SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,807 $474K 0.02% -315 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,796 $473K 0.22% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 4,762 $470K 0.09% -84 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,754 $469K 0.38% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,726 $466K 0.13% -631 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,723 $466K 0.08% +984 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4,703 $464K 0.1% +85 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,700 $464K 0.12% -277 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,699 $464K 0.03% -142 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,695 $463K 0.05% +290 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,679 $462K 0.02% -3 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,676 $461K 0.34% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,661 $460K 0.01% -581 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,658 $460K 0.23% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,645 $458K 0.03% +259 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,594 $453K 0.01% -294 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,593 $453K 0.2% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,592 $453K 0.17% +641 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,572 $451K 0.03% +433 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,551 $449K 0.11% +187 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,538 $448K 0.01% -2,048 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 4,522 $446K 0.13% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,482 $442K 0.06% -1,046 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,266 $441K 0.04% -1,504 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,470 $441K 0.08% -170 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,456 $440K 0.02% -12 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,426 $437K 0.05% -244 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,418 $436K 0.03% +3,063 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,416 $436K 0.04% -203 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,412 $435K 0.14% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,400 $434K 0.02% -1,193 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,255 $433K <0.01% -18,896 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,362 $430K 0.07% +900 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,342 $428K 0.03% -704 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,330 $427K 0.05% +531 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,300 $424K 0.22% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,276 $422K 0.35% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,263 $421K 0.15% +1,076 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,243 $419K 0.02% -553 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,239 $418K 0.41% -158 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,214 $416K 0.47% +953 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,211 $415K 0.06% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,192 $414K 0.18% -336 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,184 $413K 0.2% +1,192 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,182 $413K 0.26% +1,906 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,176 $412K 0.01% -5,086 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,172 $412K 0.02% -1,755 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,166 $411K 0.08% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,156 $410K 0.1% +152 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,149 $409K 0.18% -296 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,148 $409K 0.19% +571 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,145 $409K 0.01% -1,091 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,112 $406K 0.24% +69 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,098 $404K 0.25% -28 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,095 $404K 0.01% -379 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,082 $403K 0.01% -266 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,072 $402K 0.03% +92 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,066 $401K 0.01% +129 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,065 $401K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,052 $400K 0.04% -14,159 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,044 $399K 0.04% +1,277 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,033 $398K 0.01% 0 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,021 $397K 0.12% -881 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,000 $395K 0.05% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 4,000 $395K 0.86% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,992 $394K 0.19% -3 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,992 $394K 0.04% -281 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,962 $391K 0.01% +500 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,962 $391K 0.26% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,952 $390K 0.03% -415 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,942 $389K <0.01% -40,452 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,926 $387K 0.06% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,908 $386K 0.32% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,897 $384K 0.09% -1,711 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,587 $383K 0.22% -635 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,874 $382K 0.01% +371 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,859 $381K 0.01% -276 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,844 $379K 0.01% -769 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,843 $379K 0.19% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,825 $377K 0.06% +444 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,840 $377K 0.1% -26 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,819 $377K 0.02% +732 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,817 $377K 0.02% -167 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,812 $376K 0.01% +1,901 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,589 $376K 0.14% +239 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,805 $375K 0.03% -193 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,800 $375K 0.11% +120 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,636 $375K 0.11% -232 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,793 $374K 0.12% -845 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,791 $374K 0.06% -418 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,779 $373K 0.07% +729 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,772 $372K 0.14% -640 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,769 $372K 0.18% -1,255 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,766 $372K 0.02% -160 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,759 $371K 0.02% -357 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,754 $370K 0.28% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,743 $369K 0.13% +441 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,740 $369K 0.26% -141 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,729 $368K <0.01% +150 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,724 $367K <0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,720 $367K 0.12% +621 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,711 $366K 0.04% -117 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,675 $363K 0.16% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,650 $360K 0.07% -342 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,656 $360K 0.12% -725 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,646 $360K 0.01% -17,024 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,630 $358K 0.16% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,607 $356K 0.3% +860 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,605 $356K 0.06% +81 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,605 $356K 0.03% -200 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,601 $355K 0.06% +1,794 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,567 $352K 0.24% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,563 $351K 0.09% -319 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,552 $350K 0.08% -2,615 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,548 $350K 0.24% -25 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,544 $350K 0.02% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,542 $349K 0.06% +900 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,536 $349K 0.03% +742 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,534 $349K 0.06% -453 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,533 $348K 0.11% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,531 $348K 0.08% +707 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,520 $347K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,509 $346K 0.02% +228 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,507 $346K 0.02% 0 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,493 $345K 0.05% -500 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,488 $344K 0.03% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,486 $344K 0.01% +87 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,289 $342K 0.2% +11 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,404 $342K 0.01% -771 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,467 $342K 0.11% -382 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 3,466 $342K 0.1% new 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,445 $340K 0.26% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,428 $338K 0.01% -767 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 3,252 $338K 0.13% -309 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,421 $338K 0.16% +1,184 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,418 $337K 0.13% +1,048 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,405 $336K 0.05% -2,076 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,404 $336K 0.15% -690 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,392 $335K 0.21% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,252 $334K 0.08% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,376 $333K 0.23% -25 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,365 $332K 0.01% -900 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,362 $332K 0.01% -56 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,354 $331K 0.01% -3 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,353 $331K 0.02% +9 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,350 $330K 0.19% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,347 $330K 0.03% +96 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,335 $329K 0.01% -1,000 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,334 $329K 0.04% -720 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,334 $329K 0.02% +879 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 3,318 $327K 0.21% -10,264 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,310 $327K 0.03% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,309 $326K 0.03% -9,736 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,307 $326K 0.05% +200 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,305 $326K 0.07% -935 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,302 $326K 0.07% +36 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,301 $326K 0.03% -38,214 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,300 $326K 0.12% +150 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,280 $324K 0.13% -50 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,279 $324K 0.03% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,277 $323K 0.34% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,272 $323K 0.04% +1,352 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,269 $322K 0.08% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,255 $321K +55 Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,252 $321K 0.01% -552 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,227 $318K 0.01% -1,229 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,215 $317K 0.01% +127 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,202 $316K 0.08% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,180 $314K 0.07% +265 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,167 $312K 0.02% -75 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,155 $312K 0.08% +826 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,965 $311K 0.05% +182 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,147 $310K 0.01% +1,029 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,147 $310K 0.02% -473 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,141 $310K 0.01% -1,041 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,139 $310K 0.04% -1,916 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,116 $307K 0.07% +277 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,107 $307K 0.08% -2,882 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,106 $306K 0.06% +850 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 3,085 $304K 0.01% -9,984 13F-HR Timeline Group Wealth Forward, LLC More: the full row for Wealth Forward, LLC 3,084 $304K 0.2% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,081 $304K 0.02% -201 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,078 $304K <0.01% -100,250 13F-HR/A Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,068 $303K 0.09% +620 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,050 $301K 0.27% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,037 $300K <0.01% -78 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,032 $299K 0.01% +3,004 13F-HR Timeline Group SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 3,024 $298K 0.01% -44,550 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,018 $298K 0.02% +150 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,020 $298K 0.05% -370 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,020 $298K 0.05% -538 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,018 $298K 0.09% -7,787 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,010 $297K 0.06% -30 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,000 $296K 0.2% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $296K 0.05% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,998 $296K 0.1% -15,527 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 2,995 $295K 0.01% +372 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,990 $295K 0.04% +235 13F-HR Timeline Group IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,990 $295K 0.14% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,983 $294K +125 Timeline