Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,713 $1.26M 0.27% -1,068 13F-HR Timeline KIZE CAPITAL LP More: the full row for KIZE CAPITAL LP 5,691 $1.26M 1.13% -8,500 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,658 $1.25M 0.04% -237 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,653 $1.25M 0.04% -5 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,651 $1.25M 0.02% +1,648 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,641 $1.25M 0.02% +12 13F-HR/A Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,638 $1.24M 0.1% +844 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,623 $1.24M 0.13% +2,650 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,593 $1.23M 0.13% -842 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,566 $1.23M 0.04% -158 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,548 $1.22M 0.08% +50 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,515 $1.22M 0.11% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,430 $1.2M 0.37% +62 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,405 $1.19M 0.03% +18 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,400 $1.19M 0.13% +651 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,351 $1.18M 0.03% -1,908 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,311 $1.17M 0.04% -36,814 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,285 $1.17M 0.14% -386 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,271 $1.16M 0.01% -113 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,249 $1.16M 0.4% +25 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,230 $1.15M 0.5% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,209 $1.15M 0.61% +1,330 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,200 $1.15M 0.04% -9 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,194 $1.15M 0.73% 0 13F-HR Timeline GRAND JEAN CAPITAL MANAGEMENT INC More: the full row for GRAND JEAN CAPITAL MANAGEMENT INC 5,153 $1.14M 0.26% -1,000 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,121 $1.13M 0.34% -26 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,112 $1.13M <0.01% -432 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,108 $1.13M 0.05% -200 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,127 $1.13M 0.24% +372 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,077 $1.12M 0.11% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,378 $1.12M 0.56% +3,303 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,063 $1.12M 0.61% +56 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,062 $1.12M 0.3% +44 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,058 $1.12M 0.23% 0 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,053 $1.12M 0.84% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,016 $1.11M 0.1% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,998 $1.1M 0.19% -68 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,983 $1.1M 0.2% +200 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,993 $1.1M 0.02% +1,364 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,963 $1.1M 0.56% +579 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,925 $1.09M 0.14% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,905 $1.08M 0.01% -2,101 13F-HR/A Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,895 $1.08M 0.11% 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 4,871 $1.08M 0.04% -481 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,861 $1.07M 0.01% +467 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,856 $1.07M 0.29% -138 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,854 $1.07M 0.75% -135 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,828 $1.07M 0.17% +103 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,812 $1.06M 0.29% +38 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 7,634 $1.06M 0.51% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,803 $1.06M 0.02% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,795 $1.06M 0.3% +727 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,782 $1.06M 0.02% -1,780 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,773 $1.05M 0.27% +40 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,762 $1.05M 0.42% -199 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,749 $1.05M 0.41% +434 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,731 $1.04M 0.15% -919 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,716 $1.04M 0.22% -702 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,715 $1.04M 0.09% +274 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,684 $1.03M 0.03% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,665 $1.03M 0.26% +144 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,637 $1.02M 0.19% 0 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,632 $1.02M 0.08% +216 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,623 $1.02M 0.05% -70,603 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,612 $1.02M 0.59% +18 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,576 $1.01M 0.02% -28 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,569 $1.01M 0.08% -13,907 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,548 $1M 0.06% +339 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,531 $1M 0.11% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,513 $996K 0.01% -152 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,510 $995K 0.01% -58 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 4,509 $995K 0.07% +3,438 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,478 $988K 0.22% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,431 $978K 0.63% -561 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,421 $976K 0.26% -278 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 4,410 $973K 0.01% new 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 4,410 $973K 2.66% -170 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,386 $968K 0.36% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,381 $967K 0.56% +107 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,345 $959K 0.27% -551 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,308 $951K 0.06% +3,985 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,306 $950K 0.08% -1,165 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,305 $950K 0.09% -200 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,304 $950K 0.07% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,302 $950K 0.5% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,283 $945K <0.01% -220 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,238 $935K 0.17% -8,320 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 4,197 $926K 0.06% -653 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,177 $922K 0.28% +820 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,169 $920K 0.2% +7 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,167 $920K 0.01% -5,833 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,161 $918K 0.44% +109 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,149 $916K 0.05% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,102 $905K 0.27% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,069 $898K 0.18% -528 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,063 $897K 0.54% +906 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,063 $897K 0.16% +650 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 4,049 $894K 0.02% +401 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,025 $888K 0.03% -764 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,015 $886K 0.94% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,975 $877K 0.49% 0 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,972 $877K 0.56% +335 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,943 $870K 0.05% +311 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,942 $870K 0.03% +164 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,690 $868K 0.77% -425 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,873 $855K 0.34% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,862 $852K 0.08% -122 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,857 $851K 0.01% +637 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,851 $850K 0.04% -303 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,850 $850K 0.53% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,797 $838K 0.02% -1 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,792 $837K 0.26% -95 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,751 $828K 0.25% -207 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,749 $828K 0.02% -115 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,743 $826K 1.8% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,691 $815K 0.04% +53 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,690 $814K 0.03% +350 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,687 $814K 0.25% +208 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,697 $813K 0.01% 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,681 $813K +78 Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,656 $807K 0.07% +1,792 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,648 $805K 0.11% +532 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,642 $804K 0.05% -14 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,639 $803K 0.03% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,637 $803K 0.23% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,585 $791K 0.03% +238 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,583 $791K 0.45% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,579 $790K 0.15% +65 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,567 $787K 0.01% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,636 $785K 0.02% +215 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,553 $784K 0.13% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,546 $783K 0.23% +16 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,537 $781K 0.09% -13,001 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,497 $772K 0.05% +24 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,483 $769K 0.02% 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,472 $766K <0.01% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,469 $766K 0.6% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,456 $763K 0.12% +149 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,429 $757K 0.37% +496 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,414 $754K 0.03% +1,478 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,377 $745K 0.09% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,496 $745K 0.02% 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,348 $739K 0.77% -89 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,346 $739K 0.2% -80 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,346 $739K 0.16% -296 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,344 $738K 0.4% +125 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 3,330 $735K 0.02% +50 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,330 $735K 0.15% 0 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 3,306 $731K <0.01% 0 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,309 $730K 0.04% +283 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,372 $728K 0.05% +964 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,299 $728K 0.07% -4,784 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,287 $726K 0.06% +44 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,277 $723K 0.2% 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,256 $719K <0.01% +21 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,257 $719K 0.4% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,250 $717K 0.57% -71 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,242 $716K 0.05% +401 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,214 $709K 0.02% -555 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,963 $705K 0.07% +99 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,191 $704K 0.02% -23,598 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,189 $704K 0.13% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,187 $703K 0.3% new 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 3,171 $700K 0.01% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,165 $699K 0.2% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,158 $697K 0.1% +43 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 3,157 $697K 0.11% -404 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,152 $696K 0.03% -354 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,150 $695K 0.63% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,131 $691K 0.21% +397 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,127 $690K 0.07% -346 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,124 $690K 0.05% +696 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,105 $685K 0.14% -517 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,103 $685K 0.1% -319 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,100 $684K 0.3% -20 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,099 $684K 0.13% +73 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,093 $683K 0.46% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,080 $680K 0.03% -500 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,045 $668K 0.23% -4,011 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,026 $668K 0.03% +32 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,018 $666K 0.5% 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 3,000 $662K 0.34% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,966 $655K 0.02% +105 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,950 $651K 0.35% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,900 $640K 0.04% 0 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 2,885 $637K 0.04% +85 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,883 $636K 0.07% +15 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,877 $635K 0.05% +858 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,872 $634K 0.13% +592 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,898 $625K 0.02% -585 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,821 $623K 0.02% +14 13F-HR/A Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,805 $619K 0.1% +1,000 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 2,796 $617K 0.05% -29 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,640 $615K 0.53% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,776 $613K 0.05% +77 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,760 $609K 0.32% +215 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 2,743 $605K 0.11% +1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,738 $604K 0.06% +17 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,729 $602K 0.03% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,722 $601K 0.09% -688 13F-HR/A Timeline