IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,033 $1.64M 0.05% +1,158 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 10,022 $1.63M 0.41% +251 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 9,988 $1.63M 0.11% -714 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,986 $1.63M 0.03% +97 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 9,962 $1.62M 0.5% -1,526 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,906 $1.61M 0.17% -1,224 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,881 $1.61M 0.02% -28,637 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,852 $1.61M 0.12% -1,211 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,820 $1.6M 0.07% -815 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,784 $1.59M 0.05% -12,769 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 9,779 $1.59M 0.03% +4,495 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,759 $1.59M 0.81% -532 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 9,743 $1.59M 0.68% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 9,737 $1.59M 0.33% -769 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,717 $1.58M 0.03% -5 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,665 $1.57M 0.57% -425 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 9,610 $1.57M 0.65% 0 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 9,580 $1.56M 1.02% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,570 $1.56M 0.25% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 9,569 $1.56M 0.07% +234 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 9,558 $1.56M 0.19% -185 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 9,519 $1.55M 0.62% +784 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 9,482 $1.54M 0.22% -2,203 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 9,425 $1.54M 0.04% -15,251 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,398 $1.53M 0.07% +1,464 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 9,357 $1.52M 0.37% new 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 9,352 $1.52M 0.71% +741 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,351 $1.52M 0.07% -93 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,331 $1.52M 0.05% +238 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,269 $1.51M 0.06% +2,961 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 9,268 $1.51M 0.22% 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 9,213 $1.5M 0.39% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 9,200 $1.5M 0.1% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,186 $1.5M 0.16% -498 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 9,159 $1.49M 0.39% -487 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,148 $1.49M 0.27% +7,654 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,120 $1.49M 0.06% -817 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,061 $1.48M 0.08% +2,233 13F-HR/A Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 9,036 $1.47M 0.17% +215 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,034 $1.47M 0.06% -273 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,023 $1.47M 0.15% -276 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 9,022 $1.47M 0.63% +172 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,011 $1.47M 0.05% -952 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,995 $1.47M 0.03% -433 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,978 $1.46M 0.11% +203 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 8,954 $1.46M 0.5% +24 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,938 $1.46M 0.17% +383 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,904 $1.45M 0.12% -6,773 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 8,729 $1.42M 0.2% +6,828 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,669 $1.41M 0.23% +1,034 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,669 $1.41M 0.19% -1,738 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 8,636 $1.41M 0.39% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,628 $1.41M 0.27% -1,374 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,590 $1.4M 0.05% -961 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,568 $1.4M 0.89% -22 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,555 $1.39M 0.05% -9 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 8,552 $1.39M 0.22% -138 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,552 $1.39M 0.27% +1,516 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 8,523 $1.39M 0.74% 0 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 8,501 $1.39M 1.72% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,483 $1.38M 0.02% -1,548 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,502 $1.38M 0.03% -16,093 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,456 $1.38M 0.65% 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,425 $1.37M 0.35% -52 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 8,393 $1.37M 0.56% +584 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 8,354 $1.36M 0.68% +68 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,303 $1.35M 0.01% -190 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,265 $1.35M 0.87% -25 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,243 $1.34M 0.27% +168 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,217 $1.34M 0.04% -3,423 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,136 $1.32M 0.19% +2 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,088 $1.32M 0.1% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,973 $1.3M 0.01% +4,002 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 7,962 $1.3M 0.13% -2,110 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,942 $1.29M 0.09% -427 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,917 $1.29M -800 Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,916 $1.29M 0.65% 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,875 $1.28M 0.86% +4,559 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 7,814 $1.27M 0.88% -1,052 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 7,741 $1.26M 0.46% -650 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,720 $1.26M 0.22% -2,186 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,679 $1.25M 0.07% -17 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 7,645 $1.25M 0.47% -476 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 7,622 $1.24M 0.31% +108 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,618 $1.24M 0.09% +5,498 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 7,640 $1.24M 0.01% -67 13F-HR Timeline Group Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,581 $1.24M 0.44% -87 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 7,562 $1.23M 0.3% +107 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,537 $1.23M 0.06% -3,061 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,517 $1.22M 0.03% -511 