EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,632 $610K 0.03% -147 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,627 $608K 0.03% +262 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 2,619 $607K <0.01% -101 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,604 $603K 0.05% -46 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,599 $602K 0.04% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,573 $596K 0.01% +21 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,562 $593K 0.01% new 13F-HR/A Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 2,540 $588K 0.04% +1,650 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,536 $587K 0.26% -101 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,500 $579K 0.29% 0 13F-HR/A Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,493 $577K 0.35% -113 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,488 $576K 0.16% -18 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,456 $569K 0.18% -92 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,453 $568K 0.18% -36 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,411 $558K 0.08% +18 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,395 $555K 0.11% 0 13F-HR/A Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,391 $554K 0.13% -12,859 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,380 $551K 0.04% +1,039 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,379 $551K <0.01% +111 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,366 $548K 0.12% +334 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,435 $546K 0.1% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,347 $544K 0.05% 0 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 2,337 $541K 0.01% -192 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,312 $536K 0.02% -225 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,311 $535K 0.05% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,289 $530K 0.03% +366 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,273 $526K 0.11% -9,820 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,265 $525K <0.01% -285 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,248 $521K 0.21% -64 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,205 $511K 0.09% +325 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,204 $511K 0.02% +600 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,188 $507K 0.01% +103 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,180 $505K 0.03% -1,189 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,177 $504K 0.01% -770 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,161 $501K 0.01% +268 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,148 $498K 0.05% -3,710 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,146 $497K 0.03% +193 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,145 $497K 0.01% +1 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,139 $495K 0.02% -42 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,121 $491K 0.01% -155 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 $491K 0.02% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,093 $490K 0.05% +122 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,101 $487K 0.06% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,099 $486K 0.06% +380 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,110 $486K 0.01% -136 13F-HR/A Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,200 $480K 0.02% +87 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,048 $474K 0.09% -701 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,035 $471K 0.05% +1,970 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,183 $469K 0.44% +335 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,024 $469K <0.01% -87 13F-HR/A Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,000 $463K 0.05% +400 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,982 $459K 0.08% +28 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,965 $455K 0.03% -10,463 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,964 $455K 0.14% +36 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,963 $455K 0.24% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,926 $446K 0.01% +34 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,925 $446K 0.05% -375 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,919 $444K 0.29% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,915 $444K 0.02% -2,351 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 1,907 $442K 0.01% new 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,905 $441K 0.39% -131 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,905 $441K 0.41% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,902 $441K 0.14% +118 13F-HR/A Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,877 $435K 0.04% 0 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,864 $432K 0.38% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,856 $430K 0.01% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,845 $427K 0.01% -2,420 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,830 $424K 0.04% -14,341 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,823 $422K 0.03% +221 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,810 $419K 0.07% +30 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,803 $418K 0.27% +20 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,793 $415K 0.26% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,792 $415K <0.01% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,766 $409K 0.18% -167 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,753 $406K 0.02% +11 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,735 $402K 0.08% -1,033 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,735 $402K 0.36% -103 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,713 $397K 0.01% -3,081 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,709 $395K 0.03% +1,708 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,702 $394K 0.06% +177 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,690 $391K 0.01% +61 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,686 $391K <0.01% -80 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,673 $388K 0.04% -299 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,670 $387K 0.05% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,670 $387K 0.25% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,661 $385K 0.05% +698 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,653 $383K <0.01% -3,448 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,650 $382K 0.42% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,648 $382K 0.01% -153 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,605 $372K 0.03% -637 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,585 $367K 0.08% -591 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,573 $364K 0.06% +400 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,556 $360K 0.14% +46 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,552 $359K 0.02% -49 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,524 $353K 0.03% +3 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,521 $352K 0.18% +287 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,513 $351K 0.07% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,507 $349K 0.01% +273 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,480 $343K 0.16% -15,891 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,470 $340K 0.31% new 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,470 $340K 0.27% -2 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,445 $335K 0.16% -1,202 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,427 $331K 0.03% +46 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,426 $330K 0.01% -148 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 1,401 $328K 0.01% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,398 $324K 0.13% -239 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,392 $322K 0.06% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,384 $321K 0.21% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,382 $320K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,350 $313K 0.07% +1,324 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,345 $312K 0.02% -148 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 $310K 0.04% 0 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 1,334 $309K 0.02% -3,929 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,331 $308K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,299 $308K 0.01% -11 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,322 $306K <0.01% +79 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,295 $300K 0.24% -20 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,295 $300K 0.13% -20 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,290 $299K 0.01% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,282 $297K 0.03% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,280 $296K 0.01% +2 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,270 $294K 0.04% -18 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,271 $294K 0.01% -186 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,265 $293K 0.18% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,257 $291K <0.01% +154 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,280 $290K 0.01% +2 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,249 $289K 0.15% +123 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,233 $286K 0.01% -957 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,224 $284K 0.04% -134 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,221 $283K 0.07% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,200 $278K 0.2% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,309 $275K 0.09% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,186 $275K <0.01% +224 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,185 $274K 0.01% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,183 $274K 0.05% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,182 $274K <0.01% -52 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,182 $274K 0.09% -177 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,180 $273K 0.01% -2 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,177 $273K 0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,162 $269K <0.01% +8 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,145 $265K 0.01% -14 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,135 $263K 0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,130 $262K 0.02% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,124 $260K 0.14% -220 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,124 $260K 0.01% -59 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,141 $260K 0.1% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,117 $259K 0.54% -16 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,109 $257K 0.05% -22 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,183 $255K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,101 $255K 0.01% new 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,100 $255K 0.07% -310 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,086 $252K 0.1% -136 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,080 $250K <0.01% +112 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,073 $249K 0.04% +1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,065 $247K 0.04% +1 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,060 $245K 0.02% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,049 $243K 0.25% -161 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,045 $242K 0.02% -203 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,042 $241K 0.02% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,041 $241K 0.01% new 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,022 $239K 0.04% -25 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,030 $239K 0.19% -160 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,022 $237K 0.01% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,117 $235K 0.16% +2 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,013 $235K 0.01% -164 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,011 $234K 0.01% +14 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,010 $234K 0.09% 0 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,008 $233K 0.01% 0 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,000 $232K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NKCFO LLC More: the full row for NKCFO LLC 1,000 $232K 0.11% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,000 $232K 0.02% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,000 $232K 0.47% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,000 $232K 0.17% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,033 $228K 0.01% -36 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 974 $226K <0.01% -388 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 967 $224K <0.01% -8 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 961 $223K 0.02% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 958 $222K 0.05% -896 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 958 $222K 0.1% new 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 956 $221K 0.02% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 950 $220K 0.13% -18 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 939 $218K 0.08% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 939 $218K 0.07% -68 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 925 $217K <0.01% -48 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 951 $216K 0.02% +1 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 933 $216K 0.03% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 924 $214K 0.14% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 902 $214K 0.03% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 905 $210K 0.1% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 900 $208K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 895 $207K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 895 $207K 0.01% -216 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 886 $205K 0.28% -1,361 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 858 $203K 0.11% new 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 875 $203K 0.07% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 870 $202K 0.02% -99 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 865 $200K <0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 835 $193K <0.01% -1,132 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 849 $193K <0.01% +34 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 828 $192K 0.01% +48 13F-HR Timeline