Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 31,433 $636K 0.03% -526 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 31,428 $636K 0.1% -1,631 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 31,169 $631K 0.05% +11,967 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30,573 $618K 0.05% +4,314 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 30,391 $615K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,383 $613K 0.02% +148 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 30,133 $610K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 30,098 $609K 0.02% -14,817 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 30,000 $607K 0.01% 0 13F-HR Timeline Group PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 30,000 $607K 0.01% 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 29,931 $606K 0.25% +65 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 29,640 $600K 0.12% +850 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 29,458 $596K 0.6% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,358 $594K 0.01% -980 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 28,914 $585K 0.02% +17,148 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 28,866 $584K 0.23% +667 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 28,775 $582K 0.08% +3,325 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 28,500 $577K 0.22% -2,500 13F-HR/A Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 28,488 $576K 0.23% -3,432 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,176 $570K 0.02% -2,154 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,147 $569K 0.01% -223 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 27,185 $568K 0.15% +3,542 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 28,001 $566K 0.03% -534 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 27,590 $558K 0.28% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 27,450 $555K <0.01% +2,000 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 27,427 $555K 0.02% -4,004 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 27,404 $554K <0.01% +11,134 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 27,292 $552K 0.06% +5,742 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 27,141 $549K 0.02% -7,510 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26,745 $541K <0.01% -7,095 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 26,744 $541K 0.15% -3,755 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,341 $533K 0.03% +4,688 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 26,051 $527K 0.08% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 25,977 $526K 0.28% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 25,552 $517K <0.01% +22,651 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,527 $516K 0.02% -16,933 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,443 $515K 0.01% +125 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 25,403 $514K 0.34% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 25,300 $512K 0.01% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 25,243 $511K 0.18% +703 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 25,134 $508K 0.01% new 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 25,097 $508K 0.16% -937 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 25,055 $507K 0.01% -3,967 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 24,933 $506K 0.03% +1,521 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 25,000 $506K 0.25% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 24,996 $506K 0.02% -1,593 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 24,985 $505K 0.21% -14,802 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 24,949 $505K 0.02% +8,200 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 24,910 $504K 0.11% -4,873 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,745 $501K 0.01% -1,124 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 24,725 $500K 0.21% -3,379 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 24,650 $499K 0.17% new 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,616 $498K 0.01% +134 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 24,194 $494K 0.07% -1,373 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 24,369 $493K 0.34% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,197 $490K 0.02% -985 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 25,102 $489K 0.08% +485 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 23,711 $480K 0.11% -1,493 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 23,582 $477K 0.03% -59 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,406 $472K 0.05% -54,321 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,285 $471K 0.02% +6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,258 $471K <0.01% -932 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 23,246 $470K 0.03% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 23,067 $467K 0.13% -21,344 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 22,982 $465K 0.03% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 22,730 $460K 0.02% -26,233 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 22,555 $456K 0.03% -585 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 22,367 $452K <0.01% +7,942 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,110 $447K 0.03% -10,648 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 22,101 $447K 0.05% +348 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,920 $443K 0.01% +8,637 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 21,842 $442K 0.02% -393 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,540 $436K 0.1% 0 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 23,250 $431K 0.18% +312 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 21,188 $429K 0.01% +367 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 21,159 $428K 0.02% +1,301 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 21,147 $428K 0.17% -415 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 21,087 $427K 0.25% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,959 $424K 0.16% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 20,935 $424K 0.11% +1,812 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 20,887 $423K 0.23% +482 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 20,827 $421K 0.02% +3,312 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 20,300 $419K 0.28% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,628 $417K 0.01% +5,038 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20,445 $414K 0.04% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 20,402 $413K 0.07% 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 20,375 $412K 0.33% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 20,193 $408K 0.12% +911 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,185 $408K 0.04% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,000 $405K 0.04% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $405K 0.36% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,864 $403K 0.01% -145 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,887 $402K 0.01% -28,441 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,852 $402K 0.07% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 19,762 $400K 0.03% -551 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 19,680 $398K 0.02% +1,585 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 19,395 $392K 