PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,095 $2.1M 0.03% -966 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 17,088 $2.1M 0.15% -939 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 17,009 $2.09M 1.61% +750 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,965 $2.08M 0.11% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 16,953 $2.08M 0.09% new 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 16,848 $2.07M 0.36% -441 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,828 $2.07M 0.03% -1,884 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,767 $2.06M 0.15% +658 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 16,549 $2.03M 0.02% -20,684 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 15,983 $2.02M 0.06% -6,429 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 16,473 $2.02M 0.56% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 16,380 $2.01M 0.06% -13,548 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,303 $2M 0.03% -164 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 16,255 $2M 0.67% -5,048 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 16,131 $1.98M 1.24% +966 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,647 $1.98M 0.04% -438 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 16,003 $1.97M 0.12% -34,162 13F-HR Timeline Group PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 16,000 $1.96M <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 15,935 $1.96M +2,913 Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,891 $1.95M 0.22% +905 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 15,878 $1.95M 0.41% +1,993 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,849 $1.95M 0.06% +3,212 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 12,604 $1.95M 0.44% +780 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 15,778 $1.94M 0.47% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 15,660 $1.92M 0.1% -686 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 15,607 $1.92M 1.43% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 15,507 $1.9M 0.03% -3,316 13F-HR Timeline Group Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 15,500 $1.9M 1.08% new 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 15,460 $1.9M 0.89% +391 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 15,455 $1.9M 0.51% +532 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 15,443 $1.9M 0.72% +7,342 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,993 $1.89M 0.13% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 15,400 $1.89M 0.27% +6,447 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,830 $1.89M 0.23% +1,304 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 15,360 $1.89M 1.12% +1,079 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 15,300 $1.88M 0.42% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 15,263 $1.87M 0.83% new 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 15,152 $1.86M 0.27% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,968 $1.85M 0.07% +871 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,059 $1.85M +410 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,037 $1.85M 0.11% -305 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 15,020 $1.84M 0.02% +9,619 13F-HR Timeline Group Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 15,000 $1.84M 3.93% -3,000 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 15,000 $1.84M 1.61% +5,000 13F-HR/A Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 14,930 $1.83M 0.33% +1,579 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,917 $1.83M 0.05% -1,271 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,901 $1.83M 0.08% +477 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,888 $1.83M 0.84% +187 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 14,870 $1.83M 0.66% -292 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,850 $1.82M 0.12% -3,885 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,791 $1.82M 0.11% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,333 $1.81M 0.11% +9,964 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 14,720 $1.81M 0.17% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 14,629 $1.8M 3.5% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 14,570 $1.79M 0.68% -39 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,548 $1.79M 0.19% -386 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,477 $1.78M 0.05% -3,132 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 14,443 $1.77M 0.11% +563 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 14,411 $1.77M +452 Timeline Sun Financial Inc More: the full row for Sun Financial Inc 11,963 $1.77M 0.89% -92 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 14,374 $1.76M 0.63% +89 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 14,345 $1.76M 0.29% +715 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,322 $1.76M 0.24% +5 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 14,265 $1.75M 0.38% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 14,246 $1.75M 0.92% -65 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 14,235 $1.75M 0.01% -1,305 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 14,208 $1.74M 0.05% -283 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,185 $1.74M 0.84% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 14,166 $1.74M 0.25% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,022 $1.72M 0.54% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 13,964 $1.71M 0.02% -5,383 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 13,910 $1.71M 0.17% +793 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 13,800 $1.69M 0.28% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 13,669 $1.68M 1.69% -638 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,666 $1.68M 0.21% -145 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 13,634 $1.67M 0.11% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 13,585 $1.67M <0.01% -6,674 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,542 $1.66M 0.07% +1,319 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 13,458 $1.65M 1.47% -859 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 13,297 $1.63M 0.77% -64 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,247 $1.63M 0.45% -37 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,271 $1.63M 0.06% +33 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,254 $1.63M 0.09% +725 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 13,227 $1.62M 0.09% +1,407 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,222 $1.62M 0.02% -454 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 13,203 $1.62M 0.37% -250 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 13,196 $1.62M 0.05% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,192 $1.62M 0.43% -151 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,001 $1.6M 0.2% +2,100 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,975 $1.59M 0.16% +752 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 12,949 $1.59M 1.09% -17,217 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,933 $1.59M 0.07% -189 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,907 $1.58M 0.05% +191 13F-HR/A Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 12,888 $1.58M 1.43% +1,591 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,868 $1.58M 0.88% -50 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 12,828 $1.58M 0.27% +117 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,789 $1.57M <0.01% +2,085 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 10,930 $1.57M 0.2% -44,564 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12,744 $1.56M 0.33% +280 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,738 $1.56M 0.3% -699 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,736 $1.56M 0.12% -6,773 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,728 $1.56M 0.02% +1,733 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,453 $1.53M 0.1% +3,908 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 12,451 $1.53M 0.22% +1,007 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,427 $1.53M 0.11% +353 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,395 $1.52M 0.12% +556 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,212 $1.5M 0.85% -40 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 12,150 $1.49M 0.66% -2,233 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 12,127 $1.49M 0.01% -216,884 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 12,115 $1.49M 0.32% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 12,105 $1.49M 0.6% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12,080 $1.48M 0.25% +1,271 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,043 $1.48M 0.12% -1,842 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,017 $1.48M 0.05% -3,079 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 12,009 $1.47M 0.57% -776 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,975 $1.47M 0.05% -183 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 11,932 $1.47M 0.36% +3,849 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 11,912 $1.46M 1.3% +6,328 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,866 $1.46M 0.22% -961 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,841 $1.45M 0.33% +62 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,797 $1.45M 0.17% +7,978 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,720 $1.44M 0.05% +520 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 11,713 $1.44M 0.6% +2,487 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,638 $1.43M 0.03% +1,325 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,578 $1.42M 0.02% +2,729 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,577 $1.42M 0.49% -456 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 11,576 $1.42M 1.4% -112 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 11,506 $1.41M 0.13% -510 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,480 $1.41M 0.01% -3,569 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,477 $1.41M 0.09% +4,298 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 11,462 $1.41M 1.11% +7,775 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11,451 $1.41M 0.23% +3,093 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,434 $1.4M 0.41% +399 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,427 $1.4M 0.1% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,402 $1.4M 0.01% -9,116 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,400 $1.4M 0.12% 0 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 11,351 $1.39M 0.9% -1,545 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 11,293 $1.39M 1.3% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,904 $1.38M 0.24% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,241 $1.38M 0.18% -1,512 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,136 $1.37M 1% -115 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,994 $1.35M 0.04% +141 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,963 $1.35M 0.14% +114 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,862 $1.33M 0.32% +383 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,857 $1.33M 0.11% +4,546 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 10,851 $1.33M +5,236 Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 10,840 $1.33M 0.09% -2,860 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,815 $1.33M 0.34% +526 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,802 $1.33M 0.06% +1,061 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,768 $1.32M 0.11% +1,825 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 10,742 $1.32M 0.22% -2,589 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.32M 0.57% 0 13F-HR Timeline Amount filed as zero, left out of ratios. World Investment Advisors More: the full row for World Investment Advisors 10,707 $1.31M 0.02% +305 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 10,680 $1.31M 1.24% -25 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,663 $1.31M 0.04% +2,358 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,598 $1.3M 0.14% +2,887 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,557 $1.3M 0.05% +349 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,548 $1.3M 0.08% -613 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,545 $1.29M 0.22% +2,258 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,519 $1.29M 0.03% +519 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,513 $1.29M 0.15% +764 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,420 $1.28M 0.2% -92 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,417 $1.28M 0.03% -482 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,417 $1.28M 0.08% -1,680 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,384 $1.27M 0.04% -2,791 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,363 $1.27M 0.34% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,327 $1.27M 0.03% +1,944 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,288 $1.26M 0.26% +845 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,076 $1.25M 0.07% -12,992 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,204 $1.25M 0.14% -76 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 10,200 $1.25M 0.04% new 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 10,113 $1.24M 0.11% +6,774 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 10,031 $1.23M 0.06% +2,404 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,022 $1.23M 0.06% +8,235 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,998 $1.23M 0.42% -782 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9,996 $1.23M 0.6% -403 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 9,946 $1.22M 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,359 $1.22M 0.07% +5,147 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,881 $1.21M 0.19% -150 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 9,872 $1.21M 0.3% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 9,820 $1.21M 0.18% -19,565 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,810 $1.2M 0.61% -290 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,800 $1.2M 1.01% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 9,795 $1.2M 0.72% +883 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 9,722 $1.19M 0.64% +4,754 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,716 $1.19M 0.21% -1,791 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 9,349 $1.18M 1.61% -164 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,640 $1.18M 0.18% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,639 $1.18M 0.09% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,609 $1.18M 0.37% +115 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,522 $1.17M 0.02% -496 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,520 $1.17M 0.15% +482 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,515 $1.17M 0.23% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,436 $1.16M 0.03% +3,151 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,466 $1.16M 0.36% +73 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,454 $1.16M 0.2% +219 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 9,448 $1.16M 0.71% -364 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,410 $1.16M 0.05% +441 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,387 $1.15M 0.07% +1,092 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,332 $1.15M 0.01% -10,591 13F-HR Timeline Group