SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,630 $765K 0.43% new 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 10,630 $765K 0.57% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,590 $762K 0.08% -198 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 10,563 $760K 0.22% +311 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 10,539 $758K 0.32% -370 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,527 $757K 0.09% +672 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 10,500 $755K 0.24% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 10,498 $755K 0.26% -250 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 10,444 $751K 1.4% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,414 $749K 0.03% -1,191 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,054 $749K 0.05% -10,040 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 10,409 $749K 0.21% -19,385 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,396 $748K 0.06% -19,967 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 10,385 $747K 0.69% +4,015 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,338 $744K 0.14% -365 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,325 $743K 0.02% -1,299 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,305 $741K 0.03% +228 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 10,267 $739K 0.05% +2,700 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10,240 $737K 0.03% -104 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,193 $733K 0.32% -755 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 10,172 $732K 0.3% +10 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 10,157 $731K 0.04% +2,026 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 10,121 $728K 0.34% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 10,118 $728K 0.33% +206 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 10,116 $728K 0.07% -2,600 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 10,070 $724K 0.3% +907 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,912 $722K 0.24% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,027 $721K 0.02% -80 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,015 $720K 0.23% +322 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,014 $720K 0.05% -467 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 10,008 $720K 0.44% -105 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 9,956 $716K 0.03% +4,820 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 9,935 $715K 0.62% +306 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,917 $713K 0.11% +507 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,884 $711K 0.01% -6,013 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,876 $710K 0.1% +2,398 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,843 $708K 0.09% +1,360 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 9,842 $708K 0.38% +3,850 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,818 $706K 0.1% 0 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,799 $705K 0.52% -200 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,791 $704K 0.08% +248 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,767 $703K 0.05% -2,299 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,766 $702K 0.13% -375 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,751 $701K 0.06% -331 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,672 $696K 0.07% +3,933 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 9,627 $692K 0.17% +3,081 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 9,609 $691K 0.2% -3,713 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,600 $691K 0.67% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,587 $690K 0.03% -2,413 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,582 $689K 0.04% -7,061 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 9,556 $687K 0.3% -642 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,523 $685K 0.02% +841 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 9,409 $677K 0.62% +1,292 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,402 $676K 0.04% -5,630 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 9,392 $676K 0.35% +556 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,365 $674K 0.05% -1,318 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,355 $673K 0.01% -18,600 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,348 $672K 0.23% +510 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,347 $672K 0.05% -188 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,341 $672K 0.01% -3,802 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,335 $671K 0.03% +3,273 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,330 $671K 0.23% -2,142 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 9,260 $666K 0.32% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 9,205 $662K 0.07% -8,625 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 9,172 $660K 0.37% +548 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,167 $659K 0.08% -224 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 9,163 $659K 0.34% +182 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 9,142 $658K 0.38% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,119 $656K 0.12% +1,320 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,095 $654K 0.08% -79 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 9,084 $653K 0.03% -322,577 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,060 $652K 0.05% +293 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,058 $652K 0.23% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,041 $650K 0.04% +827 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 9,040 $650K 0.13% -75 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,042 $650K 0.04% 0 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 9,028 $649K 0.1% +526 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,017 $649K 0.07% -218 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,012 $648K 0.05% +848 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 9,004 $648K 0.86% -656 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 8,997 $647K 0.51% -2,683 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 8,993 $647K 0.38% -34 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 8,990 $647K 0.22% -250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,979 $646K 0.04% -154,227 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,959 $644K 0.16% -2,827 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,966 $643K 0.04% +947 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,935 $642K 0.08% -467 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,864 $638K 0.05% +255 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 8,850 $637K 0.37% -2,643 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 8,832 $635K 0.66% +835 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,818 $634K 0.16% +324 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,793 $632K 0.16% -125 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,753 $630K 0.09% -424 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,713 $629K 0.08% +270 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,725 $628K 0.02% -2,036 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 8,676 $624K 0.04% +163 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,617 $620K 0.09% -578 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 8,608 $619K 0.37% +3,155 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,602 $619K 0.03% +2,240 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 8,579 $617K 0.64% +1,768 