Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 30,870 $1.67M 0.01% new 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 29,709 $1.61M 0.04% new 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 28,686 $1.58M 0.02% -43,891 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 28,251 $1.53M 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 28,026 $1.52M <0.01% new 13F-HR Timeline SaddleRock Capital Management LLC More: the full row for SaddleRock Capital Management LLC 27,900 $1.51M 1.51% 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 26,617 $1.46M 0.01% -1,330 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 26,677 $1.44M <0.01% +20,684 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 24,525 $1.33M 0.08% -551 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 24,476 $1.32M <0.01% +6,002 13F-HR Timeline Group STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 23,686 $1.28M <0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,294 $1.26M <0.01% new 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 28,889 $1.26M 0.02% +3,254 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 23,200 $1.25M 0.07% -22,200 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 23,072 $1.25M 0.01% -82,595 13F-HR Timeline Group Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 22,545 $1.22M 0.04% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 22,329 $1.21M 0.02% new 13F-HR/A Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 20,722 $1.18M 0.05% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 21,375 $1.16M 0.22% +3,215 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 20,043 $1.08M 0.04% new 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 20,000 $1.08M 0.1% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 20,000 $1.08M 0.25% new 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 19,500 $1.07M 0.02% -799 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. 19,522 $1.06M 0.03% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 19,519 $1.06M 0.02% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,430 $1.05M 0.01% -808 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,375 $1.05M 0.01% +1,748 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 19,175 $1.03M 0.14% +8,700 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 19,013 $1.03M 0.24% -1,075 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 18,816 $1.02M <0.01% -3,574 13F-HR Timeline Group CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 18,691 $1.01M +18,107 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,294 $935K 0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 17,000 $934K 0.01% +7,340 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 17,153 $928K <0.01% +8,285 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 16,372 $885K 0.19% +6,283 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 16,260 $879K 0.53% +1,160 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 16,000 $865K 0.06% new 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,944 $862K <0.01% +10,584 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 15,876 $859K 0.02% +12,763 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,943 $853K 0.27% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 15,582 $843K 0.52% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 14,865 $804K 0.14% +4,407 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14,600 $790K 0.09% +4,737 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 14,400 $779K 0.21% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,785 $746K 0.14% +2,041 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 13,728 $742K <0.01% +6,611 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 13,304 $719K 0.02% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 13,035 $705K 0.04% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 12,983 $702K 0.14% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,650 $684K 0.05% -3,670 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,949 $657K 0.01% -6,269 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,046 $651K 0.07% +11,386 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,580 $626K 0.09% new 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 11,386 $616K 0.46% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 11,225 $607K 0.23% +50 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,062 $598K 0.01% 0 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 11,041 $597K <0.01% new 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 10,970 $593K +3,707 Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 10,900 $589K 0.26% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,769 $589K <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,879 $588K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,570 $584K <0.01% -221,616 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,660 $576K <0.01% +2,342 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,581 $572K 0.17% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,513 $569K <0.01% +4,019 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 10,393 $562K 0.22% -192 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 10,353 $560K 0.4% +4,153 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,176 $550K 0.02% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,952 $540K <0.01% new 13F-HR/A Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,867 $534K 0.01% +5,276 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 9,740 $527K 0.17% -415 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,600 $519K 0.23% new 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 9,575 $518K 0.51% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 9,500 $514K 0.23% new 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,500 $514K 0.07% -500 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,253 $500K 0.04% +2,411 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,980 $486K 0.05% +375 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 8,969 $485K <0.01% +5,624 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,666 $469K <0.01% -9,237 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,351 $452K 0.07% +3,856 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 7,876 $433K <0.01% -178,014 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,968 $431K 0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,848 $424K <0.01% new 13F-HR Timeline Group Unify Financial Advisors More: the full row for Unify Financial Advisors 7,668 $415K 0.43% 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 11,000 $413K 0.07% +2,500 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,560 $409K <0.01% -1,220 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,302 $395K 0.03% +707 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,039 $387K 0.02% +3,044 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,000 $379K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,835 $370K 0.02% +280 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,475 $350K <0.01% new 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 6,433 $348K +3,407 Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,101 $330K 0.04% +37 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,879 $318K 0.02% +12 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,831 $315K <0.01% +3,761 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,750 $311K 0.05% +450 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,690 $307K 0.09% +510 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,676 $307K 0.04% -165 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,421 $293K <0.01% -51,651 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 5,104 $276K 0.24% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,099 $276K 0.01% -2,831 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,050 $273K 0.01% -15,703 13F-HR Timeline LETKO, BROSSEAU & ASSOCIATES INC More: the full row for LETKO, BROSSEAU & ASSOCIATES INC 4,941 $272K <0.01% -375 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,008 $271K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,008 $271K <0.01% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,921 $266K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,738 $256K 0.02% +4,722 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 4,565 $251K 0.05% 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,424 $239K <0.01% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,380 $237K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,356 $236K 0.01% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,230 $229K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,137 $227K <0.01% -5,817 13F-HR Timeline Group swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 4,000 $220K 0.16% -2,500 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 4,025 $218K <0.01% new 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 3,750 $203K 0.06% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,144 $170K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,868 $155K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,684 $145K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,400 $130K 0.06% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,309 $120K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,159 $117K <0.01% +1,045 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,029 $110K +1,500 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,344 $72.7K <0.01% +969 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,034 $56.8K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $54.1K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,011 $54K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 982 $53.1K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 900 $48.7K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 828 $44.8K <0.01% +46 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 750 $40.6K <0.01% +450 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 720 $39.5K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 634 $34.3K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 617 $33.4K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 500 $27K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 407 $22K <0.01% new 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 348 $19.1K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 246 $13.8K <0.01% +71 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 247 $13.4K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 206 $11.1K <0.01% +63 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 186 $10.1K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 162 $9K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 158 $8.54K <0.01% +22 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 149 $8.06K <0.01% -464 13F-HR/A Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 143 $7.73K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 116 $5.43K <0.01% -7,305 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 100 $5.41K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 98 $5.3K <0.01% +48 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 91 $5.01K <0.01% +12 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 92 $4.97K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 78 $4.22K <0.01% +8 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $3.57K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 59 $3.24K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 42 $2.27K <0.01% -10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 40 $2.16K <0.01% -5 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 33 $1.78K <0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $1.78K <0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $1.75K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 30 $1.62K <0.01% -9,310 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $1.62K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 29 $1.57K <0.01% -3 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 29 $1.57K <0.01% +5 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $1.14K <0.01% 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 19 $1.03K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17 $919 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $919 <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15 $811 <0.01% -1,663 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 15 $811 <0.01% -336 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14 $757 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $649 <0.01% -3 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $649 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $649 <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 11 $595 <0.01% -10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9 $487 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $216 <0.01% -1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4 $216 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $54 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,449 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.