1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,578 $542K 0.07% -82 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,552 $537K 0.01% +380 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,550 $536K <0.01% -1,208 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,548 $536K 0.19% -737 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,537 $533K 0.02% +990 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,529 $532K 0.01% -63 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,507 $527K 0.02% +1,045 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,506 $527K 0.15% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,500 $526K 0.21% 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,489 $523K 0.17% +232 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,481 $522K 0.04% -2,575 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,473 $520K 0.1% +187 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,453 $516K 0.03% +82 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,433 $512K 0.12% -917 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,426 $510K 0.15% -50 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,415 $508K 0.02% +2,183 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,395 $504K 0.1% 0 13F-HR/A Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,393 $503K 0.07% +237 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,365 $497K 0.02% +20 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,355 $495K 0.14% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,353 $495K 0.01% -4 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,347 $493K 0.04% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,312 $486K 0.19% -27 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,117 $485K 0.03% -61 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,300 $484K 0.06% +150 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,246 $480K 0.01% 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,276 $479K 0.01% +869 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,275 $478K 0.24% -1,450 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,268 $477K <0.01% +491 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,247 $472K 0.4% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,242 $471K 0.05% -25 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,190 $460K 0.02% -424 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,113 $460K 0.02% +34 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,181 $459K 0.01% +89 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,953 $458K 0.02% -11 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,176 $457K 0.11% -71 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,144 $451K 0.01% +925 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,085 $448K 0.01% -48 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,120 $446K 0.02% 0 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,111 $444K <0.01% new 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,100 $442K 0.12% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,040 $429K 0.02% -85 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,037 $428K 0.01% +916 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,036 $428K 0.38% +58 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,032 $427K 0.1% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,017 $424K 0.02% +135 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,971 $417K 0.04% -41 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,972 $415K 0.06% -2,200 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,967 $414K 0.01% -2,280 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,963 $413K 0.2% -60 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,954 $410K 0.07% +292 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,933 $406K 0.19% -1,383 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,928 $405K 0.12% +5 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,923 $404K 0.02% -84 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,907 $401K <0.01% -563 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,893 $398K <0.01% -16 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,892 $398K <0.01% +5 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,880 $395K 0.07% +53 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,877 $395K 0.04% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,848 $393K 0.37% 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,864 $392K 0.33% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,857 $390K 0.08% +1,411 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,856 $390K 0.01% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,854 $390K 0.06% -7,866 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,851 $389K <0.01% +17 13F-HR Timeline Group HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,838 $386K 0.33% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,801 $379K 0.01% -52 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,797 $378K 0.01% +2 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,784 $375K 0.11% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,783 $375K 0.24% +155 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,780 $374K 0.06% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,766 $371K <0.01% +207 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,742 $366K 0.02% +130 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,736 $365K 0.02% +132 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,731 $364K <0.01% -411 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,731 $364K 0.32% -5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,719 $361K 0.05% -174 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,706 $359K 0.14% new 13F-HR Timeline Stevard, LLC More: the full row for Stevard, LLC 1,670 $351K 1.31% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,670 $351K 0.04% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,650 $347K 0.33% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,637 $344K 0.15% -345 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,629 $342K 0.01% -110 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,604 $337K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,602 $337K 0.03% +625 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,601 $337K 0.02% -19 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 1,600 $336K 0.02% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,600 $336K 0.04% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,574 $331K 0.01% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,572 $331K 0.04% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,570 $330K <0.01% -5,245 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,526 $321K 0.21% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,525 $321K 0.05% +81 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 1,521 $320K 0.04% -42 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,521 $320K 0.03% 0 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,513 $318K 0.06% 0 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,510 $317K 0.12% +278 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,499 $315K 0.13% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,493 $314K 0.02% +158 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,310 $311K 0.01% -146 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,472 $309K 0.24% -17 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,457 $306K 0.01% -782 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,424 $299K 0.24% -28 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,410 $296K 0.07% -274 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,387 $292K <0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,386 $291K <0.01% new 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,384 $291K 0.19% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,381 $290K 0.03% +77 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,382 $290K 0.02% -29 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 1,362 $286K <0.01% +120 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,359 $286K 0.11% -81 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,358 $286K 0.04% -122 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 1,339 $283K 0.04% 0 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,344 $283K 0.14% -100 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,341 $282K 0.02% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,315 $276K 0.22% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,315 $276K 0.12% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,309 $275K 0.09% +117 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,278 $272K 0.01% -26 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,288 $271K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,283 $270K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,278 $269K 0.01% -26 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,272 $267K 0.05% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,265 $266K 0.16% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,248 $262K 0.02% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,243 $261K <0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,240 $261K 0.01% -2,408 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,234 $260K <0.01% +27 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,234 $259K 0.13% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,234 $259K <0.01% +67 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,222 $257K 0.1% -715 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,221 $257K 0.06% +2 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,208 $255K 0.09% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,210 $254K 0.42% 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,200 $252K 0.02% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,200 $252K 0.18% -175 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 1,198 $252K 0.01% +641 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,115 $252K 0.15% -80 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,190 $250K 0.18% -125 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,183 $249K 0.01% +15 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,182 $249K 0.01% +124 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,177 $247K <0.01% +82 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,173 $247K 0.05% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,171 $246K 0.03% -10 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,159 $244K 0.01% -60 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,154 $243K <0.01% -19 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,141 $240K 0.09% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,135 $239K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,134 $238K 0.01% +862 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,069 $238K 0.02% +72 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,133 $238K 0.48% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,131 $238K 0.05% -59 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,126 $237K 0.13% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,111 $234K 0.01% +680 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,103 $232K <0.01% -185 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,100 $231K 0.01% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,081 $227K 0.08% new 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 1,075 $226K 0.03% -550 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,072 $225K 0.04% -1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,064 $224K 0.04% +7 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,059 $223K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 950 $222K 0.02% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,042 $219K 0.02% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,047 $217K 0.03% -96 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,022 $215K 0.01% +101 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,010 $212K 0.08% -45 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,008 $212K <0.01% 0 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,007 $212K 0.08% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,005 $211K <0.01% -277 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $210K 0.15% 0 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 1,000 $210K 0.1% new 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,000 $210K 0.4% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,000 $210K 0.15% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,000 $210K 0.03% -400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,000 $210K 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 997 $210K <0.01% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 993 $209K 0.06% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 973 $206K <0.01% 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 975 $205K <0.01% -531 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 970 $204K 0.02% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 969 $204K <0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 969 $204K 0.01% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 968 $204K <0.01% new 13F-HR Timeline Group PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 968 $204K 0.12% -22 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 961 $203K 0.02% -157 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 963 $202K 0.03% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 962 $202K <0.01% -5 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 956 $201K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 925 $195K <0.01% new 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 890 $187K 0.01% -2,410 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 815 $187K <0.01% -99 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 854 $180K 0.07% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 842 $177K 0.01% +33 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 840 $177K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 801 $168K <0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 792 $167K 0.06% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 781 $164K 0.03% -50 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 780 $164K 0.01% +2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 776 $163K 0.05% +80 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 756 $159K 0.1% -85 13F-HR Timeline