Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,197 $469K 0.04% +20 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 1,872 $468K 0.02% -52 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,866 $466K 0.03% -30 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,859 $465K 0.01% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,850 $462K 0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,846 $461K 0.01% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,842 $460K 0.17% -11 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,839 $460K 0.01% +70 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,832 $458K 0.03% -82 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,831 $458K 0.09% -85 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,799 $450K 0.05% +158 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,793 $448K 0.2% +86 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,783 $446K 0.01% +275 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,018 $445K <0.01% +1,068 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,756 $439K 0.01% -6 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,742 $435K 0.01% +22 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,741 $435K -2 Timeline Quarry LP More: the full row for Quarry LP 1,730 $432K 0.09% +1,256 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,726 $431K 0.04% -3,027 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,717 $429K 0.06% +94 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,716 $429K 0.02% -71 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,697 $424K 0.06% +230 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 1,694 $423K 0.05% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,689 $422K <0.01% -495 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,673 $418K 0.16% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,672 $418K <0.01% +346 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,667 $416K 0.01% +9 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,654 $413K 0.01% +58 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,642 $410K 0.02% -5 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,634 $408K 0.01% +472 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,615 $404K 0.12% -3,237 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,615 $403K 0.06% -42 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,612 $403K 0.01% -11,365 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,610 $402K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,608 $402K 0.01% -12 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,602 $400K 0.02% -5 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,602 $400K 0.05% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,602 $400K 0.01% +57 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,596 $399K <0.01% -155 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,591 $398K 0.01% +180 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,572 $393K 0.02% -4,357 13F-HR Timeline Group CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,452 $389K 0.37% +1 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,550 $387K 0.04% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,539 $385K 0.01% -29 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,522 $380K <0.01% -13,980 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,520 $380K <0.01% -82 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 1,516 $379K 0.33% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,515 $379K 0.05% -462 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,503 $376K 0.05% -2 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,495 $374K <0.01% -791 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,473 $368K 0.03% -860 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,467 $367K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,445 $361K <0.01% -102 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,423 $356K 0.01% +379 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,417 $354K 0.06% +192 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,402 $350K 0.01% new 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,400 $350K 0.01% +37 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,392 $348K <0.01% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,439 $342K 0.01% +587 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,355 $339K 0.01% +466 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,268 $337K 0.01% +57 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,346 $336K 0.02% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,344 $336K 0.02% +65 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,343 $336K 0.02% +43 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,315 $329K 0.17% -57 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,309 $327K 0.04% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,308 $327K 0.01% -16 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,306 $326K 0.04% +218 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,293 $323K 0.01% 0 13F-HR/A Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,289 $322K 0.29% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,281 $320K 0.02% -1,245 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,278 $319K <0.01% new 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,261 $315K 0.13% +6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,258 $314K 0.03% +1,218 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,241 $310K 0.09% -65 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,237 $309K <0.01% +134 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,225 $306K 0.2% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,224 $306K <0.01% +93 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,215 $304K 0.05% -249 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,205 $301K 0.02% +117 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,202 $300K 0.01% +48 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,197 $299K 0.03% -1 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,139 $298K 0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,187 $297K 0.03% +8 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,187 $297K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 986 $296K <0.01% -84 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,186 $296K 0.02% -38,105 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,183 $296K <0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,172 $293K 0.03% +14 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,167 $292K 0.03% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,166 $291K 0.06% +22 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,158 $289K 0.08% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,155 $289K 0.19% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,149 $287K 0.02% -3,194 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,069 $286K 0.03% -153 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,125 $281K 0.01% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,117 $279K 0.02% -409 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,111 $278K 0.02% +171 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,106 $276K 0.22% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,103 $276K 0.04% +12 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $275K 0.04% -3 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,098 $274K <0.01% new 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,096 $274K 0.02% +37 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,092 $273K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,077 $269K 0.01% -18 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,076 $269K 0.03% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,075 $269K 0.07% -1 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,070 $267K 0.06% +2 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,065 $266K 0.01% -848 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,057 $264K 0.01% new 13F-HR/A Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,051 $263K 0.04% +52 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,046 $261K 0.03% -44 13F-HR 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. 1,040 $260K 0.01% -191 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,036 $259K 0.01% +15 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,030 $257K 0.01% -605 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,030 $257K 0.05% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,025 $256K 0.25% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,025 $256K <0.01% -819 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,024 $256K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,023 $256K 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,011 $253K <0.01% -1 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,006 $251K 0.01% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,000 $250K 0.01% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $250K 0.01% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,000 $250K 0.03% -300 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $250K 0.02% +900 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $250K 0.08% -3 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 999 $250K 0.11% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 998 $249K 0.03% +4 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 985 $246K 0.03% +8 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 984 $246K 0.06% -39 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 978 $244K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 968 $242K 0.03% +15 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 966 $241K 0.17% 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 965 $241K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 965 $241K 0.04% -282 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 968 $241K <0.01% +30 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 958 $239K <0.01% -471 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 955 $239K 0.04% -42 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 949 $237K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 946 $236K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 944 $236K 0.07% -152 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 928 $232K 0.02% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,085 $232K 0.04% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 924 $231K 0.15% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 923 $231K 0.02% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 920 $230K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 919 $230K 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 915 $229K <0.01% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 915 $229K 0.03% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 914 $228K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 914 $228K 0.02% new 13F-HR Timeline Orchard Capital Management, LLC More: the full row for Orchard Capital Management, LLC 912 $228K 0.3% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 874 $224K 0.02% -98 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 894 $223K 0.08% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 892 $223K 0.04% -880 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. 891 $223K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 888 $222K 0.03% -628 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 887 $222K 0.04% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 884 $221K 0.07% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 881 $220K 0.15% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 876 $219K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 872 $218K <0.01% +344 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 865 $216K 0.01% +864 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 863 $216K 0.12% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 852 $213K 0.08% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 846 $211K 0.09% -197 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 843 $211K 0.01% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 837 $209K 0.12% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 834 $208K 0.07% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 833 $208K 0.01% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 832 $208K 0.03% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 829 $207K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 829 $207K 0.02% +83 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 820 $205K <0.01% new 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 818 $204K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 814 $203K 0.02% -6 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 813 $203K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 810 $202K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 809 $202K 0.01% +48 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 803 $201K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 845 $201K 0.01% -200 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 802 $200K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 780 $195K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 773 $193K 0.03% -4,487 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 742 $185K 0.01% -2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 692 $173K 0.1% -7 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 671 $168K 0.19% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 728 $167K 0.02% -1,137 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 615 $154K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 577 $144K <0.01% -135 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 574 $143K 0.08% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 550 $137K 0.01% -256 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 536 $134K <0.01% -13 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 530 $132K <0.01% -12 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 528 $132K 0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 491 $123K 0.03% +31 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 469 $120K 0.08% +33 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 480 $120K <0.01% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 470 $117K 0.03% 0 13F-HR Timeline