Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,186 $573K 0.05% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,161 $561K 0.06% -1,640 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,151 $556K 0.04% +890 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,150 $555K 0.02% +1,100 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,143 $552K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,137 $549K 0.1% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,133 $548K 0.01% -109 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,132 $547K 0.05% -9,173 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,128 $545K 0.28% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,113 $538K 0.02% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,110 $536K 0.04% new 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 1,100 $531K 1.6% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,100 $531K 0.28% -700 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,089 $526K 0.1% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,083 $523K 0.02% +167 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,053 $508K <0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,047 $506K 0.05% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,030 $498K 0.15% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,007 $486K <0.01% -902 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,006 $486K -27,301 Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,000 $483K 0.05% -2,000 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 1,000 $483K 0.26% new 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 1,000 $483K 0.08% new 13F-HR Timeline Group WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,000 $483K 0.16% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,000 $483K 0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 993 $480K 0.16% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 992 $479K <0.01% -749,948 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 987 $477K <0.01% +4 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 972 $470K 0.58% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 965 $466K 0.02% new 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 964 $466K 0.08% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 963 $465K 0.07% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 959 $463K 0.01% new 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 958 $463K 0.01% new 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 939 $454K 0.03% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 938 $453K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 938 $453K 0.02% new 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 934 $451K 0.09% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 931 $450K 0.02% -1,116 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 910 $440K <0.01% -10,509 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 908 $439K 0.16% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 885 $427K 0.03% -6,706 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 877 $424K <0.01% new 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 875 $423K 0.2% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 872 $421K <0.01% new 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 863 $417K 0.08% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 863 $417K 0.04% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 862 $416K 0.01% -3,421 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 860 $415K 0.28% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 851 $411K 0.09% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 850 $411K 0.17% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,285 $409K 0.01% -138 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 845 $408K 0.02% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 842 $407K 0.02% -543 13F-HR Timeline American Trust More: the full row for American Trust 838 $405K 0.03% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 835 $403K 0.06% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 829 $400K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 817 $395K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 807 $390K 0.02% new 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 800 $386K 0.01% -2,500 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 800 $386K 0.09% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 800 $386K 0.29% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 799 $386K 0.09% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 785 $379K 0.04% -66 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 784 $379K 0.11% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 773 $373K 0.16% +136 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 773 $373K 0.05% new 13F-HR Timeline DBA TRADING, LLC More: the full row for DBA TRADING, LLC 3,400 $373K 0.19% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 771 $372K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 767 $371K <0.01% +87 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 762 $368K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 755 $365K 0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 750 $362K 0.23% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 750 $362K 0.07% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 741 $358K 0.03% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 734 $355K 0.01% -771 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 733 $354K 0.11% -174 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 733 $354K 0.02% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 728 $352K 0.15% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 727 $351K 0.68% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 727 $351K 0.01% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 810 $349K 0.02% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 722 $349K 0.01% -75,397 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 719 $347K 0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 717 $346K 0.02% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 706 $341K 0.09% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 705 $341K <0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 700 $338K 0.03% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 699 $335K <0.01% -6,441 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 685 $331K 0.03% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 762 $330K 0.04% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 671 $324K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 667 $322K 0.12% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 656 $317K 0.03% +448 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 656 $317K 0.07% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 655 $316K <0.01% new 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 642 $310K <0.01% -11,395 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 634 $306K 0.03% new 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 633 $306K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 633 $306K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 631 $305K 0.05% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 619 $299K 0.01% +596 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 614 $297K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 611 $295K <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 602 $291K 0.02% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 601 $290K 0.04% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 600 $290K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 599 $289K 0.02% -1,394 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 594 $287K 0.14% new 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 590 $285K 0.17% -6,069 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 584 $282K 0.09% -6,569 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 579 $280K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 577 $279K 0.01% +2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 577 $279K 0.01% new 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 572 $276K 0.02% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 568 $274K 0.01% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 568 $274K 0.01% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 568 $274K 0.06% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 565 $273K <0.01% new 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 562 $271K 0.2% new 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 556 $269K 0.02% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 555 $268K 0.08% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 555 $268K <0.01% -185 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 550 $266K 0.06% new 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 549 $264K 0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 544 $263K <0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 541 $261K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 536 $259K 0.01% +389 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 535 $259K <0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 535 $258K 0.01% new 13F-HR Timeline GLAZER CAPITAL, LLC in group GLAZER CAPITAL, LLC More: the full row for GLAZER CAPITAL, LLC 526 $254K 0.01% new 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 525 $254K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 525 $254K 0.03% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 524 $253K 0.02% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 523 $253K <0.01% new 13F-HR Timeline Group Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 521 $252K 0.1% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 520 $251K <0.01% -3,849 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 520 $251K 0.01% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 518 $250K 0.07% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 516 $249K 0.01% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 514 $248K 0.07% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 508 $245K 0.13% -2 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 506 $244K 0.02% -2,297 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 501 $242K 0.13% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 500 $242K 0.01% new 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 500 $242K 0.11% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 500 $242K 0.11% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 500 $242K 0.16% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 499 $241K 0.02% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 498 $241K 0.17% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 494 $239K 0.06% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 494 $239K 0.14% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 494 $239K 0.14% -151 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 490 $237K 0.07% new 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 490 $237K 0.12% +375 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 739 $236K 0.05% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 489 $236K <0.01% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 488 $236K 0.11% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 478 $231K <0.01% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 475 $229K 0.02% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 471 $228K 0.04% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 468 $226K 0.01% new 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 467 $226K 0.03% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 465 $225K 0.16% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 463 $224K 0.03% +1 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 22 $223K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 460 $222K 0.01% -2,981 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 458 $221K 0.12% +106 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 454 $219K 0.07% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 450 $217K 0.01% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 450 $217K 0.08% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 450 $217K 0.15% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 445 $215K 0.05% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 445 $215K 0.13% -1,865 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 444 $214K 0.04% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 441 $213K 0.07% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 432 $209K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 650 $208K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 430 $208K 0.03% -20 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 425 $205K <0.01% new 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 425 $205K 0.16% -475 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 422 $204K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 419 $202K 0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 416 $201K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 415 $201K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 402 $194K 0.02% -60 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 402 $194K 0.12% +8 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 380 $184K 0.09% +40 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 372 $180K 0.06% -402 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 365 $176K <0.01% +288 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 361 $165K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $164K 0.05% +20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 324 $156K 0.01% +86 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 320 $155K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 308 $149K 0.02% +250 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 300 $145K 0.05% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 289 $140K <0.01% +49 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 288 $139K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 274 $132K 0.02% +90 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 247 $119K <0.01% -27,084 13F-HR Timeline