Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,307 $418K 0.01% +7 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,301 $417K 0.05% -330 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,303 $417K 0.02% -7,600 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,297 $416K 0.01% -178,514 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,280 $414K 0.02% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,266 $412K 0.06% -10,246 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,282 $412K 0.05% +897 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,234 $408K <0.01% +1,547 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,213 $406K 0.24% +311 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,210 $405K 0.02% +47 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,208 $405K <0.01% +417 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,199 $404K 0.01% +11 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 3,199 $404K 0.02% -23,159 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,158 $399K 0.1% -2,221 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,152 $398K 0.03% +893 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,144 $397K 0.03% -71,418 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,102 $392K 0.45% -17 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,095 $391K <0.01% +880 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,049 $385K 0.06% +610 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,112 $383K 0.06% -772 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 3,000 $380K 1.23% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,001 $379K 0.08% +1,051 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,999 $379K 0.07% -1,067 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,995 $378K 0.13% -50 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,985 $377K 0.01% -138 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,959 $374K 0.06% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,948 $372K 0.07% new 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,936 $371K 0.03% 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 2,916 $368K 0.03% +218 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,907 $367K 0.03% -1 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,886 $364K 0.04% +237 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,880 $364K 0.1% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,856 $361K 0.04% -6,686 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,804 $354K 0.07% -137 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,797 $353K 0.02% -151 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,757 $348K 0.28% +40 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,755 $348K 0.1% +1,241 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,734 $345K 0.18% -12,608 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,733 $345K 0.05% -67 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,729 $345K 0.03% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,726 $344K 0.18% new 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,709 $342K 0.01% +2,397 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,695 $337K 0.02% -813 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,655 $335K 0.32% +204 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,652 $335K 0.07% -503 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,651 $335K 0.19% +115 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,650 $335K 0.1% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,638 $333K 0.07% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,631 $332K +337 Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,600 $328K 0.29% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,597 $328K 0.1% -95 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,589 $327K 0.13% +1 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,584 $326K 0.07% -2,258 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,574 $325K 0.03% new 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,547 $322K 0.14% +566 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,544 $321K 0.01% +40 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,563 $321K 0.18% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,531 $320K 0.01% new 13F-HR Timeline Group Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,534 $320K 0.53% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,508 $317K 0.08% +710 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,503 $316K 0.1% +155 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 2,500 $316K 0.32% -500 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,492 $315K 0.01% +149 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,491 $315K 0.13% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,489 $314K 0.06% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,482 $313K 0.03% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,475 $313K 0.01% +231 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,222 $312K 0.02% -10,805 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,430 $307K 0.08% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,429 $307K <0.01% -89,288 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,418 $305K 0.01% -1,859 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,412 $305K <0.01% +101 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,395 $302K <0.01% -350 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,390 $302K <0.01% -28,394 13F-HR Timeline Group Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 2,390 $302K 0.48% -8,260 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,376 $300K 0.01% -217 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,371 $299K <0.01% +213 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,300 $290K 0.31% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,284 $288K 0.09% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,273 $287K 0.1% +1,164 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,266 $286K 0.02% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,263 $286K 0.02% +589 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 2,255 $285K 0.17% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,229 $281K 0.02% +343 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,224 $281K 0.05% +475 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,200 $278K 0.03% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,194 $277K 0.09% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,191 $277K <0.01% -317 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,179 $275K 0.22% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,171 $274K 0.03% +714 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,006 $272K 0.04% -675 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,154 $272K 0.02% +285 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,150 $272K 0.02% -690 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,143 $271K 0.25% new 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 2,143 $271K 0.21% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,137 $270K 0.01% -392 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,118 $267K 0.01% -34 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,100 $265K <0.01% -75 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,097 $265K 0.02% -100 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 2,096 $265K +2,091 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,091 $264K 0.05% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,077 $262K 0.05% +55 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,055 $260K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,048 $259K 0.01% -26 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,047 $258K 0.06% +372 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,041 $258K <0.01% -21 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,029 $256K 0.02% +468 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,021 $255K <0.01% -1,928 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $253K 0.79% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,991 $251K 0.02% -859 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,983 $250K 0.05% +134 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,975 $249K 0.05% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,949 $246K 0.03% new 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,927 $243K 0.13% -17 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,920 $242K 0.02% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,916 $242K 0.02% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,913 $242K 0.25% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,912 $241K <0.01% -1,890 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,910 $241K 0.14% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,908 $241K <0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,908 $241K 0.01% -521 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,899 $240K <0.01% 0 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,766 $239K 0.14% -316 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,886 $237K 0.01% -652 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,874 $237K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,874 $237K 0.01% -203 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,870 $236K 0.11% +279 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,866 $236K 0.01% +1,507 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,865 $236K <0.01% +246 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,850 $234K 0.02% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,844 $233K 0.16% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,820 $230K 0.01% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,806 $228K 0.04% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,805 $228K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,801 $227K 0.01% -64 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,799 $227K <0.01% +40 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 1,787 $226K 0.23% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,785 $225K 0.03% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,745 $220K 0.12% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,744 $220K 0.08% 0 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,743 $220K 0.02% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,736 $219K 0.01% -10 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,728 $218K 0.13% -515 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 1,720 $217K 0.17% new 13F-HR/A Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,715 $217K 0.01% 0 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,713 $216K 0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,625 $216K 0.02% -80 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,707 $216K 0.03% -5 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,708 $216K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,701 $215K 0.01% -2,081 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,693 $214K 0.03% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,685 $213K 0.01% -115 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,687 $211K 0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,666 $210K 0.03% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,657 $209K 0.04% +12 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,657 $209K 0.05% -60 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,651 $208K <0.01% -170 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,651 $208K 0.02% -2,793 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,640 $207K 0.02% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,635 $206K 0.15% +13 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,632 $206K 0.05% -310 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,631 $206K 0.05% -205 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,613 $204K 0.02% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,610 $203K 0.14% -418 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,606 $203K 0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,605 $203K 0.06% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,600 $202K 0.01% +3 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,589 $201K <0.01% -87 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,559 $197K 0.02% +1,011 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,456 $184K 0.01% -66 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,400 $177K 0.09% +150 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,399 $177K 0.08% +51 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,395 $176K 0.03% +25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,380 $174K 0.02% +74 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,344 $170K 0.04% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,194 $151K 0.06% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,193 $151K 0.06% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,169 $146K 0.09% -65 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,149 $145K 0.01% 0 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 1,002 $144K 2.38% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,131 $143K <0.01% -7 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,105 $140K 0.1% -845 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,091 $138K 0.09% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,070 $135K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,065 $134K 0.03% -492 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,061 $134K 0.02% +259 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,061 $134K <0.01% +393 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,060 $133K <0.01% +281 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,048 $132K 0.01% +902 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,045 $132K 0.03% +10 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,045 $132K 0.04% -29 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,007 $127K 0.09% -19 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,005 $127K <0.01% +598 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,000 $126K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 970 $122K 0.07% +53 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 928 $117K -350 Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 912 $115K 0.04% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 910 $115K -79,529 Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 899 $114K 0.19% -11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 874 $110K <0.01% +334 13F-HR Timeline