Csenge Advisory Group More: the full row for Csenge Advisory Group 5,195 $1.05M 0.05% -815 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,194 $1.05M 0.02% -1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,184 $1.05M 0.28% +54 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,175 $1.05M 0.02% -647 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,151 $1.05M 0.06% +2,485 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,112 $1.04M 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,111 $1.04M 0.03% -580 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,107 $1.04M 0.07% +499 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,094 $1.03M 0.06% -502 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,020 $1.02M 0.07% -37 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,014 $1.02M 0.02% -2,161 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,011 $1.02M 0.01% +492 13F-HR Timeline HIGHBRIDGE CAPITAL MANAGEMENT LLC More: the full row for HIGHBRIDGE CAPITAL MANAGEMENT LLC 5,000 $1.02M 0.05% new 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,000 $1.02M 0.39% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $1.02M 0.42% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,971 $1.01M 0.03% -6,885 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,966 $1.01M 0.07% -283 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,958 $1.01M 0.24% -1,220 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,935 $1M 0.03% -1,124 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,869 $989K 0.32% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,852 $985K 0.24% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,847 $984K 0.01% -91,294 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,837 $982K 0.05% +1,748 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,835 $982K 0.03% +84 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,775 $970K 0.01% +1,253 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,799 $969K 0.39% +846 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,765 $967K 0.16% -1,199 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,730 $960K 0.01% -130 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,700 $954K 0.14% +198 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,694 $953K 0.01% -244 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,692 $953K 0.13% +419 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,608 $936K 0.03% -1,599 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,571 $928K 0.08% +299 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,557 $925K 0.02% -837 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,542 $922K 0.03% +136 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,527 $919K 0.05% -4,420 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,518 $917K 0.02% +144 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,494 $913K 0.13% -500 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,476 $909K 0.31% -6,656 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,469 $907K 0.03% -51 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,447 $903K 0.22% +245 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,440 $901K 0.11% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,428 $899K 0.03% -1,013 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,381 $890K 0.02% +1,980 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,373 $888K 0.46% -187 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,372 $888K 0.15% +132 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,368 $887K 0.14% +2,966 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,362 $886K 0.38% -1,379 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,334 $880K 0.01% +44 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,334 $880K 0.04% -937 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,331 $879K 0.07% 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,302 $873K 0.11% +3,462 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,291 $871K 0.06% -651 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4,254 $864K 0.53% -147 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,252 $863K 0.03% -226 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,249 $863K 0.17% -18 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,233 $859K 0.34% 0 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,231 $859K 0.08% -1,371 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,221 $857K 0.01% +729 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,209 $855K 0.07% -783 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,185 $850K 0.03% -3,436 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,168 $846K 0.04% -91 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,152 $843K 0.07% -114 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,124 $837K 0.12% -254 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,102 $833K 0.22% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,093 $831K 0.09% +289 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,205 $829K 0.14% +3,186 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,525 $828K 0.05% -389 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,054 $822K 0.03% -6,983 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,039 $820K 0.22% -48 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,037 $820K 0.05% -1,560 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,033 $819K 0.94% -2,206 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,001 $812K 0.17% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,975 $807K 0.37% -625 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,913 $795K 0.04% -396 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,893 $790K 0.19% -149 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,864 $785K 0.01% -126 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,863 $784K 0.14% -10,148 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,863 $784K 0.04% +284 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,860 $784K 0.39% -2 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,831 $778K 0.12% +306 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,811 $774K 0.19% -37 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,805 $773K 0.17% +186 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,796 $771K 0.06% -130 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,794 $770K 0.03% -1,358 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,791 $770K 0.22% -77 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,774 $766K 1.69% +967 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,774 $766K 0.05% -99 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,772 $766K 0.05% -94 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,740 $759K 0.18% +95 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,725 $756K 0.3% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,715 $754K 0.6% 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,706 $752K 0.18% -1,247 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,681 $747K 0.12% +10 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,680 $747K 0.02% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,669 $745K 0.15% -335 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,664 $744K 0.01% +1,528 13F-HR/A Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,660 $743K 0.64% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,459 $743K 0.13% +713 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,635 $738K 0.08% +181 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,602 $731K 0.33% -156 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,601 $731K 0.05% -9 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,600 $731K 0.25% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,630 $728K 0.09% +343 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,514 $714K 0.03% -515 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,502 $711K 0.03% +138 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,500 $711K 0.01% -4,539 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,492 $709K 0.19% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,474 $705K <0.01% 0 13F-HR/A Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,463 $703K 0.36% +247 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,433 $697K 0.15% +40 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,430 $696K 0.2% -360 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,417 $694K 0.62% 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 3,412 $693K 0.16% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,405 $691K 0.02% -1,820 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,387 $688K 0.46% -99 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,370 $684K 0.09% -213 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,503 $683K 0.23% +2,607 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,363 $683K 0.01% +561 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,329 $676K 0.01% +3,053 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 3,311 $672K 0.11% -131 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,306 $671K 0.1% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,300 $670K 0.23% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,296 $669K 0.15% +223 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,292 $668K 0.07% 0 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,620 $665K 0.26% +328 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,265 $663K 0.15% -3,551 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,260 $662K 0.19% -91 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,258 $662K 0.04% +893 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,245 $659K 0.01% -2,139 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,245 $659K 0.52% +85 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 $657K 0.02% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,227 $655K 0.03% +774 13F-HR/A Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 3,223 $654K 0.78% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,535 $654K 0.02% +85 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,210 $652K 0.03% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,210 $652K 0.04% +116 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,203 $650K 0.02% +15 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,202 $650K 0.07% -74 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,200 $650K 0.02% -3,612 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,195 $649K 0.01% -383 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,182 $646K 0.04% -40 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,170 $644K 0.04% -182 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,168 $643K 0.04% -222 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,166 $643K 0.03% -90 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,157 $641K 0.21% +8 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,153 $640K 0.33% +616 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,143 $638K 0.02% +194 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 3,112 $632K -5,268 Timeline Future Fund LLC More: the full row for Future Fund LLC 3,096 $629K 0.2% -420 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,092 $628K 0.12% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,066 $622K 0.11% +174 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 3,065 $622K 0.07% -37,707 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,048 $619K 0.08% +752 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,019 $613K 0.04% -459 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,017 $613K 0.02% -11 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,012 $612K 0.04% -22 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 3,000 $609K 0.12% +2,000 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,981 $605K 0.1% +497 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,963 $602K 0.6% -65 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,960 $601K 0.04% -84 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,959 $601K 0.04% +77 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,955 $600K 0.07% +766 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,946 $598K 0.02% +1,781 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,938 $596K 0.04% +281 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,927 $594K 0.17% +725 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,905 $590K 0.38% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,922 $590K 0.15% -268 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,885 $586K 0.02% +1,702 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,871 $583K 0.12% -126 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,844 $577K 0.42% 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,810 $573K 0.16% -83 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,799 $568K 0.06% -244 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,790 $566K 0.01% +48 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,782 $565K 0.07% -84 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,997 $563K 0.02% -359 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,774 $563K 0.39% -160 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,013 $561K 0.01% +526 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,746 $558K 0.24% +75 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,742 $557K 0.01% -18 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,717 $552K 0.03% +132 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,690 $546K 0.21% -1,980 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,690 $546K 0.09% +57 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,684 $545K 0.2% -224 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,667 $542K 0.02% -163 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,655 $539K 0.01% -154 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 2,647 $537K 0.44% +1 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,666 $536K 0.28% -37 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,635 $535K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,633 $535K 0.12% -19 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,627 $533K 0.01% -3,237 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,627 $533K 0.01% +24 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,616 $531K 0.32% -1,314 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,615 $531K 0.01% -14,608 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,609 $530K 0.04% -126 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,608 $530K 0.02% -73 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,607 $529K 0.02% -170 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,598 $527K 0.07% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,586 $525K 0.35% +3 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,582 $524K 0.6% +295 13F-HR Timeline