Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 12,458 $1.93M 0.29% +142 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 12,409 $1.93M 0.62% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,383 $1.92M 0.02% +888 13F-HR Timeline Group BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 12,129 $1.88M <0.01% -1,238 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 12,111 $1.88M 0.2% +1,560 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,083 $1.87M 0.03% +209 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,957 $1.85M 0.22% -1,430 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,845 $1.84M 0.01% -375 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,561 $1.79M 0.02% -4,128 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 11,493 $1.78M 0.25% 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 11,588 $1.78M 0.18% -16,924 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 11,406 $1.77M 1.48% +321 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,219 $1.74M 0.02% -4,874 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 11,185 $1.74M 0.32% -100 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,900 $1.69M 0.11% +250 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 10,808 $1.68M 0.18% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 10,764 $1.67M 0.18% +7 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,700 $1.66M 0.03% -1,511 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,584 $1.64M <0.01% -328 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,504 $1.63M 0.02% +1,105 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,504 $1.63M 0.03% +1,103 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,402 $1.61M 0.04% -3 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 10,354 $1.61M 0.04% +10 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,194 $1.58M 0.04% +14 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 10,116 $1.57M 0.01% -8,587 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,018 $1.55M 0.12% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,966 $1.55M 0.03% +2,374 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 9,936 $1.54M 0.84% -2,144 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,862 $1.53M 0.03% +1,860 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,848 $1.53M 0.02% +1,408 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,754 $1.51M 0.06% -7 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,721 $1.51M 0.01% -104 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 9,706 $1.51M 0.99% -650 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,959 $1.49M 0.52% -35 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 9,465 $1.47M 0.04% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,344 $1.45M 0.01% -1,865 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,241 $1.44M 0.19% +327 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 9,250 $1.43M 0.08% new 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 9,200 $1.43M 0.17% 0 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,143 $1.42M 0.02% 0 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,045 $1.4M 0.01% +2,150 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,834 $1.37M 0.02% +195 13F-HR Timeline Group CADINHA & CO LLC More: the full row for CADINHA & CO LLC 8,764 $1.36M 0.2% +550 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,697 $1.35M 0.01% -25 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 8,447 $1.31M 0.6% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 8,384 $1.3M 0.18% -12,449 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,383 $1.3M 0.09% +632 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,379 $1.3M 0.08% +3,076 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,105 $1.29M 0.39% -15 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 8,222 $1.28M 0.42% +3,036 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,211 $1.27M 0.2% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,183 $1.27M 0.02% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,177 $1.27M 0.02% -967 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,129 $1.26M 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,067 $1.25M <0.01% -9,124 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 8,035 $1.25M 0.3% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 8,019 $1.24M 0.12% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,984 $1.24M 0.07% -298 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,964 $1.24M 0.17% -450 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 7,946 $1.23M 0.26% +4,957 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,902 $1.23M 0.01% -1,954 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,775 $1.21M 0.08% +246 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,700 $1.2M <0.01% -51,600 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,654 $1.19M 0.11% -87 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,650 $1.19M 0.05% +2,650 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 7,633 $1.18M 0.91% -28 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,591 $1.18M 0.02% +3,233 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,590 $1.18M 0.11% +7 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,581 $1.18M 0.01% +3,013 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,522 $1.17M 0.03% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,475 $1.16M 0.28% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 7,471 $1.16M 0.03% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,420 $1.15M 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,420 $1.15M 0.01% -1,733 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,376 $1.14M <0.01% +2,046 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,371 $1.14M 0.01% +5,638 13F-HR/A Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 7,302 $1.13M 0.15% new 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 7,257 $1.13M 0.5% +626 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,240 $1.12M 0.8% 0 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,199 $1.12M 0.01% +513 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 7,130 $1.11M 0.04% -1,600 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 7,130 $1.11M 0.1% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,127 $1.11M 0.02% -10,779 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,691 $1.09M 0.12% +595 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,018 $1.09M 0.21% -200 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,010 $1.09M 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,889 $1.07M 0.2% +193 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,820 $1.06M 0.1% -1,074 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 6,808 $1.06M 0.11% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,737 $1.05M 0.07% +1,552 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,730 $1.04M 0.01% -3,433 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,614 $1.03M 0.13% -45 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,588 $1.02M 0.03% -3,652 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 6,558 $1.02M 0.05% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,511 $1.01M 0.02% -255 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,468 $1M 0.11% -1,968 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 6,450 $1M 0.43% -4,550 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,386 $991K 0.01% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,370 $988K 0.04% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,293 $976K 0.13% +4,727 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,251 $970K 0.01% -521 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,205 $963K 0.01% -253 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,200 $962K 0.1% -850 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,801 $961K 0.02% -297 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 6,194 $961K 0.07% +58 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 6,122 $950K 0.76% +430 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 6,114 $948K 0.51% -2,066 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,048 $938K <0.01% -19 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,043 $937K 0.04% +4,417 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,000 $931K 0.07% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 6,000 $931K 0.2% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,942 $923K 0.01% -5,490 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,777 $896K +1 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,753 $892K 0.01% +464 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,727 $888K 0.01% +4,852 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,650 $876K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,650 $876K 0.1% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,625 $872K 0.03% +171 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,561 $863K 0.05% +498 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,558 $862K 0.05% +150 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,540 $859K 0.17% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,463 $847K 0.08% -158 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,325 $826K 0.02% -10,003 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,314 $824K 0.02% +535 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,229 $811K 0.01% new 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 5,115 $793K 0.01% -274 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,048 $783K <0.01% 0 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,021 $779K 0.38% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,019 $779K 0.01% -4,129 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,014 $778K 0.03% new 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 4,987 $774K 0.09% +855 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,942 $767K 0.08% -3,826 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4,881 $757K 0.13% +575 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,843 $751K 0.41% -192 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,822 $749K 0.2% +13 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,809 $746K 0.09% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,771 $740K <0.01% -83,441 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,762 $739K 0.16% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,761 $737K <0.01% -7,060 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 4,712 $731K 0.25% -320 13F-HR Timeline LANSDOWNE PARTNERS (UK) LLP in group LANSDOWNE PARTNERS (UK) LLP More: the full row for LANSDOWNE PARTNERS (UK) LLP 4,647 $721K 0.03% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,626 $718K 0.01% -129 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,625 $717K 0.03% +2,911 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,562 $708K 0.02% -175 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 4,500 $698K 0.11% +687 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,500 $698K 0.01% -400 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 4,478 $695K 0.09% -149 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,434 $688K 0.02% -2,019 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,428 $687K 0.14% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,426 $678K <0.01% -315 13F-HR Timeline Group BIT Capital GmbH More: the full row for BIT Capital GmbH 4,368 $678K 0.02% -14,620 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,353 $675K 0.27% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,299 $667K 0.02% -419 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,283 $664K 0.05% -277 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 4,275 $663K 0.27% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 4,213 $654K 0.22% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,210 $653K 0.13% +1,710 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,179 $648K 0.16% -150 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,120 $639K 0.01% -115 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,116 $639K <0.01% -25 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,037 $626K 0.06% +84 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 4,023 $624K 0.03% 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,004 $621K 0.11% -114 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,000 $621K 0.05% -1,022 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,976 $617K <0.01% +585 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,963 $615K 0.01% -278 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,934 $610K 0.32% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,933 $610K 0.17% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,917 $608K 0.11% -233 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,907 $606K 0.13% -23 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 3,899 $606K <0.01% 0 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,877 $603K 0.02% -128 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,857 $598K 0.02% -348 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,852 $598K 0.18% -146 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,845 $596K 0.01% +8 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,839 $596K 0.03% -27 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,836 $595K 0.14% -220 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,787 $586K 0.03% -25 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,752 $583K 0.04% -1,391 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,726 $578K 0.45% +395 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,720 $577K 0.04% 0 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 3,720 $577K 0.75% 0 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 3,700 $574K 0.01% -1,000 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,685 $572K <0.01% -25,925 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,680 $571K 0.39% -310 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,670 $569K <0.01% -5,613 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,647 $566K 0.03% -782 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,641 $565K 0.01% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,631 $563K 0.04% -70 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,618 $561K 0.08% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,551 $551K <0.01% -792 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,500 $543K 0.11% 0 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 3,500 $543K 0.12% -1,000 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,489 $541K 0.01% +844 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,452 $536K 0.07% -355 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,446 $535K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,406 $528K 0.04% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,400 $527K 0.05% +400 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,384 $525K 0.01% +59 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,363 $522K 0.01% +44 13F-HR Timeline