ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,198 $1.09M 0.04% +42 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 2,189 $1.09M <0.01% +1,325 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,185 $1.09M 0.02% -25 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,184 $1.08M 0.04% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,183 $1.08M 0.02% +259 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,211 $1.07M 0.23% +304 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,152 $1.07M 0.43% +60 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,194 $1.06M 0.16% +25 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,140 $1.06M 0.02% +311 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,137 $1.06M 0.16% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,136 $1.06M 0.09% +111 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,129 $1.06M 0.03% -2,681 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,128 $1.06M 0.19% -67 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,123 $1.05M 0.06% -32 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,120 $1.05M 0.15% +565 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,118 $1.05M 0.32% -62 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,100 $1.04M 0.36% +100 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,080 $1.03M 0.73% +1,330 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,064 $1.03M 0.01% -218,525 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,076 $1.03M +32 Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,072 $1.03M 0.11% +54 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,067 $1.03M 0.02% +1,336 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,061 $1.02M 0.01% -37 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,052 $1.02M 0.01% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,046 $1.02M 0.28% -117 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,037 $1.01M 0.12% +500 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,030 $1.01M 0.22% +250 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,034 $1.01M 0.14% +657 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,030 $1.01M 0.1% +1,530 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,028 $1.01M 0.65% -397 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,019 $1M <0.01% +1,998 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,014 $1M 0.03% -3 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,009 $998K 0.37% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,066 $995K 0.04% +584 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,999 $993K 0.02% -2 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,997 $992K 0.6% -52 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,992 $989K 0.12% +30 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,989 $988K 0.02% +324 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,988 $988K 0.14% +1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,988 $987K 0.19% +87 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,986 $987K 0.31% +281 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,977 $982K 0.04% +2 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,966 $977K 0.02% -17 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,961 $974K 0.43% -13 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,953 $970K 0.03% +48 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,953 $970K 0.15% +28 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,941 $964K 0.03% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,930 $959K 0.02% +49 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,930 $958K 0.01% -185 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,919 $953K 0.17% +228 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,901 $944K 0.05% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,899 $943K 0.1% +969 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,897 $942K 0.01% +60 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,895 $941K 0.09% +4 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,892 $940K 0.03% +334 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,881 $934K 0.02% +60 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,873 $930K 0.07% +488 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,846 $918K 0.04% -193 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,846 $917K 0.1% -6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,844 $916K 0.08% -12 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,838 $913K 0.03% -102 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,836 $912K 0.1% -43 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 1,820 $904K 0.58% -238 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,815 $902K 0.06% +902 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,809 $899K 0.02% +74 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,807 $898K 0.18% -3 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,806 $897K 0.26% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,789 $889K 0.38% +30 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,784 $886K 0.06% new 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,776 $882K 0.75% +243 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,760 $874K 1.26% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,753 $871K 0.05% +356 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,751 $870K 0.1% -119 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,740 $864K 0.06% +349 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,739 $864K 0.18% +1,417 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,731 $860K 0.09% +57 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,726 $857K 0.04% -50 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,866 $854K 0.01% +46 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,710 $849K 0.05% -1,073 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,710 $849K 0.05% -79 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,709 $849K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,701 $845K 0.17% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,700 $844K 0.34% -400 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,695 $842K 0.24% +421 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,684 $836K <0.01% +384 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,684 $836K 0.01% -2,528 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,681 $835K 0.07% -70 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,677 $833K 0.01% +1,252 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,669 $829K 0.03% +25 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,655 $822K 0.02% -42 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,654 $822K 0.01% +25 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,645 $817K 0.22% -21 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,642 $816K 0.02% +1,095 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,637 $813K 0.25% -12 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,631 $810K 0.16% +448 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,628 $809K 0.21% -90 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 1,617 $803K 0.06% -5 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,609 $799K 0.02% +8 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 1,605 $797K 0.06% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,603 $796K 0.04% +122 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,592 $791K 0.05% +22 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,590 $790K 0.02% +38 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,632 $784K 0.19% +26 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,575 $782K 0.22% -57 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 1,573 $781K 0.03% +945 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,572 $781K 0.36% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,568 $779K 0.58% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,565 $777K 0.2% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,565 $777K +953 Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,560 $775K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,462 $774K 0.01% -368 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,554 $772K 0.02% +498 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,549 $769K 0.02% -1,714 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,541 $765K 0.13% -550 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,536 $763K 0.03% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,530 $760K 0.08% +67 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,534 $752K 0.09% +92 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,510 $750K 0.01% +98 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,509 $750K 0.12% +61 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,505 $748K 0.04% -103 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,500 $745K 0.32% -53 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,496 $743K 0.16% +1 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,439 $740K 0.02% +22 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,485 $738K 0.3% -150 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,483 $737K 0.24% +576 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,481 $736K 0.02% +464 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,540 $734K 0.1% -1,685 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,470 $730K 1.16% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,469 $730K 0.04% +11 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,464 $727K 0.08% -1,106 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,479 $725K 0.05% +87 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,459 $725K 0.01% -148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,456 $723K 0.18% +22 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,448 $719K 0.01% -2,447 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,445 $718K 0.08% -161 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,441 $716K 0.08% +8 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,426 $708K 0.06% -120 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,415 $703K 0.06% +895 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,414 $702K 0.01% -151 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,409 $700K 0.03% +33 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,403 $697K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,399 $695K 0.05% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,393 $692K 0.03% +40 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,392 $691K 0.01% +870 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,381 $686K 0.03% +26 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,373 $682K 0.08% -47 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,373 $682K 0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,371 $681K 0.03% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,368 $680K 0.09% -319 13F-HR Timeline TOBAM More: the full row for TOBAM 1,364 $678K 0.16% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,361 $676K 0.01% -463 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,357 $674K 0.02% -150 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,355 $673K 0.04% -102 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,354 $673K 0.04% -53 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,353 $673K 0.09% +621 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,350 $671K 0.05% -200 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,348 $670K 0.41% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,345 $669K 0.02% +138 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,346 $669K 0.11% -58 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,294 $668K 0.03% -241 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,345 $668K 0.01% +173 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,344 $668K 0.09% -1,258 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,337 $664K 0.35% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,356 $658K 0.06% +154 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,321 $656K 0.06% -229 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,320 $656K 0.07% -334 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,315 $655K 0.03% -1,971 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,306 $649K 0.35% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,302 $647K 0.02% -17 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,300 $645K 0.04% -93 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,294 $642K 0.14% +29 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,292 $642K 0.44% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,286 $639K 0.01% -120 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,284 $638K 0.14% -716 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,277 $634K 0.01% +764 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,276 $634K 0.01% -65 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,276 $634K 0.14% 0 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,273 $632K -101 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,270 $631K 0.01% +33 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,258 $625K 0.01% +120 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,257 $624K 0.16% +24 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,250 $621K 0.23% -36 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,250 $621K 0.28% -300 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,248 $620K 0.04% +374 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,246 $619K 0.04% +130 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,235 $613K 0.03% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,232 $612K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,225 $608K 0.01% +61 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,221 $607K 0.02% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,207 $600K 0.28% -24 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,207 $599K 0.01% -96 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,259 $596K 0.06% +666 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,196 $594K 0.26% +38 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,193 $593K 0.01% +416 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,192 $592K 0.1% +1 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,190 $591K 0.06% +26 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,184 $588K 0.04% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,183 $588K 0.32% +30 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,169 $581K 0.01% +34 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,168 $580K 0.01% +76 13F-HR Timeline