Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,409 $1.04M 0.07% -611 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,353 $1.03M 0.14% +2,564 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 13,328 $1.03M 0.63% -1,061 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 13,248 $1.03M 0.3% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,213 $1.02M 0.04% +463 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,196 $1.02M 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,143 $1.02M 0.02% +6,227 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 13,140 $1.02M 0.02% +2,500 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 13,424 $1M 0.19% +8,427 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 12,897 $999K 0.21% +2,849 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,708 $997K 0.03% +3,455 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 12,872 $997K 0.09% -2,073 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,761 $996K 0.27% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 12,800 $992K 0.03% new 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 13,155 $991K 0.03% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,742 $987K 0.04% +10,550 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 12,710 $985K 0.06% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,525 $970K 0.6% +515 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,470 $966K 0.01% +1,599 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 12,417 $962K 0.1% -42 13F-HR/A Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,428 $961K 0.27% +212 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,360 $958K 0.03% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 12,061 $956K 0.72% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,258 $950K 0.01% +755 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,252 $949K 0.75% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 12,189 $944K 0.15% -980 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 12,029 $932K 0.42% +1,062 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,859 $919K 0.06% +84 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,853 $918K 0.08% +489 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 11,828 $917K 0.02% +5,841 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 11,830 $917K 0.02% +4,690 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,820 $916K 0.27% +9,719 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,813 $915K 0.05% -2,127 13F-HR Timeline American Trust More: the full row for American Trust 11,809 $915K 0.23% -5,229 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,804 $915K 0.1% -1,657 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 11,789 $913K 0.58% +32 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,735 $909K 0.14% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,719 $908K 0.07% +546 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,705 $907K 0.31% -16,305 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,702 $907K 0.07% +2,051 13F-HR Timeline 111 Capital More: the full row for 111 Capital 11,683 $905K 0.17% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 11,621 $900K 0.66% -1,394 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,578 $897K 0.05% -1,069 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 11,508 $892K <0.01% -292 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. 11,400 $883K 0.7% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,352 $880K 0.02% +3,202 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,349 $879K 0.5% -1,865 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 11,325 $877K 0.64% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,281 $874K 0.03% -18,973 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,252 $872K 1.11% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,248 $871K 0.03% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,188 $867K 0.24% +1,887 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 11,183 $866K 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,120 $862K 0.07% new 13F-HR/A Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 11,110 $861K 0.27% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,080 $858K 0.03% -108 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,064 $857K 0.08% -4 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,907 $850K 0.09% +704 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,670 $848K 0.16% -616 13F-HR Timeline Essex LLC More: the full row for Essex LLC 10,937 $847K 0.18% +373 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,897 $844K 0.03% -1,223 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,772 $840K 0.08% +1,248 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,815 $838K 0.07% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 10,744 $832K 0.31% -8 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 10,642 $829K 0.79% -4,842 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 10,699 $829K 0.05% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 10,582 $820K 0.01% +7,737 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 10,866 $818K <0.01% +585 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 10,536 $816K 0.4% +125 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,536 $816K 0.15% +42 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,441 $809K 0.15% -219 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 10,438 $809K 0.35% -6,322 13F-HR/A Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 10,343 $801K 0.86% -118 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 10,260 $795K 0.55% -260 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 10,231 $793K 0.45% +763 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,226 $792K 0.03% +2,444 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 10,174 $788K 0.02% -682 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,165 $788K 0.06% -9,723 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,125 $784K 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10,087 $782K 0.36% new 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,932 $770K 0.02% -1,317 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,876 $765K 0.09% -457 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,842 $763K 0.03% -223 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,813 $760K 0.14% new 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,800 $759K 0.83% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,797 $759K 0.04% +4,261 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,686 $750K 0.01% -7,511 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 9,673 $749K +6,797 Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,646 $747K 0.13% 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,639 $747K 0.06% +39 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,550 $740K 0.1% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,503 $736K 0.47% +1,239 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,496 $736K 0.17% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9,470 $734K 0.06% -3,830 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,446 $732K 0.08% +2,424 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,364 $726K 0.03% +2,347 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,340 $724K 0.01% +2,559 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,329 $723K 0.13% +16 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,944 $722K 0.16% +109 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 9,252 $717K 0.21% -720 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 9,234 $714K 0.28% +5,948 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,216 $714K 0.29% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,196 $713K 0.06% +4,052 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,182 $711K 0.06% +288 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 9,172 $711K 0.08% +365 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,111 $706K 0.01% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,105 $705K 0.09% +816 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,084 $704K 0.3% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,944 $693K 0.05% +3,880 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 8,905 $690K 0.22% -1,587 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,860 $686K 0.53% -60 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 8,811 $683K 0.38% -437 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,800 $682K 0.19% -445 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,797 $682K 0.17% -238 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,745 $678K 0.03% -1,255 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,738 $677K 0.04% -82 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,684 $673K 0.19% -928 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,627 $668K 0.07% +7,752 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,613 $667K 0.1% +28 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,578 $665K 0.02% +496 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,479 $657K 0.07% -1,272 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,446 $654K <0.01% -528 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,318 $644K 0.03% +3,175 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 8,280 $642K 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,254 $640K 0.06% -158 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,226 $637K 0.16% +918 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 8,189 $634K 0.08% +795 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,148 $631K 0.08% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 8,137 $630K 0.18% -4,664 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,122 $629K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,990 $619K 0.05% +2,501 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 7,960 $617K 0.12% +120 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,952 $616K 0.05% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,936 $615K 0.14% -4,560 13F-HR/A Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 7,931 $614K 0.03% new 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,920 $614K 0.01% -200 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,920 $613K 0.03% -61,500 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,915 $613K 0.02% -5,165 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 7,904 $612K 0.02% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,846 $608K 0.03% -30,484 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 7,832 $607K 0.29% +1,848 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 7,800 $604K 0.05% -12,500 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,770 $602K 0.02% +2,192 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 7,748 $600K 0.43% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,738 $600K 0.57% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,680 $599K 0.08% +500 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,908 $598K 0.31% +2,015 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 7,680 $595K 0.27% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,593 $588K 0.02% -344 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,568 $586K 0.45% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 7,533 $584K 0.27% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,530 $583K 0.03% -1,270 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,474 $579K 0.02% +2,770 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,420 $575K 0.3% -3,283 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 7,404 $574K 0.2% +3,094 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,368 $571K 0.04% +39 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,290 $565K 0.04% -1,836 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,242 $561K 0.04% +50 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,234 $560K 0.01% +1,009 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,227 $560K 0.26% +4,408 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,226 $560K <0.01% -36,864 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,220 $559K 0.03% +12 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,203 $558K 0.01% -104 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,173 $556K 0.03% +3,872 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,120 $552K 0.01% -255 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,105 $550K 0.04% -719 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,079 $548K 0.22% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 7,075 $548K 0.28% +3,419 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,072 $548K 0.06% -966 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,059 $547K 0.01% +249 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,032 $545K 0.01% -4,038 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 7,030 $545K 0.05% +320 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 7,002 $543K 0.08% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,970 $540K 0.29% -605 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 6,955 $539K 0.14% -13 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,845 $530K 0.03% -10,031 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,839 $530K 0.05% new 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,825 $529K 0.02% +1,036 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,809 $528K 0.13% +452 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,780 $525K 0.11% -84 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,716 $520K 0.08% -9,828 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,658 $516K 0.37% -1,022 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,604 $512K 0.06% +4 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,578 $510K 0.14% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 6,565 $509K 0.27% +445 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,546 $507K 0.22% +4,211 13F-HR/A Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,487 $503K 0.5% -76 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,448 $500K 0.14% +1,581 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,403 $496K 0.07% +1,653 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,525 $496K 0.27% +484 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,400 $496K 0.1% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,358 $493K 0.22% +6,095 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 6,328 $490K 0.16% -37,688 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,317 $489K 0.22% +294 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 6,290 $487K 0.18% -25,543 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,380 $484K 0.36% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 6,222 $482K 0.56% new 13F-HR Timeline Peregrine Asset Advisers, Inc. 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