Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 1,308 $674K 0.58% -75 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,303 $671K 0.11% +595 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,294 $667K 0.02% +376 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,291 $665K 0.04% +54 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,286 $663K 0.01% +428 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Severin Investments, LLC More: the full row for Severin Investments, LLC 1,283 $661K 0.5% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,280 $659K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,279 $659K 0.01% -92 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,278 $658K 0.02% +37 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,277 $658K 0.01% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,276 $657K 0.24% -131 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,275 $657K 0.05% +2 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,268 $653K 0.17% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,256 $647K 0.2% -37 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,241 $639K 0.25% +324 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,240 $639K 0.02% -4,646 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,239 $638K 0.25% -139 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,224 $631K 0.03% -1,512 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,223 $630K <0.01% -54 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,220 $629K 0.02% +16 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,218 $627K 0.2% +42 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,206 $621K 0.04% -1,320 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,201 $619K 0.03% +515 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 1,200 $618K 0.08% +600 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,198 $617K 0.04% -3,006 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,194 $615K 0.03% +683 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,085 $613K 0.01% +350 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,185 $610K 0.01% -181 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,178 $607K 0.14% +291 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,177 $606K 0.57% +179 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,172 $604K 0.03% +216 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,202 $600K 0.02% +439 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,159 $597K 0.08% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,153 $594K 0.02% +231 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,151 $593K 0.06% +103 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,150 $593K 0.15% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,147 $591K 0.06% +177 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,146 $590K 0.07% -264 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,144 $589K 0.22% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,142 $589K 0.26% -907 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,136 $585K 0.03% +199 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,133 $584K 0.55% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,759 $583K 0.04% +1,614 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,121 $578K 0.08% +194 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,376 $575K 0.01% +139 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,110 $572K 0.17% +38 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,107 $570K 0.09% +429 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,106 $570K 0.01% -1,007 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,101 $568K 0.03% -462 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,101 $567K 0.03% -38 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,100 $567K 0.06% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,097 $565K 0.12% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,093 $563K 0.04% +69 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,093 $563K 0.03% +66 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,082 $558K 0.1% +11 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,080 $556K 0.13% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,067 $550K 0.01% +138 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,063 $548K 0.1% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,060 $546K 0.03% -108 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,057 $545K 0.03% +55 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,051 $542K 0.02% +530 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,041 $536K 0.34% +164 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,039 $535K 0.05% +177 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,035 $533K 0.04% new 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,035 $533K 0.2% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,034 $533K 0.1% +231 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,030 $531K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,030 $530K 0.01% -45 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,027 $529K 0.02% +200 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,022 $527K 0.01% +127 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,020 $526K 0.02% -89 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,015 $523K 0.16% -222 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,014 $523K 0.13% -56 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,007 $519K 0.03% +100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,007 $519K 0.12% -640 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,000 $515K 0.22% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,000 $515K 0.1% new 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,000 $515K 0.4% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 998 $514K 0.05% +249 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 996 $513K 0.03% -47 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 988 $509K 0.04% +78 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 975 $502K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 972 $501K 0.12% -57 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 972 $501K 0.04% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 972 $501K 0.05% -68 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 972 $501K 0.32% +139 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 970 $500K 0.32% +245 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 969 $499K 0.3% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 963 $496K 0.01% -1,950 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 951 $490K 0.02% -700 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 949 $489K <0.01% +247 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 937 $483K 0.2% +120 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 936 $482K 0.12% -69 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 932 $480K 0.17% -3 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 932 $480K 0.11% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 929 $479K 0.03% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 926 $477K 0.02% +74 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 914 $471K 0.08% +316 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 910 $469K 0.08% +139 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 900 $464K 0.19% +100 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 898 $463K 0.04% -517 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 883 $455K 0.11% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 871 $449K 0.11% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 882 $447K 0.07% +116 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 865 $446K 0.02% +360 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 861 $444K 0.03% -510 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 860 $443K <0.01% +278 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 856 $441K 0.03% +24 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 855 $441K 0.06% +80 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 854 $440K 0.07% +332 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 851 $438K 0.05% +23 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 850 $438K 0.02% -250 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 846 $436K 0.02% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 845 $435K 0.01% -26 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 845 $435K 0.17% +44 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 845 $435K 0.23% +244 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 843 $435K 0.05% new 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 840 $433K 0.06% +200 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 837 $431K 0.03% -106 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 835 $430K 0.04% +280 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 832 $429K 0.33% +54 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 830 $428K 0.14% +145 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 825 $425K 0.08% -153 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 824 $425K 0.04% +61 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 819 $422K 0.01% -102 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 819 $422K 0.09% +229 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 817 $421K 0.1% +81 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 817 $421K 0.35% -129 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 815 $420K <0.01% +227 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 841 $419K 0.02% -79 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 812 $418K 0.02% -63 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 810 $417K 0.09% +370 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 804 $414K 0.04% -22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 804 $414K 0.06% +94 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 794 $409K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 789 $407K 0.02% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 789 $407K 0.11% -8 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 789 $407K 0.05% +209 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 786 $405K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 783 $403K 0.02% +128 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 780 $402K 0.03% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 779 $401K 0.11% +10 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 775 $399K 0.01% +228 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 765 $394K 0.03% +47 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 765 $394K 0.06% -1,507 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 763 $393K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 761 $392K 0.02% -95 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 758 $391K 0.02% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 756 $390K 0.21% +47 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 755 $389K 0.05% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 750 $386K 0.05% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 750 $386K 0.14% +427 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 745 $384K 0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 743 $383K 0.01% -33 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 742 $382K 0.07% +98 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 741 $382K 0.04% -155 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 739 $381K 0.01% new 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 736 $379K 0.24% -372 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 735 $379K 0.21% -10 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 734 $378K 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 732 $377K 0.04% -201 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 732 $377K 0.3% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 732 $377K 0.05% +188 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 725 $374K 0.02% +245 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $370K 0.09% 0 13F-HR Timeline Amount filed as zero, left out of ratios. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 717 $369K 0.01% +97 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 716 $369K 0.04% -42 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 716 $369K 0.11% -39 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 711 $366K 0.01% +5 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 705 $363K 0.12% -3 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 704 $363K 0.02% +78 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 703 $362K 0.23% -51 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 700 $361K 0.03% -612 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 700 $361K 0.15% -580 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 700 $361K 0.09% +196 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 698 $360K 0.1% +8 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 697 $359K 0.03% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 695 $358K <0.01% +84 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 694 $358K 0.03% -197 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 692 $357K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 691 $356K <0.01% +49 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 691 $356K <0.01% new 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 688 $354K 0.21% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Trust More: the full row for American Trust 685 $353K 0.03% -20 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 680 $350K 0.2% -8 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 677 $349K 0.1% -89 13F-HR Timeline S&CO INC More: the full row for S&CO INC 675 $347K 0.02% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 671 $346K <0.01% -11,847 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 671 $346K 0.06% +163 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 663 $342K 0.04% +1 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 663 $342K 0.02% +106 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 661 $341K 0.02% +50 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 659 $340K 0.02% -75 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 654 $337K 0.02% -39 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 668 $337K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 652 $336K 0.03% +351 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 651 $335K 0.13% +89 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 650 $335K 0.04% 0 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 643 $331K 0.09% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 643 $331K <0.01% new 13F-HR Timeline