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 7,513 $1.22M 0.34% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,502 $1.22M 0.02% +1,219 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,470 $1.22M 0.07% -3 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 7,322 $1.21M 0.49% +776 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,404 $1.21M 0.02% +5,765 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,304 $1.19M 0.55% +19 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,302 $1.19M 0.05% -840 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,236 $1.18M 0.12% +1,580 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,211 $1.17M 0.02% +1,475 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 7,177 $1.17M 0.57% +1,183 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,130 $1.16M 0.14% -161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,130 $1.16M 0.25% -80 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 7,123 $1.16M 0.01% -34,865 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,108 $1.16M 0.42% +398 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 7,106 $1.16M 0.14% -2,848 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,082 $1.15M 0.44% 0 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,060 $1.15M 0.09% -287 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,986 $1.14M 0.05% -197 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,950 $1.13M 0.39% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,947 $1.13M 0.36% -1,409 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,917 $1.13M 0.07% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,905 $1.13M 0.12% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,892 $1.12M 1.02% +199 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,862 $1.12M 0.11% -822 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,778 $1.1M -209 Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 6,755 $1.1M 0.39% -113 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,735 $1.1M 0.58% +10 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,705 $1.09M 0.22% +480 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,665 $1.09M 0.01% -606 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,664 $1.09M 0.04% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,661 $1.09M 0.14% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,651 $1.08M 0.05% +626 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,643 $1.08M 0.01% +2,111 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 6,575 $1.07M 0.19% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,565 $1.07M 0.22% +1,334 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,547 $1.07M 0.1% -1,374 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,483 $1.06M 0.24% -84 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,417 $1.05M 0.38% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,389 $1.04M 0.05% -92 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,334 $1.03M 0.19% -62 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,969 $1.03M 0.1% +317 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,296 $1.03M 0.05% -52 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,273 $1.02M 0.06% +2,822 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,271 $1.02M 0.01% +313 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,269 $1.02M 0.05% -374 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 6,267 $1.02M 0.6% -636 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,265 $1.02M 0.01% -805 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,210 $1.01M 0.1% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,191 $1.01M 0.09% -28 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 6,185 $1.01M +1,825 Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 6,181 $1.01M 0.01% -294 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,170 $1.01M 0.61% +137 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,168 $1.01M 0.09% -22 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 6,035 $1M 0.18% -31,369 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 6,126 $998K 0.01% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,101 $994K 0.23% +1,158 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,092 $993K 0.04% +935 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 6,073 $989K 0.27% -49 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 6,064 $988K 0.82% +429 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,806 $986K 0.97% +395 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,051 $986K 0.21% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,040 $984K 0.07% 0 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 6,000 $978K 0.04% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 6,000 $978K 0.12% +3,000 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,981 $974K 0.45% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,976 $974K 0.15% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 5,948 $969K 0.03% -823 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,927 $966K 0.08% +228 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,923 $965K 0.07% -80 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 5,855 $954K 0.4% +60 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,692 $951K 0.05% -120 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,838 $951K 0.03% +402 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,830 $950K 0.06% 0 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,823 $949K 0.25% +252 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,741 $935K 0.06% -423 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,728 $933K 0.21% +1,162 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,701 $929K 0.25% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,701 $929K 0.04% -49 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,676 $925K 0.22% +332 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 5,642 $919K 0.36% -1,767 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,638 $919K 0.27% +212 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,634 $918K 0.05% +652 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,626 $917K 0.04% -2,189 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,383 $916K 0.82% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,618 $916K 0.33% +500 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,618 $915K 0.06% +82 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,602 $913K 0.08% +2,189 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,575 $908K 0.01% -789 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,564 $907K 0.07% -165 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,554 $905K 0.23% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,534 $902K 0.05% +489 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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