0.1% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 19,372 $392K 0.02% new 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,274 $390K 0.06% +3,025 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 19,198 $388K 0.06% -42,245 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,107 $387K 0.03% -10,053 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,103 $386K 0.01% +2,007 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 19,000 $384K 0.01% -1,000 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 19,000 $384K 0.27% +6,000 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 18,514 $384K 0.2% -57 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 18,811 $381K 0.03% +244 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 18,777 $380K 0.09% -1,966 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 18,740 $379K 0.02% -1,697 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 18,600 $376K 0.24% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 18,808 $376K 0.14% +1,612 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,513 $375K 0.01% +3,362 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 18,490 $374K 0.08% +5,060 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 18,320 $371K 0.23% -4,055 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,308 $370K 0.01% +343 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 18,269 $370K 0.03% +1,620 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. 18,201 $368K 0.01% +1,649 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 17,915 $362K 0.04% +137 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 17,904 $362K 0.01% -67,750 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 17,830 $361K 0.15% -4,683 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 17,735 $359K 0.01% +728 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 17,634 $357K 0.01% new 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 17,587 $356K 0.21% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,574 $356K 0.03% -675 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,534 $355K 0.02% -2,597 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 17,309 $350K 0.12% -5,342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,202 $348K 0.06% +426 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 17,161 $347K 0.29% 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 17,751 $346K 0.23% 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 16,953 $343K 0.06% -10,317 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 16,865 $341K 0.13% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 16,611 $336K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,363 $331K 0.02% -92 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 16,268 $329K 0.08% -12,300 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16,167 $327K 0.1% +3,080 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 16,132 $326K 0.05% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 16,085 $325K 0.25% -27,604 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,723 $324K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 16,000 $324K 0.02% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,840 $320K 0.03% +593 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 15,811 $320K 0.12% +3,094 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 15,785 $319K 0.17% -550 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,627 $316K 0.01% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 15,414 $312K 0.19% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,379 $311K 0.01% -364 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,352 $311K <0.01% -20 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 15,275 $309K 0.05% -3,500 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 15,120 $306K 0.23% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,042 $304K <0.01% -8,251 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 14,856 $301K 0.3% 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,850 $300K 0.06% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,815 $300K 0.04% -2,694 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 14,548 $294K 0.05% -440 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,505 $293K 0.03% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,374 $291K 0.08% +3,447 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 14,264 $289K 0.05% +3,397 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,131 $286K <0.01% +3,265 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 14,093 $285K 0.13% +1,093 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,777 $284K 0.14% +2,278 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,039 $284K 0.11% -897 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 14,012 $283K 0.01% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,000 $283K 0.1% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 13,997 $283K 0.25% -1,123 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,862 $280K 0.01% -1,278 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 13,745 $278K 0.29% -439 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,736 $278K 0.02% +3,236 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,686 $277K 0.03% +225 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,426 $272K 0.12% -3,237 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 13,400 $271K <0.01% -102,541 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 13,311 $269K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,105 $265K <0.01% -3,400 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 13,000 $263K 0.01% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,755 $258K 0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,688 $257K 0.01% +1,073 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 12,594 $255K 0.02% +1,742 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,579 $254K <0.01% +2,438 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,535 $254K 0.09% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,484 $253K 0.01% -15,028 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,477 $252K 0.03% +86 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 12,353 $250K 0.01% new 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,333 $249K 0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 12,317 $249K 0.02% +1,191 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,235 $248K 0.01% -456,455 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,235 $248K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,192 $247K 0.01% -782 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,082 $244K 0.02% -50 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 12,057 $244K 0.05% -5,025 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 12,014 $243K 0.06% +873 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,996 $243K 0.04% +1,317 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,925 $241K 0.02% new 13F-HR/A Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 11,809 $239K 0.17% 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 11,697 $237K 0.06% -3,227 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,674 $236K <0.01% -156,082 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 11,586 $234K 0.13% 0 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 11,535 $233K <0.01% -95 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. 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