Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,631 $549K 0.11% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,623 $548K 0.67% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,602 $545K 0.01% +1,846 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,573 $541K 0.02% +248 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,570 $540K 0.03% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,528 $534K 0.01% -245 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 3,500 $529K 0.4% new 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 3,500 $529K 0.64% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 3,376 $511K 0.22% -971 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,375 $511K 0.01% +2,290 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,373 $510K 0.51% +1,285 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,354 $507K 0.03% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,663 $502K 0.09% -2,714 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,292 $498K 0.02% -50 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,257 $493K 0.17% +34 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,257 $493K 0.01% +1,379 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,220 $487K 0.08% +10 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,425 $481K 0.34% -250 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,142 $475K 0.01% +1,093 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,060 $463K 0.01% -6,115 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,345 $458K 0.01% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,016 $456K 0.28% -800 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,000 $454K <0.01% -748 13F-HR Timeline Group Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,000 $454K 0.39% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,980 $451K 0.01% new 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,750 $446K 0.19% -100 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,925 $442K 0.07% +17 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,856 $432K 0.13% -15,144 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,855 $431K 0.19% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,850 $431K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,845 $430K 0.02% -126 13F-HR Timeline Group IKE Capital, LLC More: the full row for IKE Capital, LLC 2,825 $427K 0.24% new 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,815 $426K 0.56% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,800 $424K 0.09% -30,498 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 2,800 $424K 0.07% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,755 $417K 0.06% +115 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 2,730 $413K 0.01% +134 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,707 $410K <0.01% new 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,695 $408K 0.06% -150 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,658 $402K <0.01% -415 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,604 $394K 0.12% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,602 $394K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,596 $393K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,581 $390K 0.1% -861 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,536 $384K 0.07% new 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,500 $378K 0.14% +76 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,490 $377K 0.04% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2,468 $373K <0.01% +71 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,438 $369K 0.01% +192 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,415 $365K 0.16% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,409 $364K 0.09% +125 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,832 $360K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,359 $357K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,342 $354K 0.02% +275 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,341 $354K 0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,337 $353K <0.01% -728 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 2,314 $350K 0.04% +94 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,307 $349K 0.01% -1,759 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,301 $348K 0.01% +140 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 2,232 $338K <0.01% -21 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,231 $338K 0.16% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,204 $333K 0.01% -50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,204 $333K <0.01% -29 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,200 $333K 0.01% -14,820 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,177 $329K 0.01% +489 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,157 $326K <0.01% +273 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,155 $326K 0.02% -490 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,155 $326K 0.23% -490 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,145 $324K 0.01% +1,085 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,112 $320K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,112 $320K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,081 $315K 0.05% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,061 $312K 0.01% -11,944 13F-HR Timeline Group Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 2,000 $310K 0.54% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,046 $310K 0.01% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,045 $309K 0.03% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,034 $308K 0.11% -2,425 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,019 $305K 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,000 $303K <0.01% -450 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,000 $303K <0.01% -101 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,000 $303K 0.17% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,000 $303K <0.01% -422 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,995 $302K 0.01% -1,856 13F-HR/A Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,978 $299K 0.11% +3 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,977 $299K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,951 $295K 0.02% -732 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,910 $289K 0.09% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,885 $285K 0.07% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,853 $280K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,817 $275K 0.01% new 13F-HR Timeline Group WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 1,802 $273K 0.14% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,800 $272K 0.05% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,791 $271K 0.01% -39 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,787 $270K <0.01% -14,997 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,784 $270K <0.01% -533 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,780 $269K <0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,450 $268K 0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,756 $266K 0.01% -149 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,743 $264K 0.04% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,725 $261K 0.09% new 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. 1,725 $261K <0.01% new 13F-HR Timeline Group bLong Financial, LLC More: the full row for bLong Financial, LLC 1,710 $259K 0.2% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,709 $259K <0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,702 $257K 0.01% -115 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,702 $257K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,700 $257K 0.02% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,700 $257K +800 Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,682 $254K 1.24% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,682 $254K 0.07% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,681 $254K 0.01% +98 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,678 $254K <0.01% new 13F-HR Timeline Group Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,674 $253K 0.18% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,669 $252K 0.08% new 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 1,650 $250K 0.03% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,635 $247K 0.16% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,622 $245K 0.02% 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,600 $242K 0.06% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,597 $242K 0.01% -1,635 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,592 $241K <0.01% new 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,587 $240K 0.04% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,568 $237K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,554 $235K 0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,528 $231K <0.01% new 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 1,527 $231K 0.85% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,520 $230K 0.04% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,514 $229K 0.03% new 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 1,508 $228K 0.02% new 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 1,501 $227K 0.19% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,500 $227K 0.18% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,497 $226K <0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,489 $225K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,478 $224K <0.01% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,454 $220K 2.05% new 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,448 $219K 0.21% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,438 $217K <0.01% -788 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,436 $217K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,422 $215K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,422 $215K <0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,421 $215K 0.04% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,419 $215K 0.09% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,415 $214K 0.04% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,403 $212K 0.09% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,397 $211K 0.08% 13F-HR/A Timeline RDA Financial Network More: the full row for RDA Financial Network 1,383 $209K 0.05% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,380 $209K <0.01% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,358 $205K new Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,358 $205K 0.03% -3,245 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,061 $205K 0.02% new 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,340 $203K <0.01% -60,466 13F-HR/A Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,338 $202K 0.02% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,337 $202K 0.01% new 13F-HR Timeline Group Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,323 $200K 0.06% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,300 $197K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,300 $197K 0.07% +139 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,250 $189K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,200 $182K 0.01% 0 13F-HR Timeline Group Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 1,200 $182K +720 Timeline MAI Capital Management More: the full row for MAI Capital Management 1,149 $174K <0.01% +257 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,079 $163K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,077 $163K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,070 $161K <0.01% -61,259 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,034 $156K 0.08% +667 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $151K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,000 $151K 0.03% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 991 $150K 0.11% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 916 $139K 0.03% -25 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 890 $135K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 876 $133K <0.01% -554 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 876 $133K 0.1% -195 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 870 $131K 0.02% +638 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 865 $131K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 750 $113K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 741 $112K <0.01% -7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 726 $110K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 722 $109K +534 Timeline BFSG, LLC More: the full row for BFSG, LLC 700 $106K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 700 $106K 0.07% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 700 $106K 0.04% +300 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 695 $105K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 684 $103K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 658 $99.5K <0.01% +608 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 650 $98.3K 0.06% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 635 $96.1K <0.01% -5,535 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 627 $94.9K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 621 $93.9K 0.01% -9 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 563 $85.2K <0.01% +10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 505 $76.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 521 $71.4K <0.01% +519 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 459 $71.2K <0.01% +442 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 458 $69.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 440 $66.6K 0.01% +294 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 400 $60.5K 0.02% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 376 $56.9K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 375 $56.7K <0.01% +350 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 375 $55.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 342 $51.7K <0.01% +222 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 339 $51.3K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 430 $49K 0.03% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 320 $48.4K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 320 $48.4K <0.01% +120 13F-HR Timeline