SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,866 $785K 0.04% +191 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,837 $779K 0.01% -511 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,568 $778K 0.01% -4,538 13F-HR Timeline Group ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 3,813 $774K 0.12% -1,087 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,807 $773K 0.11% -192 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 3,730 $757K +1,865 Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,720 $755K 0.05% -656 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 3,720 $755K 0.96% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,701 $751K 0.05% -300 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,641 $739K 0.01% +101 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,618 $734K 0.12% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,528 $716K 0.42% -2,773 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,500 $710K 0.15% -3,500 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,446 $699K 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,434 $697K 0.02% +5 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,391 $688K <0.01% -207 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,371 $684K 0.26% +125 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,359 $682K 0.15% +165 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,331 $676K 0.6% -8,897 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,325 $675K 0.01% -239 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,319 $674K 0.02% +630 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,231 $656K 0.03% +270 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 3,187 $647K 0.59% +120 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,060 $621K 0.04% +180 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,044 $618K 0.01% 0 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,044 $618K 0.07% -243 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 3,035 $616K 0.68% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,030 $615K 0.11% +545 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,003 $610K 0.02% +216 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,000 $609K 0.06% +500 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,000 $609K 0.36% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,000 $609K 0.22% new 13F-HR Timeline Spark Investment Management LLC More: the full row for Spark Investment Management LLC 3,000 $609K 1.46% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,994 $608K 0.01% +47 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,976 $607K 0.01% -329 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,989 $607K 0.16% +2,837 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,982 $605K 0.01% -39,271 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 2,982 $605K 0.35% 0 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 2,940 $597K 0.35% +5 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 2,949 $597K 0.02% -75 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,895 $588K 0.01% -50 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,889 $586K 0.45% -772 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,878 $584K 0.08% 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 2,874 $583K <0.01% +1,115 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,850 $578K 0.02% -164 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,831 $575K 0.38% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,807 $570K 0.06% +146 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 2,800 $569K 0.31% -2,494 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,800 $568K 0.08% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,786 $566K 0.01% -465 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,784 $565K <0.01% +31 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,697 $547K <0.01% -135 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,694 $547K 0.04% +400 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 2,648 $537K 0.05% -444 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,645 $537K 0.01% new 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,624 $533K 0.2% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,617 $531K 0.03% +67 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,614 $531K 0.04% -145 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,600 $528K 0.05% 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,596 $527K 0.01% +30 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 2,590 $526K 0.09% -480 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,581 $524K 0.07% +3 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,561 $520K <0.01% +655 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. 2,557 $519K 0.01% -305 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,553 $518K 0.19% -52 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,506 $509K 0.03% +221 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,505 $509K 0.01% +281 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,503 $508K 0.01% +393 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,500 $507K 0.12% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 2,494 $506K 0.09% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,477 $503K 0.02% +57 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,465 $500K 0.02% +505 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,446 $497K 0.06% +386 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,449 $496K 0.02% +2,219 13F-HR Timeline Group Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,440 $495K 0.08% +25 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,440 $495K 0.18% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,433 $494K 0.07% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,433 $494K <0.01% +9 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 2,402 $488K -32 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,387 $485K <0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,472 $484K 0.03% +24 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,372 $481K 0.01% +162 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,367 $481K 0.02% -1 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,368 $481K 0.06% +293 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,344 $476K 0.03% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,328 $473K +1,791 Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,327 $472K 0.03% +285 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,317 $470K 0.01% -175 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,300 $467K 0.19% -578 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,281 $463K 0.09% -2,059 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,276 $462K 0.06% -368 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,269 $461K 0.12% +17 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,258 $458K 0.02% -567 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,241 $455K 0.37% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,237 $454K 0.2% -1,325 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,227 $452K 0.04% +470 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,204 $446K <0.01% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,200 $445K 0.07% +1,600 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,175 $441K 0.26% -75 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,162 $439K 0.03% -137 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,158 $438K 0.03% -3 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,098 $437K 0.28% -55 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,120 $430K 0.13% 0 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 2,115 $429K 0.11% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,112 $429K 0.17% 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,111 $428K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,111 $428K <0.01% +60 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,100 $426K 0.01% +179 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,090 $424K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,080 $422K 0.01% +38 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,077 $422K 0.01% +614 13F-HR/A Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,075 $421K 0.35% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 2,060 $418K 0.47% +211 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,055 $417K 0.07% -4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,052 $417K 0.02% -166 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,030 $412K 0.07% -50 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,030 $412K 0.08% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,014 $409K 0.16% +200 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,010 $408K 0.01% +740 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,008 $408K 0.01% +1,150 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,000 $406K 0.04% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 2,000 $406K 0.93% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,000 $406K 0.03% 0 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 2,000 $406K 0.29% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,991 $404K 0.12% +112 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,987 $403K 0.01% -1,204 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,957 $397K 0.13% +3 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,942 $394K 0.07% -13,882 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,916 $389K 0.05% +30 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,916 $389K 0.08% -442 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,914 $389K 0.04% +24 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,904 $386K 0.01% +317 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,892 $384K 0.01% -211 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,888 $383K 0.3% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,883 $382K 0.29% 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,865 $381K 0.06% -202 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,873 $380K 0.05% +9 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,840 $373K 0.04% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,831 $372K 0.01% -22 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,830 $371K 0.02% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,809 $367K 0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,800 $365K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,795 $364K 0.08% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,794 $364K 0.08% -14,746 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,794 $364K 0.07% -29 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,776 $360K 0.02% +133 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,773 $360K 0.01% -874 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,764 $358K 0.01% -1,696 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,760 $357K 0.04% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,758 $357K 0.09% -790 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,878 $356K 0.34% -134 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,747 $355K 0.04% -293 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,740 $353K <0.01% +133 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,733 $352K <0.01% +643 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,729 $351K 0.03% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,729 $351K 0.06% +4 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,723 $350K 0.16% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,721 $349K 0.05% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,720 $349K 0.03% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,715 $348K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,714 $348K 0.02% -5,013 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,695 $344K 0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,694 $344K 0.04% +29 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,692 $343K 0.09% -3,043 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,688 $343K 0.11% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,686 $342K <0.01% -35 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,680 $341K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,677 $340K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,664 $338K <0.01% -136 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,656 $336K 0.01% -317 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,653 $336K 0.13% +45 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,650 $335K 0.11% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,650 $335K 0.03% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,649 $335K 0.01% -209 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,636 $332K 0.02% +14 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,634 $332K <0.01% -136 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,626 $330K 0.02% -292 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,604 $326K <0.01% -333 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 1,579 $321K 0.3% +166 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,566 $318K 0.05% -3,127 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,561 $317K <0.01% -259 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,549 $314K 0.01% -78 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,496 $314K 0.02% +107 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,547 $314K 0.02% -315 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,545 $314K 0.04% +190 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 1,544 $313K 0.19% -486 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,540 $313K <0.01% +38 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,540 $312K 0.01% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,535 $312K 0.36% -80 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,527 $310K 0.06% -27 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,564 $308K 0.23% -13 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,500 $304K 0.02% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,500 $304K 0.04% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,490 $302K 0.12% -1,255 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,489 $301K 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,481 $301K 0.09% +42 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,342 $300K 0.14% -354 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,470 $298K 0.06% +58 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 1,455 $294K 0.01% -110 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,433 $291K 0.02% new 13F-HR Timeline