Bank of Marin More: the full row for Bank of Marin 10,121 $1.72M 1.2% -1,015 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,062 $1.71M 0.2% +542 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,061 $1.71M 0.17% -452 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 10,041 $1.71M 0.17% +3,890 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 10,027 $1.7M 0.91% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 10,028 $1.7M 0.09% +5,430 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,028 $1.7M 0.11% -389 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 10,000 $1.7M 0.01% +2,000 13F-HR Timeline Group PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 10,000 $1.7M 1.18% -680 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,998 $1.7M 0.19% +2,115 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,998 $1.7M 0.53% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,981 $1.7M 0.28% +265 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,933 $1.69M 0.22% +52 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,885 $1.68M 0.44% +419 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,859 $1.67M 0.37% -9,020 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,837 $1.67M 0.09% -711 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,800 $1.66M 1.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,775 $1.66M 0.04% +575 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,776 $1.66M 0.16% +2,048 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,760 $1.66M 0.01% -4,204 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 9,720 $1.65M 0.34% +2,850 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 9,716 $1.65M 0.26% +8,079 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 9,682 $1.64M 1.53% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,669 $1.64M 0.05% -715 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,639 $1.64M 0.11% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 9,626 $1.64M 0.57% +2,115 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,633 $1.63M 0.43% +24 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,582 $1.63M 0.23% -58 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,530 $1.62M 0.72% -280 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 9,525 $1.62M 1.24% +732 13F-HR/A Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,522 $1.62M 0.03% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,515 $1.62M 0.28% 0 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 9,500 $1.61M 0.27% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,427 $1.6M 0.05% -3,480 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,420 $1.6M 0.1% +274 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,372 $1.59M 0.36% -3,820 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,318 $1.58M 0.02% +6,136 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,288 $1.58M 0.24% -166 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 9,280 $1.58M 0.47% +2,454 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,267 $1.57M 0.35% new 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 9,242 $1.57M 0.04% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,237 $1.57M 0.57% -21 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,203 $1.56M 0.07% +3,582 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 9,203 $1.56M 1.05% -19 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,171 $1.56M 0.02% +3,243 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 9,100 $1.55M 0.37% +1,371 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,812 $1.54M 0.23% -4,854 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,039 $1.54M 0.02% +404 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,991 $1.53M 0.08% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,955 $1.52M 0.3% -8,390 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 8,904 $1.51M 0.18% +5,412 13F-HR Timeline Bell Bank More: the full row for Bell Bank 8,899 $1.51M 0.06% +63 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,889 $1.51M 0.23% +2,069 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,804 $1.5M 0.13% +25 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 8,795 $1.49M 0.25% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,759 $1.49M 0.03% -147 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 9,231 $1.48M 1.7% -118 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,658 $1.47M 0.01% +2,000 13F-HR Timeline Group Formuepleje A/S More: the full row for Formuepleje A/S 8,628 $1.47M 0.11% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,607 $1.46M 0.09% +120 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,587 $1.46M 0.06% -2 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,549 $1.45M 0.1% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,484 $1.44M 0.06% +1,214 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,431 $1.43M 0.03% -1,896 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,420 $1.43M 0.04% +2,617 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,419 $1.43M 0.05% +645 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 8,401 $1.43M 0.36% -3 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 8,385 $1.42M 0.53% -42 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,352 $1.42M 0.02% +2,386 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 8,338 $1.42M 0.24% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,325 $1.41M 0.59% -475 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,311 $1.41M 0.04% +477 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,283 $1.41M 0.08% +45 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,283 $1.41M 0.16% -6,265 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,803 $1.41M 0.02% +96 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 8,273 $1.41M 0.27% -2,090 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,256 $1.4M 0.22% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 8,250 $1.4M 0.05% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 8,150 $1.38M 0.89% +6,398 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,139 $1.38M -18 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,126 $1.38M 0.13% +1,687 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,123 $1.38M 0.03% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,118 $1.38M 0.05% +583 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 8,113 $1.38M 1.02% -343 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,088 $1.37M 0.71% +9 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,061 $1.37M 0.06% +1,431 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,018 $1.36M 0.02% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,018 $1.36M 0.07% -2,004 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 8,018 $1.36M 0.14% +78 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,006 $1.36M 0.02% +76 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,000 $1.36M 0.37% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,993 $1.36M 0.3% +11 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 7,937 $1.35M 0.16% +1,217 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 7,930 $1.35M 0.24% +1,952 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,878 $1.34M 0.11% +30 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,873 $1.34M 0.02% +2,448 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 7,764 $1.32M 0.08% -1,107 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,685 $1.31M 0.02% +1,099 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 7,680 $1.3M 0.14% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,675 $1.3M 0.37% +472 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 7,625 $1.3M 0.22% new 13F-HR Timeline American Trust More: the full row for American Trust 7,566 $1.29M 0.1% +122 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,557 $1.28M 0.02% +3,941 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 7,545 $1.28M 0.17% +3,546 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 7,518 $1.28M 0.7% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 7,506 $1.28M 0.98% -190 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,499 $1.27M 0.13% +4,161 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,970 $1.27M 0.2% +3,345 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 7,489 $1.27M 0.02% +975 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,422 $1.26M 0.07% +1,119 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 7,370 $1.25M 0.42% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,280 $1.24M 0.06% +29 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,280 $1.24M 0.05% -223 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 7,273 $1.24M 0.79% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,259 $1.23M 0.3% -6 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,229 $1.23M 0.25% -84 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,203 $1.22M 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,202 $1.22M 0.02% +1,619 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,557 $1.21M 0.07% -5,838 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 7,132 $1.21M 0.52% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 7,263 $1.21M 0.53% +290 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,090 $1.2M 0.22% +423 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 7,076 $1.2M 0.84% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,045 $1.2M 0.21% -108 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,975 $1.18M 0.05% +927 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,972 $1.18M 0.08% -4,505 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 6,960 $1.18M 0.91% +307 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,948 $1.18M 0.37% -7,622 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,899 $1.17M 0.12% -136 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,893 $1.17M 0.14% +14 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 6,880 $1.17M 0.7% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,872 $1.17M 0.03% +1,523 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,870 $1.17M 0.07% +2,712 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,866 $1.17M 0.4% +2,005 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,851 $1.16M 0.04% +1,813 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,815 $1.16M 0.14% +1,248 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 6,785 $1.15M 0.01% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 6,767 $1.15M 0.69% +45 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,738 $1.14M 0.1% +848 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 6,735 $1.14M 0.1% +2 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,719 $1.14M 0.48% +760 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,677 $1.13M 0.1% +143 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,281 $1.13M 0.38% -260 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,665 $1.13M 0.35% -135 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 6,645 $1.13M 0.17% +2,093 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,642 $1.13M 0.01% +2,766 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,640 $1.13M 0.09% +107 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,629 $1.13M 0.2% -144 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,623 $1.13M 0.29% -369 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,616 $1.12M 0.62% +1,657 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,609 $1.12M 0.07% +107 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,593 $1.12M 0.06% +574 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,588 $1.12M 0.13% +435 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,582 $1.12M 0.05% -2,828 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,563 $1.11M 0.1% -1,144 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,562 $1.11M 0.01% -590 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,553 $1.11M 0.03% +1,000 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 7,039 $1.11M 0.12% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,506 $1.11M 0.04% -213 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,482 $1.1M 0.38% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,435 $1.09M 0.16% +16 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,403 $1.09M 0.07% +97 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,400 $1.09M 0.41% +200 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,383 $1.08M 0.02% -278 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,378 $1.08M 0.04% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,374 $1.08M 0.09% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 6,358 $1.08M 0.97% -5,104 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,348 $1.08M 0.05% +2,041 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,343 $1.08M 0.01% +822 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 6,319 $1.07M 0.56% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 6,304 $1.07M 0.45% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,275 $1.07M 0.07% +774 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,271 $1.07M 0.11% -196 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,260 $1.06M 0.22% -214 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,247 $1.06M 0.07% +4,193 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,219 $1.06M 0.01% -1,770 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 6,197 $1.05M 0.26% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,191 $1.05M 0.08% +255 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,175 $1.05M 0.98% -30 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,295 $1.05M 0.23% +665 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,141 $1.04M 0.09% +763 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,094 $1.04M 0.15% +523 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,082 $1.03M 0.2% -822 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,076 $1.03M 0.05% -3,311 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 6,067 $1.03M 0.76% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,063 $1.03M 0.04% +1,643 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,060 $1.03M 0.05% +3,237 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,055 $1.03M 0.07% +1,614 13F-HR Timeline TOBAM More: the full row for TOBAM 6,031 $1.02M 0.25% -3,033 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,014 $1.02M 0.24% +8 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,013 $1.02M 0.05% -215 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,009 $1.02M 0.05% -2,453 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 6,000 $1.02M 0.69% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6,000 $1.02M 0.12% +600 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 5,990 $1.02M 0.3% 0 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 5,978 $1.02M 0.74% +85 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,976 $1.02M 0.11% +339 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,969 $1.01M 0.5% +292 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,965 $1.01M 0.42% -218 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 5,956 $1.01M 1.16% -1,612 13F-HR Timeline