PDS Planning, Inc More: the full row for PDS Planning, Inc 7,141 $1.14M 0.08% +271 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,141 $1.14M 0.12% +227 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,140 $1.14M 0.04% +850 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,029 $1.14M 0.14% +508 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,072 $1.13M 0.08% -211 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,072 $1.13M 0.04% +421 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,071 $1.13M 0.09% +1,461 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,063 $1.13M 0.04% -61 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 7,072 $1.13M 0.05% -50,627 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 7,040 $1.12M 0.63% -1,129 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,019 $1.12M 0.11% +244 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 7,017 $1.12M 0.46% +5 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,013 $1.12M 0.07% +1,113 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,617 $1.12M 0.11% +282 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,165 $1.12M 0.07% +2,513 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $1.12M 0.34% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,988 $1.12M 0.4% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,981 $1.11M 0.1% +1,978 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,945 $1.11M 0.12% -30 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,932 $1.11M 0.18% -254 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,930 $1.11M 0.05% -1,927 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,854 $1.1M 0.15% -289 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 6,854 $1.1M 0.73% +137 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,873 $1.1M 0.11% +379 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,865 $1.1M 0.2% +454 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,836 $1.09M 0.32% -49 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,820 $1.09M 0.02% +50 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,816 $1.09M 0.11% +3,092 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,815 $1.09M 0.05% +311 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,775 $1.08M 0.03% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,886 $1.08M 0.08% -1,042 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,739 $1.08M 0.06% -4,278 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 6,698 $1.07M 0.2% +2,271 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,789 $1.07M 0.07% -600 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,666 $1.06M 0.21% +26 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,651 $1.06M 0.22% -4 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,621 $1.06M 0.02% -35 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,613 $1.06M 0.05% +58 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,611 $1.06M 0.03% +1,896 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,602 $1.05M 0.44% +802 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,585 $1.05M 0.02% +483 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,585 $1.05M 0.06% +2,349 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 6,529 $1.04M 0.54% -2,859 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,526 $1.04M 0.74% -110 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,511 $1.04M 0.39% -484 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,508 $1.04M 0.07% +116 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,469 $1.03M 0.12% +85 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 6,465 $1.03M 0.87% +1 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,458 $1.03M 0.04% +611 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,453 $1.03M 0.35% +145 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 6,427 $1.03M 0.34% -41 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,419 $1.03M 0.21% +730 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,405 $1.02M 0.07% +4,697 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,403 $1.02M 0.07% +312 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,389 $1.02M 0.02% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 6,389 $1.02M 0.05% -5 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,366 $1.02M 0.04% +15 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,336 $1.01M 0.35% -302 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,334 $1.01M 0.1% +567 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,333 $1.01M 0.25% +4,842 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,318 $1.01M 0.16% -265 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,318 $1.01M 0.23% +1,487 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 6,314 $1.01M 0.32% -761 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,299 $1.01M 0.21% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,298 $1.01M 0.13% +531 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,261 $1000K 0.1% +2,375 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 6,227 $994K 0.61% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,208 $991K 0.03% -14 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,191 $989K 0.15% +237 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,185 $988K 0.03% -5,038 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,180 $987K 0.05% -625 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 6,174 $986K 0.35% +347 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,137 $980K 0.36% -890 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,135 $980K 0.06% +94 13F-HR Timeline Group Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,128 $979K 1.3% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,115 $977K 0.65% +2,300 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,096 $974K <0.01% +652 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,092 $973K 0.35% +300 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,077 $971K 0.19% +303 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,072 $970K 0.12% +492 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,024 $962K 0.09% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,022 $962K 0.03% +2,055 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,018 $961K 0.55% -587 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farmers National Bank More: the full row for Farmers National Bank 6,008 $959K 0.21% +252 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,002 $959K 0.22% +151 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,000 $958K 0.2% -519 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,994 $957K 0.02% new 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,975 $954K 0.25% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,930 $953K 0.01% +423 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,953 $951K 0.58% -82 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 5,948 $950K 0.76% +241 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,934 $948K 0.39% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,928 $947K 0.58% +25 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,909 $944K 0.2% -222 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,906 $943K 0.41% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,900 $942K 0.84% -666 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 5,886 $940K 0.81% +876 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,895 $928K 0.25% -244 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,806 $927K 0.2% +25 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 5,794 $925K 0.13% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,854 $922K 0.07% +378 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,771 $922K 0.12% +1,615 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,765 $921K 0.06% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,744 $917K 0.69% +154 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,736 $916K 0.12% +20 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,726 $914K 0.37% +26 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,713 $912K 0.1% +78 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,700 $910K 0.08% +473 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 5,692 $909K 0.26% -627 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,678 $907K 0.02% new 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5,662 $904K 0.31% +8 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,655 $903K 0.16% +130 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,638 $900K 0.15% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,625 $898K 0.33% +6 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,618 $897K 0.11% +1,026 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,616 $897K 0.45% +71 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,604 $895K 0.12% +704 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,598 $894K 0.34% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,596 $894K 0.08% +50 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,590 $893K 0.01% +288 13F-HR Timeline Group Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,584 $892K 0.04% +8 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,583 $892K 0.09% +240 13F-HR Timeline Asset Advisory Group, Inc. 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More: the full row for Finivi Inc. 5,492 $877K 0.48% +557 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,476 $875K 0.06% +418 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,468 $873K 0.14% -76 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,431 $867K 0.05% +1,028 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,425 $866K 0.07% -674 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 5,399 $862K 0.01% -3,650 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,388 $860K 0.05% -202 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,381 $859K 0.61% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,362 $856K 0.36% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,217 $845K 0.18% +1,566 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,280 $843K 0.24% -50 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,280 $843K 0.19% +150 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,269 $842K 0.03% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,252 $839K 0.03% +3,713 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,175 $827K 0.52% +52 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,161 $824K 0.1% -434 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,332 $824K 0.48% +42 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 5,120 $818K 0.04% -187,680 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,115 $817K 0.07% +42 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,096 $814K 0.13% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,026 $812K 0.07% +376 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,027 $803K 0.05% -124 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,000 $798K 0.25% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $798K 0.16% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,990 $797K 0.29% +649 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4,987 $796K 0.1% -1,310 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,976 $795K 0.09% +1,168 13F-HR Timeline Wealth Management Associates, Inc. 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Prosperity Capital Advisors 4,857 $776K 0.04% -72 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,855 $775K 0.6% +106 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,847 $774K 0.26% -2,803 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,840 $773K 0.29% -825 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 4,828 $771K 0.18% +4,078 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,818 $769K 0.09% +297 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,817 $769K 0.08% +302 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,811 $768K 0.09% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,811 $768K 0.04% -1,011 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,797 $766K 0.15% -5,705 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,790 $765K 0.25% -50 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,779 $763K 0.06% -332 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,778 $763K 0.09% -100 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,771 $762K 0.02% +2,935 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,770 $762K 0.09% new 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 4,753 $759K 0.02% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,749 $758K 0.03% +72 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,725 $755K 0.64% -130 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,713 $753K 0.24% +77 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,678 $747K 0.1% +1,451 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,670 $746K 0.04% +958 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. 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