Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 8,300 $1.25M 0.64% 0 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 8,257 $1.24M 0.57% -179 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,220 $1.24M 0.05% -42,823 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,193 $1.23M 0.47% +488 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,183 $1.23M 0.09% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 8,168 $1.23M 0.17% 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,076 $1.21M 0.25% +92 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,050 $1.21M 0.05% -1,620 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,860 $1.18M 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,825 $1.18M 0.05% +2,574 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,695 $1.16M 0.02% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,658 $1.15M 0.34% +1,284 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,645 $1.15M <0.01% +2,091 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,600 $1.14M 0.35% +3,600 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,576 $1.14M 0.05% -2,080 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,578 $1.14M 0.05% +742 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,455 $1.12M 0.04% +843 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,413 $1.11M 0.03% -1,699 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,251 $1.11M 0.06% -60,029 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,360 $1.11M 0.76% +647 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,348 $1.1M 0.23% +7 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,313 $1.1M 0.02% +2,392 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,261 $1.09M 0.19% +1,298 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 7,242 $1.09M 0.19% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 7,209 $1.08M 1.07% -97 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,192 $1.08M 0.02% -865 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,184 $1.08M 0.01% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 7,091 $1.07M 0.1% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,091 $1.07M 0.04% -418 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,042 $1.06M 0.02% -32 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,952 $1.04M 0.05% +448 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,941 $1.04M 0.31% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,918 $1.04M 0.01% -1,492 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 6,803 $1.02M 1.04% -133 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,729 $1.01M 0.01% -39 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 6,666 $1M 0.01% -12,824 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,575 $988K 0.06% +720 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 6,920 $982K 0.49% +305 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,506 $978K 0.11% -56 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,427 $966K 0.01% +3,231 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 6,408 $963K 0.08% +1,218 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,373 $958K 0.01% +1,938 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,266 $942K 0.12% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,261 $941K 0.01% -147 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,254 $940K 0.01% +203 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,248 $939K 0.41% -2,521 13F-HR/A Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 6,216 $934K 0.05% new 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 6,211 $934K 0.41% +4,455 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 6,200 $932K 0.08% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 6,200 $932K 0.23% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,136 $922K 0.07% +770 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,128 $921K 0.02% +1,198 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,079 $914K 0.01% -74 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,078 $914K 0.01% -222 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 6,074 $913K 0.78% -987 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 6,000 $902K 0.02% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,960 $896K 0.18% +1,260 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,884 $885K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,809 $873K <0.01% +413 13F-HR Timeline Group HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 5,803 $872K 0.34% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,788 $870K 0.22% +3,284 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,782 $869K 0.31% 0 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 5,766 $867K 0.08% -555 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,764 $867K 0.01% -5,048 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,856 $864K 0.06% +368 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 5,746 $864K <0.01% 0 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,727 $861K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,726 $861K 0.04% -194 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 5,657 $851K 0.19% +1,496 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,633 $847K 0.14% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,631 $847K 0.02% -935 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 5,728 $845K 0.01% -69,521 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,616 $844K 0.1% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,608 $843K 0.11% +3 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,581 $839K 0.01% +3,011 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,576 $838K 0.01% +808 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,527 $831K 0.03% -74 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,520 $830K 0.06% +264 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 5,480 $824K 0.71% -690 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 5,476 $823K 0.28% -89 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,472 $823K 0.01% +730 13F-HR/A Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 5,470 $822K 0.03% -3,394 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,448 $819K 0.07% +1,033 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,400 $812K 0.03% +1,884 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,310 $798K 0.1% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 5,295 $796K 0.09% -514 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,279 $794K 0.3% new 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 5,192 $781K 0.76% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,188 $780K 0.27% +180 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,160 $776K 0.03% +4,734 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,150 $774K 0.76% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,120 $770K 0.06% +1,945 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,099 $766K 0.21% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,065 $761K 0.01% -321 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $759K 0.33% 0 13F-HR Timeline Amount filed as zero, left out of ratios. