Arax Advisory Partners More: the full row for Arax Advisory Partners 29,238 $527K 0.01% -860 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,179 $526K 0.01% -179 13F-HR/A Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 25,403 $514K 0.37% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 28,255 $509K 0.01% -344,440 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,147 $507K 0.01% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 24,985 $505K 0.21% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 27,713 $504K 0.14% +528 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 27,231 $491K 0.01% -5,014 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 27,002 $487K 0.02% -999 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 26,753 $482K 0.08% +702 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 26,594 $479K 0.2% -1,894 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 26,460 $477K 0.02% -4,973 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 26,446 $477K 0.48% -144,476 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 25,360 $473K 0.03% +2,114 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 26,046 $469K 0.03% -15,397 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 26,034 $469K 0.03% +13,557 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 25,977 $468K 0.25% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 25,960 $468K 0.02% +964 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 25,872 $466K 0.04% +11,608 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 25,812 $465K 0.08% +710 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26,568 $464K <0.01% -836 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,444 $459K 0.02% -12,456 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 25,400 $458K 0.23% +675 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,386 $457K 0.02% -1,755 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 25,300 $456K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,171 $454K 0.02% -356 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25,143 $453K 0.04% -5,430 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 25,031 $451K 0.09% +121 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 24,971 $450K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,945 $450K 0.01% +200 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 24,712 $445K 0.04% -13,087 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 21,842 $442K 0.02% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 24,369 $439K 0.29% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,320 $438K 0.02% -2,021 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,220 $436K <0.01% -3,230 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,113 $435K <0.01% +1,746 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 24,103 $434K 0.34% -461,807 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 24,067 $434K 0.37% +10,070 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 23,885 $430K 0.12% -2,859 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 23,708 $427K 0.06% +19,580 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,569 $425K 0.01% +284 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 23,468 $423K 0.1% -243 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 23,395 $422K 0.22% -4,195 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 23,326 $420K 0.03% -1,607 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 23,242 $419K 0.02% -4,185 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,212 $418K 0.01% +3,325 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 22,982 $414K 0.03% 0 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 24,983 $414K 0.19% +1,733 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 22,541 $413K 0.04% +3,343 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,710 $409K 0.03% +600 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 22,475 $405K 0.04% -931 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,396 $404K 0.01% +476 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22,122 $399K <0.01% -1,136 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 21,790 $393K 0.04% -311 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,596 $389K <0.01% -5,149 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,535 $388K 0.09% -5 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 21,474 $387K 0.37% -34,925 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 21,457 $387K 0.23% +570 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 21,193 $382K 0.01% +565 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 21,182 $382K 0.05% +1,908 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 20,978 $378K 0.02% +10,023 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,959 $378K 0.14% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 20,950 $378K 0.1% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,914 $377K 0.01% +1,811 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 20,873 $376K 0.02% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 19,650 $373K 0.24% -650 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 20,534 $370K <0.01% new 13F-HR/A Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 20,508 $370K 0.1% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20,445 $368K 0.04% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 19,314 $368K 0.13% +506 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 20,375 $367K 0.32% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 20,266 $365K 0.01% -5,177 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,185 $364K 0.04% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,000 $360K 0.03% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $360K 0.34% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 19,990 $360K 0.03% +228 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 19,869 $358K 0.03% +2,295 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 19,693 $355K 0.2% +1,179 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 19,649 $354K 0.14% -1,498 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 19,525 $352K 0.01% -5,530 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 19,439 $350K 0.14% +3,628 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 19,272 $347K 0.09% +495 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 19,188 $346K 0.07% +698 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,148 $345K <0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,107 $344K 0.03% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 19,095 $344K 0.02% +284 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,056 $343K 0.04% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 19,000 $342K 0.01% 0 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 19,000 $342K 0.29% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18,919 $341K 0.01% +7,438 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 18,805 $339K 0.05% -12,623 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 18,688 $337K <0.01% -1,220,138 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 17,751 $337K 0.2% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 18,535 $334K 0.03% +266 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 18,500 $333K 0.14% -10,000 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,348 $331K 0.01% -165 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 18,268 $329K 0.09% -4,799 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 18,100 $326K 0.05% -1,752 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 18,074 $326K 0.03% +159 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,109 $325K 0.02% -1,263 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,941 $323K 0.01% -799 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17,796 $321K 0.09% +1,629 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 17,779 $320K <0.01% -2,085 13F-HR Timeline North Ground Capital More: the full row for North Ground Capital 17,757 $320K 0.39% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 17,605 $317K <0.01% -16,578 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 17,410 $314K 0.27% +14,342 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,341 $312K 0.05% +139 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 17,296 $312K 0.16% +1,511 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 17,196 $310K 0.21% -391 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 17,195 $310K 0.02% -6,387 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 17,042 $307K 0.18% -1,278 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. 