THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,773 $1.38M 0.09% -854 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,767 $1.38M 0.02% -33 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,755 $1.38M 0.64% +523 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,747 $1.38M 0.09% +38 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,741 $1.37M 0.61% +83 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,736 $1.37M 0.06% +117 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,720 $1.37M 0.01% +1,550 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,691 $1.36M 0.04% +898 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,627 $1.35M 0.58% +13 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,615 $1.34M 0.09% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,610 $1.34M 0.08% +5,381 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 5,602 $1.34M 0.11% -159 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,597 $1.34M 0.08% +110 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,596 $1.34M 0.08% -47 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,546 $1.33M 0.16% -467 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,540 $1.33M 0.23% +37 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,731 $1.32M 0.29% +846 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,504 $1.32M 0.55% +113 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,492 $1.31M 1.03% -1,492 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,450 $1.3M 0.02% -2,933 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,444 $1.3M 0.13% -3,905 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,441 $1.3M 0.05% +539 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,394 $1.29M 0.03% +694 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,384 $1.29M 0.02% -4,642 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,340 $1.28M 0.11% +110 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,328 $1.28M <0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,300 $1.27M 1.24% +200 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,271 $1.26M 0.06% -80 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,258 $1.26M 0.23% 0 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,255 $1.26M 0.28% +126 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,249 $1.26M 0.09% -827 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,976 $1.26M 0.73% +3,015 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,238 $1.25M 0.31% -47 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,225 $1.25M 0.03% -358 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 5,202 $1.25M 0.01% +1,072 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,195 $1.24M 0.03% -565 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,272 $1.23M 0.99% -21 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,152 $1.23M 0.05% +1,002 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,130 $1.23M 0.34% +363 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,104 $1.22M 0.08% +42 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,057 $1.21M 0.09% +23 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,011 $1.2M 0.73% +307 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,007 $1.2M 0.14% -6,985 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,000 $1.2M 0.51% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $1.2M 0.51% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,994 $1.2M 0.17% -1,001 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,992 $1.19M 0.11% -2,538 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,953 $1.19M 0.28% -168 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,942 $1.18M 0.05% -215,309 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,938 $1.18M 0.01% +43 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,927 $1.18M 0.06% +727 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,869 $1.17M 0.72% -30 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,863 $1.16M 0.71% -427 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,860 $1.16M 0.01% +154 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,936 $1.15M 0.57% +3 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,754 $1.14M 1.87% +2,416 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,751 $1.14M 0.04% -284 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,685 $1.12M 0.01% +3,961 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,675 $1.12M 0.09% +72 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,670 $1.12M 0.44% +419 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 4,667 $1.12M 0.15% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,608 $1.1M 0.07% +376 13F-HR/A Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,600 $1.1M 0.52% 0 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,560 $1.09M 0.59% -99 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,552 $1.09M 0.09% +1,591 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,532 $1.08M 1.21% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,526 $1.08M 0.01% -107,369 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,520 $1.08M 0.03% -300 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,519 $1.08M 0.02% +186 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,502 $1.08M 0.15% +5 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,478 $1.07M 0.03% +16 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 4,463 $1.07M 0.01% new 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,455 $1.07M 0.25% -1,437 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,406 $1.05M 0.04% +544 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4,401 $1.05M 0.65% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,378 $1.05M 0.14% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,374 $1.05M 0.02% -10 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,334 $1.04M 0.02% +1,037 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,309 $1.03M 0.06% +357 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,296 $1.03M 0.05% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,290 $1.03M 0.02% -53 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,273 $1.02M 0.16% +2,410 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,272 $1.02M 0.08% +1,114 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,269 $1.02M 0.32% +380 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,267 $1.02M 0.22% +10 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,266 $1.02M 0.09% -19 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,259 $1.02M 0.05% -71 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,259 $1.02M 0.08% +875 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,240 $1.02M 0.18% -3,315 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,233 $1.01M 0.4% -2,600 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,202 $1.01M 0.24% -528 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,180 $1M 0.56% -1,115 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,914 $988K 0.07% -4,635 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,102 $982K 0.26% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,087 $978K 0.27% -487 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,069 $974K 0.04% -137 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,029 $965K 0.03% +534 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,004 $958K 0.19% -58 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,991 $955K 0.25% +2,644 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,990 $955K 0.02% -104 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,983 $952K 0.06% +86 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,930 $941K 0.57% +28 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,926 $940K 0.07% -94 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,873 $927K 0.06% -670 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,868 $926K 0.26% +66 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,866 $925K 0.06% +6 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,862 $924K 0.47% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,848 $921K 0.21% -287 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,804 $911K 0.1% +425 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,789 $907K 0.12% +755 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,790 $907K 0.28% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,758 $900K 0.41% +171 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,741 $896K 0.02% -2,292 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,734 $894K 0.04% +129 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,738 $889K 0.02% +2,502 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,680 $881K 0.03% +600 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,042 $880K 0.24% -211 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,671 $879K 0.14% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,645 $873K 0.22% -17 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,635 $870K 0.15% +36 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,619 $866K 0.2% +730 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,610 $864K 0.06% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,600 $862K 0.31% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,592 $860K 0.04% -127 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,583 $858K 0.11% +129 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,579 $857K 0.05% +97 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,578 $856K 0.02% -252 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,525 $844K 0.14% +32 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,522 $843K 0.02% +113 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,516 $842K 0.3% +700 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,492 $836K 0.23% -36 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,492 $836K 0.01% +567 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,486 $835K 0.7% +14 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,478 $833K 0.05% -186 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,474 $832K <0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,454 $827K 0.09% -10,538 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,442 $824K 0.13% -1,478 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,393 $812K 0.18% +90 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,391 $812K 0.09% -461 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,390 $812K 0.06% +212 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,382 $810K 0.23% +14 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,364 $805K 0.04% -289 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,953 $804K 0.33% -391 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,352 $802K 0.05% -1,685 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,351 $802K 0.23% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,300 $790K 0.28% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,292 $788K 0.09% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,276 $784K 0.09% +19 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 3,268 $782K 0.06% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,267 $782K 0.34% -2,165 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,257 $780K 0.32% +2,199 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,256 $779K 0.04% +1,792 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 3,235 $774K 0.02% 0 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,226 $772K 0.12% -84 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,222 $771K 0.05% -1,821 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,216 $770K 0.43% +313 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,190 $764K 0.21% +565 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,188 $763K 0.02% -2,295 13F-HR/A Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,160 $756K 0.6% +40 13F-HR/A Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,149 $754K 0.24% -3 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,287 $753K 0.1% -10,693 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,292 $746K 0.31% +163 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 3,101 $742K 0.19% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,094 $741K 0.05% -595 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,089 $739K 0.05% -10,613 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,073 $736K 0.17% +335 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,044 $729K 0.06% +33 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,043 $728K 0.09% -107 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,042 $728K 0.13% +1,448 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,034 $726K 0.06% +63 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,028 $725K 0.03% +6 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,028 $725K 0.7% -60 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,027 $725K 0.09% +243 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,997 $717K 0.15% -24 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,987 $715K 0.24% -83 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,960 $709K 0.05% +1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,949 $706K 0.02% +20 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,130 $704K 0.58% -558 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,934 $702K 0.47% -1,859 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,908 $696K 0.26% -26 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,901 $694K 0.13% +439 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,893 $693K 0.19% -81 13F-HR/A Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,892 $692K 0.12% +129 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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