Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,180 $973K 0.37% -322 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,169 $969K 0.18% +88 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,163 $966K 0.29% -63 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,156 $963K 0.03% -831 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,155 $962K 0.07% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,147 $959K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,143 $957K 0.02% +702 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,141 $956K 0.36% -227 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,137 $954K 0.17% +10 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,134 $953K 0.04% -9 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 2,115 $944K 0.01% -4,199 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,100 $938K 0.48% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,098 $937K 0.01% -8 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,092 $934K 0.43% -11 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,091 $934K 0.18% -20 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,036 $923K 0.52% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,063 $921K 0.22% +20 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,058 $919K 0.66% -506 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,052 $916K 0.01% -51 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,049 $915K 0.59% -84 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,044 $913K +688 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,039 $910K 0.05% +102 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,029 $906K 0.02% -107 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,025 $904K 0.09% +116 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,018 $901K 0.12% +15 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,017 $901K 0.03% -126 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,009 $897K 0.06% -931 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,009 $897K 0.36% -40 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,001 $894K 0.02% -13 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,000 $893K 0.37% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,000 $893K 0.21% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,997 $892K 0.15% -56 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,987 $887K 0.14% +2 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,983 $885K 0.02% +23 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,970 $885K 0.14% +59 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,980 $884K 0.12% -124 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,975 $882K 0.03% +96 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,975 $882K 0.16% -1,164 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,962 $876K 0.12% -13 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,974 $871K 0.4% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,940 $866K 0.03% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,925 $860K 0.14% -39 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,924 $859K 0.02% -166 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,905 $850K 0.03% -50 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,901 $849K 0.17% +174 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,895 $846K 0.06% +204 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,891 $844K 0.1% +101 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,881 $840K 0.02% -6 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,880 $839K 0.03% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,879 $839K 0.11% -40 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,870 $835K 0.11% +62 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,936 $833K 0.36% +670 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,856 $829K 0.09% -39 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,852 $827K 0.1% -100 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,837 $820K 0.01% +201 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,831 $818K 0.18% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,829 $817K 0.02% +423 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,825 $815K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,824 $815K 0.02% -19 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,821 $813K 0.02% +61 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,820 $813K 0.01% -152 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,907 $809K 0.18% +110 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,810 $808K 0.17% +87 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,806 $806K 0.25% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,789 $799K 0.06% -19 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,780 $795K 0.23% +86 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,830 $795K 0.01% -145 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,776 $793K 0.04% +210 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,759 $785K 0.4% -9 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,753 $783K 0.07% +115 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,751 $782K 0.1% +343 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,738 $776K 0.03% -884 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,735 $775K 0.02% +381 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,718 $767K 0.22% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,710 $764K 0.17% -634 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,709 $763K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,705 $761K 0.27% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,701 $760K 0.17% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,697 $758K 0.02% +234 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,691 $755K 0.16% +38 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,687 $753K 0.11% -81 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,674 $748K 0.09% -328 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,669 $745K 0.11% +209 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,666 $744K 0.24% +41 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,665 $744K 0.01% +838 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,672 $741K 0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,654 $739K 0.09% +322 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,649 $736K 0.25% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,644 $734K 0.03% +71 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,638 $731K 0.03% -2,603 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,635 $730K 0.35% +150 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,632 $729K 0.23% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,631 $728K 0.03% +1,003 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,629 $728K 0.01% +25 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 1,622 $724K 0.06% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,608 $718K 0.04% +152 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,607 $718K 0.01% -379 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,606 $717K 0.09% -99 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,601 $715K 0.02% +1 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,600 $714K 0.3% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,606 $713K 0.2% +2 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,588 $709K 0.11% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,572 $702K 0.43% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,570 $701K 0.05% +185 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,570 $701K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,565 $699K 0.02% +242 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,565 $699K 0.2% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,560 $697K <0.01% -499 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,558 $696K 0.03% +358 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,555 $694K 0.1% +211 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,553 $693K 0.33% -21 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,552 $693K 0.02% +14 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,550 $692K 0.35% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,550 $692K 0.1% -20 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,550 $692K 0.07% +32 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,546 $690K 0.07% -19 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,537 $686K 0.1% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,535 $685K 0.05% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,535 $685K 0.12% +218 13F-HR Timeline Group FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,533 $685K 0.67% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,507 $673K 0.25% +262 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,507 $672K 0.02% +416 13F-HR/A Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,495 $668K 0.16% +12 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,485 $663K 0.01% +131 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,482 $662K 0.04% -715 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,481 $661K 0.03% -693 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,474 $658K 0.14% +114 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,470 $656K 1.28% +111 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,463 $653K 0.08% -1,788 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,458 $651K 0.04% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,457 $651K 0.04% +807 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,448 $647K 0.12% +144 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,442 $644K 0.09% +561 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,434 $640K 0.18% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,433 $640K 0.08% -31 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,432 $639K 0.04% -175 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,429 $638K 0.01% -138 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,420 $634K 0.08% +8 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,417 $633K 0.02% +800 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,423 $632K 0.02% -553 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,412 $632K 0.01% +132 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,409 $629K 0.01% -6,997 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,407 $628K 0.04% +90 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,406 $628K 0.01% -36 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,404 $627K 0.12% -12 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,403 $626K 0.04% -2,846 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,401 $626K 0.02% -2,110 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,399 $625K 0.05% +305 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,397 $624K 0.04% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,393 $622K 0.05% +34 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,391 $621K 0.06% +425 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,385 $618K 0.05% +150 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,377 $615K 0.09% -51 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,376 $614K 0.03% +208 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 1,374 $614K 0.61% -35 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,374 $614K -126 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,355 $605K 0.03% +5 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,353 $604K 0.03% +77 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,348 $602K 0.42% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,343 $600K 0.28% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,392 $595K 0.05% +559 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,332 $595K 0.26% -68 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,321 $590K 0.04% -8,163 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,320 $589K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,319 $589K 0.02% +232 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,314 $587K 0.23% 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,310 $585K 0.1% +149 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,307 $584K 0.02% +92 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,303 $582K 0.01% +132 13F-HR/A Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,300 $581K <0.01% +191 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,341 $574K 0.01% +15 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,286 $574K 0.24% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,280 $572K 0.01% +34 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,276 $570K 0.15% 0 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,274 $569K 0.2% -1,054 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,265 $565K 0.14% +92 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,260 $563K 0.21% +111 13F-HR Timeline TOBAM More: the full row for TOBAM 1,259 $562K 0.15% +105 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,250 $558K 0.3% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,237 $552K 0.02% -82 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,233 $551K 0.16% +24 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,231 $550K 0.29% +65 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,218 $544K 0.06% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,215 $543K 0.07% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,213 $542K 0.02% +237 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,207 $539K 0.02% +197 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,191 $532K 0.09% -14 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,184 $529K 0.04% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,183 $528K 0.12% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,180 $527K 0.02% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,202 $525K 0.06% -60 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,172 $523K 0.01% +103 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,167 $521K 0.02% -233 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,164 $520K 0.06% +8 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,164 $520K 0.01% +317 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,160 $518K 0.08% +125 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,158 $517K 0.26% +23 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,153 $515K 0.34% +336 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,170 $512K 0.01% +303 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,138 $509K 0.01% -514 13F-HR Timeline