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,024 $755K <0.01% +1,301 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,811 $750K 0.02% +393 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 4,978 $748K <0.01% +140 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,958 $745K 0.72% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,940 $743K 0.03% +279 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,913 $739K 0.16% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,890 $735K 0.02% -7,641 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,890 $735K 0.43% -153 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,888 $735K 0.03% +3,310 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,862 $731K 0.02% +6 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,832 $726K 0.5% +402 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,809 $723K 0.01% -5,724 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,801 $722K 0.01% +2,326 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,775 $718K 0.05% +20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,704 $707K 0.02% -209 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,699 $706K 0.02% -177 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 4,677 $703K 0.66% +206 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,676 $703K 0.09% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,672 $702K 0.07% -1,082 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,441 $692K 0.02% +2,167 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,521 $680K 0.43% +90 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,506 $677K 0.02% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,504 $677K 0.06% +615 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,453 $669K 0.11% +2,663 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,450 $669K 0.02% +2,057 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,409 $663K 0.14% -501 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,393 $660K 0.32% +1,518 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,392 $660K 0.05% +550 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 4,386 $659K 0.02% +379 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,340 $652K 0.03% +1,078 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,416 $652K 0.02% -105 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,320 $650K 0.12% +769 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,281 $644K 0.16% +64 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,270 $642K 0.24% -11,450 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,253 $639K 0.02% +2,079 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,251 $639K 0.33% +26 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,239 $637K 0.03% +655 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,230 $636K 0.02% -180 13F-HR/A Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,215 $634K 0.06% +243 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,201 $632K 0.03% -12,937 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,186 $629K 0.03% +455 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,185 $629K 0.01% -670 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,185 $629K 0.42% +795 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,166 $626K 0.12% +192 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 4,160 $625K 0.02% -7,870 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,133 $621K 0.02% -1,523 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 4,132 $621K 0.02% 0 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,115 $619K 0.05% -1,452 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,114 $618K 0.05% -282 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,152 $613K 0.12% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,050 $609K 0.26% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,045 $608K <0.01% +1,009 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,043 $608K 0.05% -975 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,041 $607K 0.27% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,023 $605K 0.02% -3,994 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,005 $602K 0.06% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,974 $597K 0.05% -1,380 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,935 $592K 0.64% -613 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,000 $590K 0.25% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3,868 $586K 0.36% +379 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,894 $585K 0.01% +1,096 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,889 $585K 0.02% -1,653 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,860 $581K +1,232 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,849 $579K 0.02% +1,726 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,845 $578K 0.13% -109 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,834 $576K 0.17% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,823 $575K 0.13% +948 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,823 $575K 0.1% -167 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,792 $570K 0.06% +665 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,770 $567K 0.29% +1,730 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,720 $559K 0.14% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,687 $554K 0.39% -2,322 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,669 $552K 0.21% +2,409 13F-HR/A Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 3,600 $541K -1,950 Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,599 $541K 0.01% +269 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,587 $539K 0.02% -11,236 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,563 $536K 0.08% +119 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,546 $533K 0.01% -1,264 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,540 $532K 0.02% +330 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,525 $530K 0.38% +200 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,516 $529K +189 Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,503 $527K 0.2% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,467 $521K <0.01% +2,174 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,454 $519K 0.06% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,450 $519K 0.44% +2,150 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,430 $516K <0.01% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,407 $512K 0.01% +1,744 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3,407 $512K 0.04% +315 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,383 $509K 0.02% +1,251 13F-HR/A Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,365 $506K 0.1% -110 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,362 $505K 0.16% +201 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,340 $502K 0.04% +745 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,308 $497K 0.01% -20,249 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,304 $497K 0.02% +210 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,300 $496K 0.05% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,288 $494K 0.14% -87 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,284 $494K 0.01% -2,526 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,278 $493K 0.17% +1,108 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,274 $492K 0.01% -110 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,256 $489K 0.06% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. 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