Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,019 $931K 0.16% -82 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,082 $927K 0.16% +150 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,096 $927K 0.05% -85 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,080 $926K 0.04% -76 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,076 $924K 0.13% -352 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,052 $914K 0.02% +215 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,046 $911K 0.46% +52 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,943 $898K 0.26% -332 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,016 $898K 0.11% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,000 $890K 0.2% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,000 $890K 0.22% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,994 $888K 0.31% -108 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,994 $888K 0.25% -75 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,985 $884K 0.04% +3 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. 1,977 $880K 0.15% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,975 $879K 0.71% -80 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,971 $877K 0.01% -121 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,964 $874K 0.11% +727 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,961 $873K 0.3% +22 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,956 $871K 0.74% +710 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,955 $870K 0.05% -124 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,951 $869K 0.52% +169 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,912 $851K 0.33% +123 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,899 $845K 0.05% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,892 $842K 0.02% -3,021 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,887 $840K 0.02% +22 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,881 $837K 0.1% -328 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,880 $837K 0.04% -25,740 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,873 $834K 0.02% +233 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,872 $833K 0.02% -37 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,872 $833K 0.05% +60 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,859 $828K 1.45% -10 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,848 $823K 0.38% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,844 $821K 0.04% -6 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,839 $819K 0.13% +53 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,835 $817K 0.11% +45 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,822 $811K 0.03% +43 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,821 $811K 0.13% -47 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,820 $810K 0.01% -104 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,818 $809K 0.05% -335 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,816 $808K 0.06% -17 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,808 $805K 0.06% +15 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,807 $804K 0.04% +309 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,806 $804K 0.27% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,590 $800K 0.02% -1,074 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,795 $799K 0.3% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,794 $799K 0.06% -41 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,792 $798K 0.38% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,779 $792K 0.13% +11 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,776 $791K 0.03% -199 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,776 $791K 0.17% +423 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,774 $790K 0.19% -69 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,774 $788K 0.08% +39 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,766 $786K 0.09% +120 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,765 $786K 0.06% +1,314 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,754 $782K 0.07% +394 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 1,754 $781K 0.03% -33 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,744 $776K 0.06% -1,522 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,702 $776K +148 Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,739 $774K 0.09% +74 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,735 $772K 0.25% +376 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,735 $772K 0.14% -19 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,728 $769K 0.19% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,724 $768K 0.09% -5 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,720 $766K 0.38% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,708 $760K 0.05% +144 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,701 $757K 0.02% +187 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,701 $757K 0.18% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,700 $757K 0.02% +1,032 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,674 $745K 0.05% +201 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,674 $745K 0.23% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,648 $734K 0.03% -418 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,635 $728K 0.01% +25 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 1,626 $724K 0.06% -5 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,625 $723K 0.04% -193 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,622 $722K 0.48% -115 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,620 $721K 0.03% +85 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,619 $721K 0.25% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,617 $720K 0.06% +2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,615 $719K 0.01% -140 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,614 $719K 0.18% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,614 $719K 0.27% -40 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,603 $714K 0.02% +809 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,603 $714K 0.01% -2,594 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,600 $712K 0.02% +152 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,600 $712K 0.02% -3 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,596 $711K 0.01% -181 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,589 $707K 0.05% -226 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,585 $706K <0.01% +30 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,584 $705K 0.01% -169 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 1,572 $700K <0.01% -1,375 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,571 $699K 0.05% +837 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,570 $699K 0.11% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,565 $697K 0.24% 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,560 $694K 0.02% -76 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,558 $694K 0.04% +108 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,553 $691K 0.02% -1,724 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,550 $690K 0.41% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,547 $689K 0.02% +5 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,544 $687K 0.02% -42 13F-HR Timeline Group RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,519 $676K 0.03% -195 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,484 $671K 0.26% -1,124 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,505 $670K 0.04% +260 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 1,504 $670K 0.25% 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,503 $669K 0.29% +7 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,498 $667K 0.08% -300 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,497 $666K 0.14% +133 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,496 $666K 0.21% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,489 $663K 0.02% +295 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,488 $662K 0.02% +9 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,485 $661K 0.05% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,476 $657K +8 Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,474 $656K 0.06% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,465 $652K 0.1% -116 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,457 $649K 0.04% -328 13F-HR/A Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,385 $646K 0.07% -4,104 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,442 $642K 0.03% +641 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,441 $642K 0.08% +213 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,433 $638K 0.12% +435 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,380 $634K 0.02% -9 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,417 $631K 0.04% -29 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,416 $630K 0.16% -13 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,413 $629K 0.09% -78 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,405 $625K 0.04% +163 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,379 $614K 0.1% -188 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,373 $611K 0.25% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,366 $608K 0.01% -18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,362 $606K 0.01% +19 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 1,353 $602K 0.03% -6,763 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,348 $600K 0.44% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,346 $599K 0.02% -993 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,341 $597K 0.04% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,341 $597K 0.18% -15 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,326 $590K 0.01% +55 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,325 $590K 0.05% +238 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,324 $589K 0.37% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,323 $589K 0.06% +80 13F-HR Timeline American Trust More: the full row for American Trust 1,311 $584K 0.05% +9 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,309 $583K 0.07% +222 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,300 $579K 0.04% +2 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,291 $575K 0.26% -61 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,288 $573K 0.04% +104 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,284 $572K 0.04% +29 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,280 $570K 0.06% +24 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,276 $568K 0.16% 0 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,271 $566K 0.2% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,270 $565K 0.01% +504 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,262 $562K 0.16% +50 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,258 $560K 0.04% -531 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,256 $559K 0.01% +835 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,254 $558K 0.04% +143 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,253 $558K 0.01% +379 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,253 $558K 0.27% +27 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,251 $557K <0.01% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,250 $556K 0.36% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,249 $556K 0.12% +176 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,246 $555K 0.01% +74 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,243 $553K 0.04% +85 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,240 $552K 0.08% -87 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,240 $552K 0.43% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,239 $552K <0.01% -78 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,234 $549K 0.14% -31 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,230 $548K 0.05% new 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,223 $544K 0.16% +135 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,220 $543K 0.01% -24 13F-HR Timeline Group Holocene Advisors, LP More: the full row for Holocene Advisors, LP 1,216 $541K <0.01% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,216 $541K 0.46% +60 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,211 $539K 0.01% -10,372 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,124 $536K 0.02% +176 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,202 $535K 0.12% 0 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,200 $534K 0.28% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,192 $531K 0.02% -33 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,170 $521K 0.06% -191 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,155 $514K 0.04% -12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,097 $514K 0.04% -16 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,148 $511K 0.27% +4 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,145 $510K 0.34% +40 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,137 $506K 0.11% +160 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,137 $506K 0.09% -22 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,135 $505K 0.01% +4 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,134 $505K 0.01% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,133 $504K 0.26% +19 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,044 $500K 0.08% -385 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,123 $500K 0.07% +5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,113 $496K 0.03% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,106 $492K 0.04% +265 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,091 $486K 0.18% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,082 $482K 0.14% -27 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,081 $481K 0.03% -114 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,071 $477K 0.01% -59 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,353 $476K 0.06% new 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,061 $472K 0.01% +115 13F-HR/A Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,060 $472K 0.22% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,059 $471K 0.05% -10 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,052 $468K 0.06% -221 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,052 $468K 0.11% -36 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,052 $468K 0.03% -24 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,046 $466K 0.02% +1,043 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,045 $465K 0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,039 $463K 0.12% +16 13F-HR Timeline