AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 68,265 $214K <0.01% +52,748 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 67,928 $213K <0.01% +51,003 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 66,608 $209K 0.02% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 66,350 $208K 0.01% -2,000 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 65,374 $205K <0.01% -34,998 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 63,955 $201K <0.01% -18,550 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 63,348 $199K <0.01% +7,475 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 63,179 $198K <0.01% +6,393 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 62,229 $195K <0.01% +6,172 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 60,222 $189K <0.01% +34,391 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 58,411 $183K 0.01% +9,429 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 58,313 $183K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 58,130 $183K 0.02% -1,570 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 56,635 $178K 0.04% -3,912 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 51,870 $163K <0.01% +7,144 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 50,872 $160K 0.02% -19,536 13F-HR/A Timeline Group DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 50,000 $157K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 48,779 $153K 0.05% +16,376 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 47,831 $150K 0.02% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 46,742 $147K <0.01% +3,017 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 46,696 $147K <0.01% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 46,015 $144K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 45,191 $142K <0.01% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 44,683 $140K 0.08% +2,548 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 44,001 $138K 0.02% -11,145 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 43,396 $136K 0.01% -4,102 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 43,300 $136K <0.01% -728,410 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 42,676 $134K 0.01% -12,622 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 41,265 $130K 0.03% -5,070 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 41,049 $129K <0.01% -455,042 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 40,645 $128K <0.01% -8,857 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 39,466 $124K <0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 38,960 $122K <0.01% +9,332 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 38,490 $121K <0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 38,184 $120K <0.01% -15,083 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,368 $117K 0.01% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 35,528 $112K 0.11% -1,768 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 35,000 $110K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 34,869 $109K <0.01% -36,119 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 34,777 $109K <0.01% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 33,379 $106K 0.01% -10,990 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 33,695 $106K 0.01% +7,608 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 32,422 $102K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,231 $101K <0.01% +156 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 30,725 $96.5K <0.01% -3,938 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,534 $95.9K <0.01% +5,903 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 30,345 $95.3K <0.01% +3,499 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 30,240 $95K <0.01% 0 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 30,000 $94.2K 0.02% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 29,803 $93.6K <0.01% +1,682 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,761 $93.5K <0.01% +3,333 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,954 $91.1K <0.01% +16,752 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 28,880 $90.7K 0.02% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 30,000 $87.6K <0.01% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 27,520 $86.4K 0.05% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 26,794 $84.7K 0.01% +2,160 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,075 $81.9K <0.01% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 25,801 $81K 0.03% -1,698 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 25,788 $81K 0.01% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 25,787 $81K 0.05% +251 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 25,777 $80.9K 0.01% -1,991 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,531 $80.2K <0.01% +1,348 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 25,046 $78.6K <0.01% +1,580 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 25,000 $78.5K <0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,467 $73.7K <0.01% +4,941 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 22,993 $72.2K <0.01% -1,680 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 22,183 $69.7K 0.01% +246 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 22,136 $69.5K <0.01% +2,359 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 21,934 $68.9K <0.01% -332 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,725 $68.2K 0.01% -2,830 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 21,621 $67.9K 0.02% -3,789 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,006 $67.6K <0.01% +8,195 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 21,425 $67.3K <0.01% +9,302 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 21,284 $66.8K <0.01% -142 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 20,593 $64.7K <0.01% +5,614 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 20,399 $64.1K <0.01% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 20,000 $62.8K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,483 $61.2K <0.01% -15,885 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 19,450 $61.1K 0.01% -360 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 19,390 $60.9K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 19,375 $60.8K <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,223 $60.4K <0.01% -156,896 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 19,062 $59.9K 0.01% -1,289 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 19,000 $59.7K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,724 $58.8K <0.01% +1,995 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,394 $57.8K <0.01% +211 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 17,935 $56.3K 0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 17,782 $56K 0.05% +194 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,516 $55.2K <0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,364 $54.5K <0.01% -2,357 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 17,268 $54.2K 0.02% +513 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,979 $53.3K <0.01% +225 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 16,848 $52.9K 0.01% -43,617 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,528 $51.9K <0.01% +1,539 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,386 $51.5K <0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,300 $51.2K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,205 $50.9K <0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 16,169 $50.8K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16,039 $50.4K <0.01% +413 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,657 $49.5K <0.01% -1,109 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 15,733 $49.4K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,440 $49.1K <0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,284 $48K <0.01% +1,995 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 15,165 $47.6K 0.03% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 15,000 $47.1K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,896 $46.8K <0.01% +2,642 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 14,877 $46.7K <0.01% +250 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,789 $46.4K <0.01% new 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 14,686 $46.1K 0.01% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 14,684 $46.1K 0.02% -1,328 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,570 $45.8K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 14,339 $45K <0.01% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,269 $45K 0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 13,959 $43.8K <0.01% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 13,421 $42.1K 0.02% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 13,215 $41.5K <0.01% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 13,142 $41.3K 0.01% -833 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,083 $41.1K <0.01% +2,631 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,900 $40.5K <0.01% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 12,874 $40.4K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,771 $40.1K <0.01% -989 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,742 $40K <0.01% -38,290 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 12,593 $39.5K 0.01% -825 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,588 $39.5K <0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 12,498 $39.2K <0.01% +1,009 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 12,549 $39K <0.01% -11,317 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 11,969 $37.6K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 11,855 $37.2K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,712 $36.8K 0.01% +96 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,708 $36.8K <0.01% -7,222 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 11,636 $36.5K <0.01% -4,358 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,221 $35.7K <0.01% -2,128 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,171 $35.1K 0.01% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 11,087 $34.8K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11,079 $34.8K 0.01% +740 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,000 $34.5K <0.01% 0 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,892 $34.2K <0.01% +217 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 10,661 $33.5K 0.03% -729 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,530 $33.1K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 10,525 $33K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,459 $32.8K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,078 $32.3K <0.01% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 10,276 $32.3K 0.02% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,089 $31.7K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,018 $31.5K <0.01% +245 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 10,000 $31.4K 0.01% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 10,000 $31.4K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,612 $27K <0.01% -9,247 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 7,850 $24.6K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,365 $23.1K 0.01% +337 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,188 $19.4K <0.01% +1,604 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,000 $18.8K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,786 $15K <0.01% -240 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,442 $13.9K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,170 $13.1K <0.01% -638 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,157 $13.1K <0.01% -1,035 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 4,100 $12.9K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,000 $12.6K <0.01% -151 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,600 $11.3K 0.01% -3,392 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,804 $8.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,660 $8.35K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,018 $6.36K <0.01% +687 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,935 $6.08K <0.01% 0 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,809 $5.68K <0.01% -530 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,747 $5.49K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 1,707 $5.36K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,503 $4.72K <0.01% +530 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,190 $3.74K <0.01% +160 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,050 $3.3K <0.01% +500 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $3.14K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 991 $3.11K <0.01% +686 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 823 $2.58K <0.01% -40,151 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 778 $2.44K <0.01% +285 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 767 $2.44K <0.01% -1,143,682 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 631 $1.99K <0.01% +217 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 631 $1.98K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 529 $1.66K <0.01% -20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 529 $1.66K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 513 $1.61K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 504 $1.58K <0.01% +323 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 469 $1.48K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 375 $1.18K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 320 $1K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 299 $939 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 297 $933 <0.01% -341 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 260 $817 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 167 $524 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 143 $449 <0.01% -157 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 117 $370 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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