16,588 $299K 0.01% -1,613 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 14,737 $298K 0.05% -9,457 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,477 $297K <0.01% -1,831 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 16,477 $297K 0.12% -1,353 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,425 $296K 0.02% +62 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 16,347 $295K 0.05% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 16,346 $295K 0.05% -4,056 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 16,268 $293K 0.08% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 16,099 $290K 0.05% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 16,066 $290K 0.22% +4,257 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 16,056 $289K 0.03% +216 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 16,054 $289K 0.01% +3,701 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 16,000 $288K 0.02% 0 13F-HR Timeline Group Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 15,937 $287K 0.17% +523 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 15,823 $285K 0.09% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,812 $285K <0.01% +3,233 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 15,727 $283K 0.01% -20,773 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,678 $283K 0.01% +299 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 15,453 $278K 0.06% -1,500 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 15,120 $272K 0.19% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 15,117 $272K 0.18% -34,556 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,956 $270K 0.07% +582 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14,884 $268K <0.01% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,850 $268K 0.06% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 14,603 $263K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 14,602 $263K <0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,579 $263K 0.04% -236 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 14,541 $262K 0.05% +855 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,512 $262K <0.01% +381 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,190 $256K 0.01% +328 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 14,141 $255K 0.02% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,126 $255K 0.01% new 13F-HR/A Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,000 $252K 0.1% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 13,825 $249K 0.04% -1,450 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,813 $249K 0.01% +10,450 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,745 $248K 0.09% +319 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,787 $247K 0.14% +10 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,675 $246K <0.01% -21,313 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 13,363 $241K 0.01% +52 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,351 $241K <0.01% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 13,328 $240K 0.2% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,723 $239K 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,151 $237K <0.01% -1,891 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 13,000 $234K 0.01% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 13,000 $234K 0.1% -1,093 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,951 $233K <0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,877 $232K <0.01% +189 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,872 $232K 0.01% -32,637 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 12,860 $232K 0.02% +266 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 11,000 $229K 0.15% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,667 $228K 0.01% +334 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,643 $228K <0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 12,571 $227K <0.01% -366,753 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 12,540 $226K 0.02% +223 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 12,536 $226K 0.11% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,535 $226K 0.08% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 12,420 $224K 0.25% +1,000 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,560 $223K 0.03% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,235 $220K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,200 $220K 0.01% -1,536 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,082 $218K 0.01% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 12,033 $217K 0.05% +19 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 12,000 $216K 0.01% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 11,936 $215K 0.18% +818 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,925 $215K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,883 $214K 0.01% -12,733 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,585 $214K <0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,654 $210K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,830 $210K 0.01% -12,367 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,642 $210K <0.01% -1,463 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 11,586 $209K 0.11% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,564 $208K 0.08% -2,475 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 11,441 $206K 0.01% -11,289 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,396 $205K 0.03% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 11,377 $205K 0.03% +284 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,361 $205K <0.01% -5,250 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 11,261 $203K 0.21% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,239 $203K <0.01% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 11,220 $202K 0.09% -37,700 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,186 $202K 0.06% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,135 $201K 0.01% -24 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,100 $200K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,040 $199K 0.07% +12 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 11,000 $198K 0.56% new 13F-HR/A Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 10,968 $198K 0.18% +245 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,893 $196K <0.01% -781 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 10,811 $195K <0.01% -724 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 10,451 $194K 0.04% -165 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,779 $194K <0.01% 0 13F-HR Timeline Group