EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,539 $1.02M 0.03% -101 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,530 $1.02M 0.09% new 13F-HR Timeline Group WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $1.01M 0.48% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,497 $1.01M 0.07% +12 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,476 $997K 0.09% +38 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,468 $994K <0.01% +1,062 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,464 $992K 0.63% -219 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,461 $991K 0.21% +491 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,461 $991K 0.04% +75 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,450 $987K 0.06% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,424 $976K 0.14% +386 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,110 $974K 0.05% -5,283 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,409 $970K 0.04% +107 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,384 $960K 0.24% -23 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,360 $950K 0.09% -157 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,334 $940K 0.01% +129 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 2,331 $939K 0.03% -415 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,330 $938K 0.18% -2,000 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,320 $934K 0.01% -2 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,296 $925K 0.02% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,101 $924K 0.28% +395 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,292 $923K 0.17% -28 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,277 $917K 0.03% -941 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,151 $913K 0.35% -76 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,266 $913K 0.15% +261 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 2,258 $909K 0.18% -752 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,252 $907K 0.07% -151 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,244 $904K 0.03% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,244 $904K 0.32% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,236 $900K 0.05% +24 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,228 $897K 0.01% +1,054 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,221 $894K 0.5% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,221 $894K 0.4% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,199 $886K 0.02% +36 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,195 $884K 0.05% -441 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,186 $880K 0.06% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,185 $879K 0.01% -1 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,132 $878K 0.61% +710 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,179 $877K 0.04% +262 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 2,162 $871K 0.66% -46 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,150 $866K 0.07% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,149 $865K 0.4% -30 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,144 $863K 0.05% -828 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,145 $860K <0.01% -3,598 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,124 $855K 0.2% -6 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,103 $847K 0.15% +116 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,087 $840K 0.14% -123 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,087 $840K 0.03% -204 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,072 $834K 0.02% 0 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 2,067 $832K 0.21% +152 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,065 $832K 0.36% 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,058 $829K 0.33% new 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,052 $826K 2.36% +350 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,049 $825K 0.6% -38 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,048 $825K 0.21% -245 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,045 $824K 0.01% +512 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,025 $816K 0.01% -256 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,019 $813K 0.3% +401 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,019 $813K 0.21% -21 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,018 $813K 0.41% +79 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,016 $812K 0.11% -1,115 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 2,000 $805K 0.65% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 2,000 $805K 0.29% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,995 $803K 0.05% +137 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,990 $801K 0.23% -1,507 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,989 $801K 0.06% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,989 $801K 0.31% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,983 $799K 0.06% -374 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,982 $798K 0.05% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,968 $793K 0.12% -5 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,967 $792K 0.03% -21 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,944 $783K 0.21% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,944 $783K 0.22% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,941 $782K 0.02% +3 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,938 $780K 0.37% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,926 $776K 0.02% -530 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,915 $771K 0.04% +29 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,908 $768K 0.06% +81 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,906 $768K 0.23% +33 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,896 $764K 0.01% -522 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,896 $764K 0.3% -393 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,893 $762K 0.07% -315 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,891 $762K 0.13% -130 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,884 $759K 0.04% -210 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,873 $754K 0.1% +144 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,869 $753K 0.98% +100 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,867 $752K 0.02% -1 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,866 $751K 0.2% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,855 $747K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,851 $745K 0.05% +1,495 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,741 $745K <0.01% +92 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,848 $744K 0.01% +53 13F-HR/A Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,848 $744K 0.08% +183 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,832 $738K 0.32% +5 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,830 $737K 0.39% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,823 $734K 0.01% -50 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,823 $734K 0.03% +444 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,817 $732K 0.05% +44 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,808 $728K 0.05% +4 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,806 $727K 0.24% -1,275 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,804 $726K 0.05% -13 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,801 $725K 0.05% -177 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,788 $720K 0.01% -8 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,786 $719K 0.08% -1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,784 $718K 0.02% -747 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,784 $718K 0.24% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,778 $716K 0.23% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,769 $712K 0.14% +673 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,781 $712K 0.02% +509 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,766 $711K 0.18% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,762 $710K 0.26% -122 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,759 $708K 0.14% +14 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,752 $706K 0.5% 0 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 1,742 $702K <0.01% +470 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,737 $699K 0.01% -220 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,733 $698K 0.09% -149 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,729 $696K 0.25% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,567 $695K 0.22% -83 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,725 $695K 0.03% +39 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,725 $695K 0.16% +747 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,710 $689K 0.02% +130 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,708 $688K 0.03% -13 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 1,707 $687K 0.01% -333 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,701 $685K 0.17% -48 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,697 $683K 0.13% -2 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 1,696 $683K 0.67% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,686 $679K 0.1% +80 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,672 $673K 0.26% +20 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,664 $670K 0.03% +4 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,659 $668K 0.12% +40 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,657 $667K 0.1% +585 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,656 $667K 0.14% -480 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,654 $666K 0.04% -107 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,654 $666K 0.22% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,645 $662K 0.02% -414 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,644 $662K 0.14% -15 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,639 $660K 0.03% +11 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 1,631 $657K 0.05% -34 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,630 $656K 0.39% +187 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,630 $656K 0.12% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,620 $652K 0.01% -111 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,603 $646K 0.02% -13 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,576 $635K 0.08% +11 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,556 $627K 0.26% -97 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,555 $626K <0.01% -15 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,550 $624K 0.41% +650 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 1,546 $623K 0.7% 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 1,543 $621K <0.01% new 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,517 $616K 0.02% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,527 $615K 0.02% -1,181 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,522 $613K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,516 $610K 0.04% -436 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,511 $608K 0.02% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,221 $605K 0.04% -26 13F-HR Timeline American Trust More: the full row for American Trust 1,503 $605K 0.05% +40 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,333 $604K 0.3% +12 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,495 $602K 0.05% -930 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,493 $601K -140 Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,490 $600K 0.14% -140 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,485 $598K 0.34% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,481 $596K 0.09% -1 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,473 $593K 0.04% +386 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,457 $587K 0.3% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,454 $586K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,453 $585K 0.02% -244 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,452 $585K 0.18% -27 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,451 $584K 0.16% -7 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,427 $575K 0.04% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,414 $569K 0.02% -89 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,406 $566K 0.05% -177 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,379 $555K 0.18% 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,378 $555K 0.04% -130 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,373 $553K 0.26% -12,397 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,350 $548K +62 Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,247 $548K 0.25% +623 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,357 $546K 0.05% +45 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,356 $546K 0.1% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,356 $546K 0.05% +16 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,350 $544K 0.04% -33 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,348 $543K 0.41% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,347 $542K 0.03% +5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,340 $540K 0.04% +42 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,338 $539K <0.01% -1,347 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,326 $534K 0.05% +122 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,316 $530K 0.12% +70 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,313 $529K 0.02% -1,292 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,305 $526K 0.04% +146 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,303 $525K 0.03% -6,255 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,302 $524K <0.01% -17,425 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,293 $521K 0.02% -125 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,292 $520K 0.02% +117 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. 1,283 $517K 0.05% new 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,280 $515K 0.31% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,278 $515K 0.3% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,267 $510K 0.21% +614 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,267 $510K 0.04% +41 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,265 $510K 0.15% -1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,260 $507K 0.05% -54 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,260 $507K 0.07% +290 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,258 $507K 0.01% -2,286 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.