Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,937 $888K 0.01% +2,311 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,736 $865K 0.16% -2,823 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,710 $862K 0.02% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,705 $862K 0.03% +1,969 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 7,698 $861K 0.38% -24 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,693 $860K 0.14% -1,599 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,613 $851K 0.28% -189 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 7,600 $851K 0.36% -4,500 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,388 $826K 0.01% 0 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 7,346 $823K 0.5% +172 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,355 $823K 0.03% +1,762 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,318 $818K 0.26% +149 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,301 $817K 0.01% +765 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,017 $785K 0.05% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,030 $784K <0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,987 $781K 0.1% -19 13F-HR/A Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 6,936 $776K <0.01% +853 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,870 $768K <0.01% -222 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,774 $758K 0.02% -72 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,656 $744K <0.01% +977 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,624 $741K <0.01% +477 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,561 $734K 0.18% 0 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 6,552 $733K 0.45% -720 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,458 $722K 0.04% +273 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,400 $716K 0.02% +2,138 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,376 $713K 0.05% +866 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 6,324 $707K 0.07% -1,134 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,302 $705K 0.11% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,300 $705K 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,265 $701K 0.05% +51 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,203 $694K <0.01% -57,284 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,182 $691K <0.01% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,144 $687K 0.02% +2,411 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,127 $685K <0.01% +486 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,111 $683K 0.02% +1,443 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,091 $681K <0.01% +123 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,048 $676K 0.01% +854 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,931 $663K 0.13% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,908 $661K <0.01% -36,799 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,876 $657K <0.01% -15,077 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,823 $651K 0.05% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,809 $650K <0.01% -1,323 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,739 $642K 0.03% +164 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,734 $641K 0.01% +1,078 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,731 $641K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,726 $640K 0.02% +501 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,702 $638K 0.02% -50 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,494 $614K 0.01% +76 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,488 $614K <0.01% -96 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,464 $611K <0.01% +396 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,454 $610K 0.06% -369 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 5,406 $605K 0.01% +2,353 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,400 $604K 0.25% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 5,390 $603K 0.01% -830 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,376 $601K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,160 $599K 0.06% +1,142 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 5,339 $597K 0.28% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,336 $597K 0.01% +22 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,303 $593K 0.01% -370 13F-HR/A Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,283 $591K 0.07% +1,397 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,245 $587K 0.01% +1,567 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 5,229 $585K 0.22% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,175 $579K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,159 $577K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,130 $574K 0.01% +2,126 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,075 $568K 0.04% -1,000 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,013 $561K 0.13% -2,625 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,000 $559K 0.32% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,965 $555K <0.01% 0 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,909 $549K 0.07% +401 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,769 $533K 0.03% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,728 $529K 0.04% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,713 $527K +10 Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,697 $525K <0.01% -30 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,464 $520K 0.01% +1,748 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,463 $499K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,459 $499K 0.03% +10 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 4,427 $495K 0.06% +667 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,402 $492K 0.03% +2,074 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,397 $492K 0.01% +251 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,371 $489K 0.02% -121 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 4,325 $484K 0.22% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,312 $482K 0.02% +3 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,305 $481K 0.12% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,213 $471K 0.02% -2,244 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,200 $470K 0.22% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,201 $469K 0.13% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,151 $464K <0.01% -3,106 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,127 $462K 0.26% 0 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,125 $461K 0.01% +2 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,117 $460K 0.01% +968 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,067 $455K 0.01% +9 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 4,000 $447K 0.01% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,000 $447K 0.02% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,000 $447K 0.34% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,976 $445K 0.21% +133 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,975 $445K 0.02% +1,003 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,974 $444K <0.01% +25 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,923 $439K 0.01% -6 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,918 $438K 0.03% +22 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 3,829 $428K 0.35% -3,217 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,801 $425K 0.1% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,791 $424K 0.01% +300 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,780 $423K 0.11% -200 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,777 $422K 0.25% new 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. 3,716 $416K 0.01% +2 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,707 $415K 0.03% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,657 $409K 0.03% -459 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,656 $409K 0.02% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,609 $404K <0.01% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 3,600 $403K 0.11% +500 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 3,577 $400K 0.56% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,576 $400K 0.15% -689 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,555 $398K 0.01% +408 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,491 $396K 0.01% +35 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,541 $396K 0.02% +498 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,502 $392K 0.08% +61 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 3,500 $391K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,490 $390K 0.01% +1,287 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,467 $388K 0.01% -125 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,463 $387K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,452 $386K 0.01% +710 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,439 $385K 0.08% -37 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,429 $383K 0.07% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,413 $382K 0.02% -235 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,366 $376K 0.12% +5 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,350 $374K 0.1% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,947 $373K 0.02% +13 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,314 $371K 0.11% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,275 $366K 0.15% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,261 $365K 0.07% -489 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,224 $361K 0.01% +171 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,150 $352K 0.02% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,143 $351K 0.1% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,114 $348K 0.01% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,064 $343K 0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,025 $338K 0.06% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,000 $336K 0.21% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,956 $331K <0.01% new 13F-HR Timeline Group New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,949 $330K 0.07% +450 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,931 $328K <0.01% +439 13F-HR/A Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,910 $325K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,880 $322K 0.06% -80 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,853 $319K <0.01% +2,821 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,843 $318K 0.08% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,825 $316K 0.01% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,812 $314K 0.07% +59 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,809 $314K <0.01% new 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,786 $312K 0.03% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,774 $310K 0.16% -80 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,763 $309K <0.01% +52 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,748 $307K 0.01% -99 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,736 $306K 0.06% -341 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,125 $304K 0.02% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,140 $303K 0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,700 $302K 0.16% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,697 $302K 0.04% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,645 $296K 0.08% +412 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,633 $294K <0.01% -500 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,556 $286K 0.08% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,550 $285K 0.01% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,949 $284K 0.02% -86 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,518 $282K 0.09% -19 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,508 $280K 0.08% -149 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 2,500 $280K 0.28% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,500 $280K 0.01% 0 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2,500 $280K 0.05% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,500 $279K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,492 $279K 0.02% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,759 $278K 0.01% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,423 $271K 0.04% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,391 $267K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,375 $266K <0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,370 $265K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,367 $265K <0.01% +66 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,324 $260K 0.06% -105 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,323 $260K 0.01% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,302 $257K 0.15% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,292 $256K 0.17% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,282 $255K <0.01% -184 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,256 $253K <0.01% -2,256 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,237 $250K 0.01% +2,166 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,240 $250K 0.03% +4 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,199 $246K <0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,187 $245K 0.01% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 2,197 $243K 0.17% new 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,168 $242K 0.06% -592 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,151 $241K 0.01% -137 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,132 $238K 0.03% new 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 2,127 $238K 0.13% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,116 $237K <0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,076 $232K 0.01% new 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,075 $232K 0.05% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,033 $227K <0.01% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,028 $227K 0.06% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,017 $226K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,016 $226K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,011 $225K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,010 $225K 0.03% -6,698 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 2,000 $224K 0.04% new 13F-HR Timeline