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,578 $617K 0.06% -566 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 8,580 $617K 0.1% +1,546 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,240 $616K 0.04% +87 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,554 $615K 0.25% +4,560 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 8,549 $615K 0.39% -300 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,525 $613K 0.06% -15,557 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,524 $613K <0.01% -85,126 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,500 $611K 0.54% +415 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,495 $611K 0.01% -37,412 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 8,462 $609K 0.1% +2,482 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,454 $608K 0.2% -74 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,452 $608K 0.05% +221 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,388 $603K 0.07% +496 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,355 $601K 0.2% -9 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 8,350 $601K 0.02% -29,490 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,345 $600K 0.03% -656 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,342 $600K 0.04% -14,873 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,332 $599K 0.02% +5,445 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,291 $596K 0.09% +256 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 8,277 $595K 0.07% +1,914 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,226 $592K 0.07% -1,814 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,225 $592K 0.11% -50 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,201 $590K 0.03% +2,271 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 8,197 $590K 0.31% -199 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,194 $589K 0.14% +1,861 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,146 $586K 0.05% +1,211 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 8,133 $585K <0.01% -184,201 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,362 $585K 0.09% -1,018 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,110 $583K 0.21% 0 13F-HR Timeline Group CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 8,106 $583K 0.27% -16,345 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,096 $582K 0.01% +1,698 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,093 $582K 0.34% +140 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,092 $582K 0.04% -605 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 8,077 $581K 0.29% -239 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,053 $579K 0.02% -89 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 8,010 $576K 0.25% -1,000 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 8,000 $575K 0.09% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,977 $574K +4,899 Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,969 $573K 0.07% -1,332 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,925 $570K 0.01% +2,445 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,883 $567K 0.04% +882 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 7,866 $566K 0.37% +871 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 7,861 $565K 0.29% -1,558 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,855 $565K 0.01% +3,317 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,853 $565K 0.45% +183 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,842 $564K 0.27% -236 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,841 $564K 0.09% -17 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,840 $564K 0.06% +997 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,806 $561K 0.06% -180 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 7,802 $561K 0.02% -3,262 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 7,798 $561K 0.09% +3,699 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7,796 $561K 0.19% -378 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 7,735 $556K 0.27% -1,000 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,728 $556K 0.06% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,722 $555K 0.34% -56 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,711 $555K 0.06% +1,504 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,682 $553K 0.09% -19 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,680 $552K 0.01% -209 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,672 $552K 0.02% 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 7,650 $550K 0.25% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,612 $548K 0.01% -7,530 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,600 $547K 0.06% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,597 $546K 0.02% -405 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,586 $546K 0.25% +100 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,531 $545K 0.04% +4,548 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,574 $545K 0.05% +456 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,574 $545K 0.11% +4,184 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,557 $544K 0.08% +649 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,531 $542K 0.17% +2,771 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,481 $538K 0.05% +424 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 7,463 $537K 0.53% -221 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,443 $535K 0.06% +2,754 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,442 $535K 0.08% +2,735 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,442 $535K 0.13% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,423 $534K 0.22% +1,388 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,419 $534K 0.04% +218 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,415 $533K 0.08% +4,625 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 7,405 $533K 0.22% -18,318 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,401 $532K <0.01% -421,139 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,370 $530K 0.03% -13 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,327 $527K 0.18% +6,969 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,323 $527K 0.06% +23 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,321 $527K 0.03% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,314 $526K 0.01% -29 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,305 $525K 0.03% +1,381 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,298 $525K 0.08% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,280 $524K 0.06% -12,084 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,260 $522K <0.01% -708 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,235 $520K 0.06% -112 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,213 $519K 0.09% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,195 $518K 0.07% -321 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,188 $517K 0.02% +1,434 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 7,179 $516K <0.01% +445 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,148 $514K 0.18% +249 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,139 $513K 0.01% +950 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,133 $513K 0.01% -9,906 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,132 $513K 0.31% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 7,126 $513K 0.28% -204 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 7,122 $512K 0.28% -2,608 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 7,098 $511K 0.25% +259 13F-HR Timeline