Arax Advisory Partners More: the full row for Arax Advisory Partners 4,116 $2.12M 0.01% +2,488 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,115 $2.12M 0.03% +298 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,063 $2.09M 0.07% +805 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,059 $2.09M 0.83% -354 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,058 $2.09M 0.02% -4,209 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 4,041 $2.08M 0.05% +3,275 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,041 $2.08M 0.5% -17,474 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,966 $2.04M 0.03% +1,007 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,929 $2.02M 0.55% -33 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,926 $2.02M 0.34% +237 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,917 $2.02M 0.09% +1,984 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,915 $2.02M 0.47% +424 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,892 $2.01M 0.06% +1,130 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 3,857 $1.99M 0.11% -1,042 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,841 $1.98M 0.01% +1,938 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,775 $1.94M 0.05% +166 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,750 $1.93M 0.1% +112 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,706 $1.91M 0.04% +61 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 3,690 $1.9M 1.47% +486 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,678 $1.89M 0.03% -489 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,592 $1.85M 0.04% -1,263 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,585 $1.85M 0.04% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,579 $1.84M 0.14% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,546 $1.83M 0.34% +768 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,540 $1.82M 0.02% +194 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,539 $1.82M 0.94% -1,376 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,525 $1.82M 0.1% +425 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,501 $1.8M 0.2% +19 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 3,500 $1.8M 0.79% +500 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,458 $1.78M 0.01% +350 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,451 $1.78M 0.97% +585 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,437 $1.77M 0.11% -598 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,424 $1.76M 0.02% +459 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,409 $1.76M 0.59% -60 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,391 $1.75M 0.05% new 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,380 $1.74M 0.03% +1,080 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,348 $1.72M 0.15% -13 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,332 $1.72M 0.02% new 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 3,299 $1.7M +981 Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,291 $1.7M 0.14% +2,153 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,272 $1.69M 0.03% +98 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,270 $1.68M 0.85% +1,404 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,947 $1.68M 0.37% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 3,203 $1.65M 0.5% +1,072 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,200 $1.65M 0.01% +906 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,124 $1.61M 0.04% -47 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,075 $1.58M 0.04% +1,231 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,036 $1.56M 0.91% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,018 $1.55M 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,881 $1.55M 0.07% -185 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 3,000 $1.55M 0.09% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,990 $1.54M 0.02% +2,211 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,963 $1.53M 0.1% -49 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,942 $1.52M 0.04% -330 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,920 $1.5M 0.02% -303 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,919 $1.5M -1,452 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,879 $1.48M 0.02% +214 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,876 $1.48M 0.29% -41 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,866 $1.48M 0.09% -33 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,000 $1.45M 0.35% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2,732 $1.41M 0.55% +40 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,725 $1.38M <0.01% -183 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,615 $1.35M 0.04% +1,744 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,188 $1.34M 0.16% 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,586 $1.33M 0.3% +67 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,666 $1.33M 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,558 $1.32M 0.02% +395 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 2,522 $1.3M 0.05% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,519 $1.3M 0.32% +1,469 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,518 $1.3M 0.11% +9 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,517 $1.3M 0.15% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,505 $1.29M 0.15% -65 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,495 $1.28M 0.03% -445 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,475 $1.28M 0.01% -115 13F-HR/A Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,440 $1.26M 0.02% -80 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,420 $1.25M 0.02% +16 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,406 $1.24M 0.07% -64 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 2,403 $1.24M 0.01% -158 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,400 $1.24M 0.07% new 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,366 $1.22M 1.48% +105 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,359 $1.22M 0.06% +324 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,348 $1.21M 0.02% +489 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,334 $1.2M 0.21% -1,075 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,329 $1.2M 0.62% -302 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,321 $1.2M 0.01% -494 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,320 $1.2M 0.32% +675 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,308 $1.19M 0.09% +760 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,284 $1.18M 0.06% +2 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,265 $1.17M 0.1% -10 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,263 $1.17M 0.03% +35 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,261 $1.17M 0.15% -24 13F-HR Timeline Group Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 2,252 $1.16M 1% +293 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,237 $1.15M 0.02% +421 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,228 $1.15M 0.02% -800 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,225 $1.15M 0.14% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,207 $1.14M 0.36% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,198 $1.13M 0.39% 0 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 2,189 $1.13M 0.06% -363 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,189 $1.13M 0.06% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,182 $1.12M 0.01% +1,782 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,176 $1.12M 0.02% +1,503 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,172 $1.12M 0.16% -289 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,145 $1.11M <0.01% +689 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,761 $1.1M 0.02% +68 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,126 $1.1M 0.16% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,114 $1.09M 0.01% +295 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,113 $1.09M 0.2% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,045 $1.05M 0.35% +575 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,025 $1.04M 0.42% +150 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 2,018 $1.04M 0.1% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,018 $1.04M 0.03% -198 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,016 $1.04M 0.1% -244 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,007 $1.03M 0.02% +66 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 1,975 $1.02M 0.14% +202 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,965 $1.01M 0.03% +357 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,958 $1.01M 0.02% +17 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,948 $1M 0.03% -275 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,945 $1M 0.09% +149 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,937 $998K 0.02% -2,594 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,934 $996K 0.06% +206 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,934 $996K 0.27% +105 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,926 $992K 0.04% -230 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,924 $991K 0.03% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,918 $988K 0.02% -415 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,918 $988K 0.09% +655 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,907 $983K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,906 $982K <0.01% +515 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,888 $973K 0.04% +503 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,883 $970K 0.33% -28 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,878 $968K 0.61% -6 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,873 $965K 0.16% +257 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,870 $963K <0.01% +6 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,868 $962K <0.01% -838 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 1,852 $954K <0.01% -15 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,818 $937K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,786 $920K 0.03% +9 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,782 $918K 0.16% +202 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,776 $915K 0.22% +1,629 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,775 $915K 0.19% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,761 $907K 0.09% -324 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,757 $905K 0.04% -57 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,746 $900K 0.05% -1,215 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,726 $889K 0.23% -107 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,714 $883K 0.08% +79 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 1,712 $882K 0.39% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,692 $872K 0.09% +94 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,686 $869K 0.03% +14 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,681 $866K 0.02% -385 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,680 $866K 0.02% -3,893 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,679 $865K 0.03% +122 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,676 $864K 0.06% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,669 $860K 0.02% -27,517 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 1,648 $849K 0.14% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,623 $836K 0.04% -71 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,622 $836K 0.23% -823 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Argentarii, LLC More: the full row for Argentarii, LLC 2,577 $821K 0.25% -20 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,569 $808K 0.09% +26 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,567 $807K 0.09% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,564 $806K 0.08% +210 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 2,523 $804K 0.49% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,558 $803K 0.01% +595 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,554 $801K 0.05% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,543 $795K 0.08% +28 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,539 $793K 0.21% -1,254 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,531 $789K 0.24% +679 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,519 $783K 0.01% -613 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,516 $781K 0.01% -7,932 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,515 $780K 0.06% +242 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,505 $775K 0.47% -27 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,501 $773K 0.03% +1 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 1,500 $773K 0.36% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,499 $772K 0.12% -1,328 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,478 $761K 0.52% -22 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,476 $760K 0.26% -162 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,473 $759K 0.05% +101 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,445 $745K 0.05% +276 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,440 $741K 0.02% -160 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,439 $741K 0.03% +363 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,426 $735K 0.09% +447 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,422 $733K 0.01% +327 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,412 $728K 0.09% +35 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 1,408 $725K 0.06% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,401 $722K 0.06% -39 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,445 $721K 0.01% +7 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,384 $713K 0.03% +174 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,384 $713K 0.1% -72 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,372 $707K 0.42% -166 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,367 $704K 0.04% +59 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,359 $700K 0.07% -1,909 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,358 $700K 0.01% +246 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,350 $696K 0.05% +150 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,348 $695K 0.03% -126 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,347 $694K 0.06% +321 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,341 $691K 0.01% +435 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,335 $688K 0.07% -2 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,335 $688K 0.08% +105 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,333 $687K 0.08% -26 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,329 $685K 0.06% +332 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,311 $675K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,310 $675K 0.1% -44 13F-HR Timeline