Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,287 $1.09M 0.32% 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,235 $1.08M 0.05% +232 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 8,232 $1.08M 0.44% -842 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,198 $1.07M 0.2% +1,263 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 8,153 $1.07M 0.13% -6,090 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,149 $1.07M +2,167 Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,101 $1.06M 0.1% -8,940 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,098 $1.06M 0.06% +33 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 8,083 $1.06M 0.27% -1,967 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,069 $1.06M 0.63% -12 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,047 $1.05M 0.9% -15,832 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,018 $1.05M 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,016 $1.05M 0.01% +977 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,952 $1.04M 0.08% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,937 $1.04M 0.03% +261 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,914 $1.04M 0.03% +171 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,863 $1.03M 0.25% +228 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,859 $1.03M 0.15% -476 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,857 $1.03M 0.04% +349 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,854 $1.03M 0.07% -342 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 7,774 $1.02M 1.01% 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 7,752 $1.02M 0.99% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,740 $1.01M 0.16% -3,896 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,711 $1.01M 0.11% +441 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 7,696 $1.01M 0.87% 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 7,690 $1.01M 0.23% -920 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 7,680 $1.01M 0.17% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,678 $1.01M 0.07% +811 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,627 $999K 0.05% -881 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,568 $992K 1.23% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,553 $990K 0.19% +1,140 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 7,550 $989K 0.11% +968 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,518 $985K 0.03% +112 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,509 $984K 0.64% +7,363 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,502 $983K 0.07% -437 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,492 $982K 0.19% -386 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,462 $978K 0.34% +136 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 10,125 $973K 0.16% -43,300 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 7,421 $972K 0.28% +259 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,417 $972K <0.01% +120 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,400 $970K 0.09% +1,000 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,383 $967K 0.06% +283 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 7,356 $964K 0.21% +24 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,329 $960K 0.28% -325 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,247 $950K 0.05% -428 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,242 $949K 0.01% +584 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,203 $944K 0.01% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,200 $943K 0.25% +360 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,179 $941K 0.07% +2,782 13F-HR/A Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 7,093 $929K 0.09% -143 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,081 $928K <0.01% +3,632 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 7,067 $926K 0.02% -2,398 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,047 $923K 0.39% -190 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 7,013 $919K 0.18% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,958 $912K 0.45% +52 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,949 $911K 0.34% +457 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 6,880 $901K 0.57% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,871 $900K 0.01% +35 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,842 $897K 0.12% -106 13F-HR Timeline Hillsdale Investment Management Inc. 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Sherr & Co., LLC 6,183 $876K 0.39% -330 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,590 $863K 0.08% +255 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,579 $862K 0.09% +980 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,580 $862K 0.25% -80 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,536 $856K 0.04% -269 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 6,481 $849K 0.33% 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,448 $845K 0.19% +487 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,443 $844K 0.18% 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,434 $843K 0.12% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,419 $841K 0.13% +19 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,274 $832K 0.08% +1,471 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 6,336 $830K 0.12% 13F-HR Timeline United Asset Strategies, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,207 $813K 0.01% +138 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,201 $813K 0.02% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 6,180 $810K 0.41% +66 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,175 $809K 0.32% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,167 $808K 0.04% -484 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,122 $802K 0.28% -29 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,120 $802K 0.06% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,056 $794K 0.21% -409 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,049 $793K 0.05% -482 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,044 $792K 0.12% -3,357 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,425 $790K 0.12% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,010 $787K 0.7% 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 5,648 $787K 0.27% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,000 $786K 0.23% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 5,990 $785K 0.29% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,985 $784K 0.05% +1,512 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,965 $782K 0.1% +801 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,948 $779K 0.29% +449 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,867 $769K 0.01% +515 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,837 $765K 0.03% +136 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,786 $758K 0.29% -1,377 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 5,773 $756K 0.43% -293 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,762 $755K 0.05% -160 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,753 $754K 0.04% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,715 $749K 0.34% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,713 $748K 0.07% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,679 $744K 0.18% +150 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,665 $742K 0.01% +1,332 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,658 $741K 0.15% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,623 $737K 0.04% +804 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,620 $736K 0.05% -235 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,615 $736K new Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 5,609 $735K 0.76% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,601 $734K 0.02% -983 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,600 $734K 0.18% +35 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,597 $733K 0.03% -66 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,591 $733K 0.21% -86 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 5,584 $732K 0.56% -4,529 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,569 $730K 0.02% +1,625 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,560 $729K 0.24% +353 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,549 $727K 0.13% -40 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,538 $726K 0.24% +980 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,529 $724K 0.08% -335 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,466 $716K 0.39% +1,008 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,465 $716K 0.01% -3,875 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,458 $715K 0.07% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,436 $712K 0.23% +176 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,401 $708K 0.01% new 13F-HR Timeline Group 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. 5,400 $708K 0.09% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,355 $702K 0.15% -487 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,343 $700K 0.37% -2,156 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,341 $700K 0.06% -13 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,339 $700K 0.04% +2,079 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,313 $696K 0.01% +857 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,307 $695K 0.04% -251 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,265 $690K 0.09% +638 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,262 $689K 0.07% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,260 $689K 0.22% -308 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,260 $689K 0.05% -1,083 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,229 $685K 0.05% -145 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,697 $684K 0.41% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,223 $684K 0.25% -5,555 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,196 $681K 0.21% +2,405 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 5,188 $680K 0.36% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,131 $672K 0.07% +2,314 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,100 $668K 0.27% +100 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,074 $665K 0.27% -211 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,063 $663K 0.07% +215 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,052 $662K 0.07% -1,779 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,029 $659K <0.01% +27 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,024 $658K 0.23% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,016 $657K 0.15% -319 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,016 $657K 0.01% -31 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,000 $655K 0.24% -600 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 5,000 $655K 0.05% -5,000 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,998 $655K 0.08% -433 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,984 $653K 0.03% +325 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,012 $653K 0.18% -524 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,974 $652K 0.01% +506 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,968 $651K 0.36% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,965 $651K 0.07% +265 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,947 $648K 0.03% +101 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,929 $646K 0.02% -87 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,891 $641K 0.06% +54 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 4,884 $640K 0.06% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 4,884 $640K 0.09% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,863 $637K 0.29% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 4,858 $637K 0.03% -844 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,844 $635K 0.03% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,815 $631K 0.11% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 4,802 $629K 0.21% -200 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 4,800 $629K 0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,792 $628K 0.06% -654 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,766 $624K 0.13% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,737 $621K 0.09% +97 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,708 $617K 0.01% -6,997 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,684 $614K 0.37% +65 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,674 $612K 0.32% +1,500 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,661 $611K 0.03% -43 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,659 $610K 0.04% -548 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,659 $610K 0.08% +818 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,644 $609K 0.11% -53 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,631 $607K 0.01% +780 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 4,623 $606K 0.02% +198 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,616 $605K 0.06% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,613 $604K 0.08% -23 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,610 $604K 0.01% +38 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,609 $604K 0.1% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,599 $603K 0.02% -830 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,594 $602K 0.08% -663 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,593 $602K 0.05% +93 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,586 $601K 0.03% -333 13F-HR Timeline