,500 $821K 0.19% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,489 $818K 0.2% +1 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,484 $817K 0.11% -16 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,480 $815K 0.41% -140 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,466 $810K 0.06% -50 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,447 $804K 0.45% +3 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,446 $804K 0.59% +165 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,439 $801K 0.09% +750 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,436 $800K 0.2% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,435 $800K 0.2% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,417 $796K 0.19% +324 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,417 $794K 0.05% -11 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,404 $790K +142 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,403 $790K 0.06% -138 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,326 $789K 0.09% +713 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,401 $789K 0.03% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,395 $787K 0.48% -1,192 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,391 $787K 0.17% -34 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,387 $784K 0.26% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,371 $779K 0.21% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,360 $776K 0.04% +1,217 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,353 $773K 0.41% +41 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,351 $773K 0.04% +1,286 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,347 $771K 0.04% -29 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,330 $766K 0.22% -950 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,326 $764K 0.34% -949 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,326 $764K 0.22% -254 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,308 $761K 0.04% -21 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,310 $759K 0.76% -40 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,290 $753K 0.28% -82 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,290 $752K 0.68% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,289 $752K 0.05% +60 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,283 $750K 0.02% +29 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,278 $749K 0.26% -20 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,276 $748K 0.09% +42 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,275 $748K 0.06% -50 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,273 $747K 0.09% +382 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,269 $745K 0.48% +16 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,266 $745K 0.12% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,258 $742K 0.17% -910 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,252 $742K 0.14% -303 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,250 $741K 0.01% -2,647 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,256 $741K 0.04% +372 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,250 $739K 0.36% +26 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,246 $738K 0.08% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,243 $737K 0.09% +2 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,230 $733K 0.04% -105 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,142 $732K 0.07% +1,126 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 2,206 $727K 0.51% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,205 $725K 0.05% +504 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,220 $724K 0.04% -124 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,189 $719K 0.17% +4 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,188 $719K 0.03% +96 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,185 $718K 0.02% -236 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,185 $718K 0.02% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,185 $718K 0.03% +18 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,184 $718K 0.69% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,183 $717K 0.07% +175 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 2,182 $717K 0.59% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,176 $715K 0.03% -10 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,175 $715K 0.09% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,169 $713K 0.05% -404 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,168 $712K 0.49% -19 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,161 $712K 0.33% +1,618 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 2,166 $712K 0.03% +20 13F-HR Timeline Group NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,160 $710K 0.75% 0 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,157 $709K 0.04% -190 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,144 $705K 0.01% +146 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,142 $704K 0.02% -1,105 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,142 $704K 0.01% -13,628 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,140 $703K 0.07% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,139 $703K 0.13% -376 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,123 $698K 0.11% -100 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,114 $695K 0.01% -8 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,110 $694K 0.03% -2,399 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,110 $693K 0.13% -140 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,090 $687K 0.2% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,085 $687K 0.01% +1,158 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,087 $686K 0.1% -114 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,085 $685K 0.02% -7 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,083 $685K 0.1% +59 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,069 $680K 0.4% +20 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,068 $680K 0.13% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,063 $678K 0.02% -1,145 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 2,062 $678K 0.07% -2,501 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 2,061 $676K 0.05% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,055 $675K 0.02% +75 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,046 $675K 0.07% +98 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,050 $674K 0.03% -300 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,044 $672K 0.09% -10 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,910 $671K 0.06% 0 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,041 $671K 0.35% -15 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,037 $669K 0.03% -2,529 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,037 $669K 0.22% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,933 $669K 0.28% +973 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,024 $667K 0.05% -361 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,037 $667K 0.04% -81 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,028 $666K 0.04% +52 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,028 $666K 0.01% -568 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,021 $665K 0.04% -1,852 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,021 $664K 0.03% -255 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,020 $664K 0.45% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,019 $663K 0.04% +1,128 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,017 $663K 0.13% -671 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,009 $660K 0.06% +111 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,006 $659K 0.23% +190 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,002 $658K 0.01% -63 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,996 $658K 0.13% -27 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,000 $657K 0.42% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,000 $657K 0.11% +751 13F-HR Timeline Group Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,000 $657K 0.01% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,999 $657K 0.02% -3,791 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,993 $657K 0.06% +492 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,986 $654K 0.04% +77 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 1,892 $650K 0.23% -794 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,977 $650K 0.01% -4 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,976 $649K 0.05% -283 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,974 $649K 0.05% +377 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,974 $649K 0.07% -2 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,965 $646K 0.03% -11 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,953 $642K 0.07% +9 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,946 $639K 0.13% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,945 $639K 0.03% +197 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,943 $638K 0.19% -11 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,939 $637K 0.29% +2 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,930 $634K 0.25% -79 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,917 $630K 0.02% -29 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,915 $629K 0.13% -39 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,911 $628K 0.15% -282 13F-HR Timeline