Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,798 $644K 0.01% -2,454 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,740 $634K 0.02% -1,038 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,735 $633K 0.01% +26 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 3,720 $631K 0.81% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,680 $624K 0.46% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,675 $623K 0.03% +65 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 3,661 $621K 0.47% -136 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,654 $619K 0.01% 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,618 $613K 0.1% +875 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,598 $610K <0.01% +145 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,564 $604K 0.01% +207 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,562 $604K 0.26% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,540 $600K 0.01% +86 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,460 $587K 0.02% -1,850 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,446 $584K 0.03% 0 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 3,432 $582K 0.14% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,429 $581K 0.02% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,427 $581K 0.03% 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 3,382 $573K 0.07% -1,518 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,339 $566K 0.03% +556 13F-HR/A Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,315 $562K 0.02% new 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,287 $557K 0.06% -302 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,251 $551K 0.01% -1,693 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,246 $550K 0.13% +83 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,244 $550K 0.01% -10,704 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,230 $548K 0.16% -551 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3,217 $545K 0.11% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,194 $541K 0.12% -315 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,191 $541K 0.02% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,092 $524K 0.05% -143 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,044 $522K 0.01% -367 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 3,070 $520K 0.09% -349 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 3,067 $520K 0.38% 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 3,035 $515K 0.55% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 3,024 $513K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,014 $511K 0.01% -748 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 2,982 $506K 0.31% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,978 $505K 0.04% -226 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,448 $503K 0.03% -85 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,961 $502K 0.03% -41 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,947 $500K 0.01% -437 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,945 $499K 0.01% -344 13F-HR Timeline Group ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 2,935 $498K 0.34% +6 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,880 $488K 0.04% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,878 $488K 0.06% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,878 $488K 0.17% +2,259 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,862 $486K 0.01% -294 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,832 $480K <0.01% +618 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,831 $480K 0.32% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,825 $479K 0.01% +727 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,800 $475K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,799 $475K 0.01% -2,679 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,787 $472K 0.01% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,759 $468K 0.03% -25 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,753 $467K <0.01% +177 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,745 $466K 0.18% -3,547 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,730 $463K -524 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,689 $456K 0.01% -889 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,661 $451K 0.04% +1,334 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,647 $449K 0.02% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,644 $448K 0.06% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,067 $445K 0.07% +251 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,605 $442K 0.13% -732 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,063 $441K 0.12% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,578 $437K 0.06% -260 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,566 $435K 0.01% +28 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,550 $432K 0.02% -1,859 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,548 $432K 0.12% -233 13F-HR/A Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,500 $424K 0.04% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 2,494 $423K 0.07% +250 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,492 $422K <0.01% +181 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,485 $421K 0.07% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,440 $414K 0.15% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,434 $413K +87 Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,433 $412K 0.06% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,424 $411K <0.01% +458 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,420 $410K 0.01% +349 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,417 $410K 0.01% -3 13F-HR Timeline Group Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,415 $409K 0.07% +3 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,395 $406K 0.04% -529 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,368 $402K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,370 $402K <0.01% +1,296 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,368 $401K <0.01% +177 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,358 $400K 0.09% -909 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,344 $397K 0.03% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,299 $390K 0.03% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,294 $389K 0.03% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,285 $387K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,274 $386K 0.02% +528 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,252 $382K 0.09% 0 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,250 $381K 0.21% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,241 $380K 0.35% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,224 $377K 0.01% -136 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,218 $376K 0.02% -288 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,210 $375K 0.01% +475 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,161 $366K 0.02% -625 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,127 $365K <0.01% new 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,153 $365K 0.19% +49 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,150 $365K 0.01% -3,263 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 1,565 $364K 0.01% +110 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,120 $359K 0.11% -55 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,111 $358K <0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,110 $358K 0.01% +522 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,105 $357K 0.29% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Welch Group, LLC More: the full row for Welch Group, LLC 2,103 $357K 0.01% +16 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,475 $355K 0.08% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,090 $354K 0.02% 0 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,080 $353K 0.06% +205 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,075 $352K 0.18% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,075 $352K 0.06% +90 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,060 $349K 0.04% +311 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,059 $349K 0.06% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,051 $348K <0.01% +263 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,050 $348K 0.12% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,042 $346K 0.02% +199 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,042 $346K <0.01% -2,449 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,040 $346K 0.04% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,030 $344K 0.06% 0 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 2,030 $344K 0.22% 0 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 2,016 $342K 0.31% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,012 $341K 0.37% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,000 $339K 0.03% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 2,000 $339K 0.03% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 2,000 $339K 0.77% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,000 $339K 0.03% 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 2,000 $339K 0.24% 13F-HR/A Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,979 $336K 0.09% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,973 $334K 0.01% +1 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,960 $332K 0.02% -160 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,954 $331K 0.11% -40 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,937 $328K <0.01% -281 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,921 $326K 0.01% +39 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,918 $325K 0.02% -104 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,577 $324K 0.26% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,906 $323K <0.01% -61 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,890 $320K 0.03% +1,884 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,886 $319K 0.05% +344 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,879 $319K 0.1% +59 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,696 $316K 0.15% +1,246 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,865 $316K 0.01% new 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,864 $316K 0.04% +48 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,862 $316K 0.02% -248 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,858 $315K 0.01% -515 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,853 $314K 0.01% new 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 1,849 $313K 0.37% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,840 $312K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,835 $311K 0.01% +885 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,830 $310K 0.01% -20 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,823 $309K 0.06% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,822 $309K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,820 $309K <0.01% 13F-HR/A Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,814 $308K 0.12% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,811 $307K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,808 $307K <0.01% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,800 $306K 0.02% -800 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,800 $305K <0.01% -100 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,800 $305K 0.04% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,800 $305K <0.01% +465 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,795 $304K 0.06% 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,775 $301K 0.15% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,770 $300K 0.13% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,770 $298K <0.01% -85 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,760 $298K 0.03% 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 1,759 $298K <0.01% -70 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,757 $298K 0.04% +196 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,744 $296K 0.04% +143 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,729 $293K 0.02% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,725 $293K 0.06% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,723 $292K 0.14% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,721 $292K <0.01% +19 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,720 $292K 0.02% -100 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,714 $291K 0.6% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,710 $290K 0.01% +815 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,705 $289K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,698 $288K <0.01% -200 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,688 $286K 0.09% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,680 $285K 0.02% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,677 $284K 0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,665 $282K 0.03% +149 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,650 $280K 0.02% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,643 $278K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,627 $276K 0.01% +41 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,622 $275K 0.02% -1,705 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,622 $275K 0.73% -728 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,622 $275K 0.02% +18 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,615 $274K 0.3% 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,608 $273K 0.11% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,607 $272K <0.01% +127 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,587 $269K 0.01% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,587 $269K 0.13% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,567 $266K 0.02% +752 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,554 $263K 0.05% -1,595 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,547 $262K 0.02% -170 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,528 $259K 0.12% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,515 $257K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,502 $255K <0.01% -227 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,500 $254K 0.02% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,500 $254K 0.03% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,500 $254K 0.03% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,489 $253K 0.16% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.