MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,942 $5.21M 0.24% +2,173 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,908 $5.16M 0.02% +220 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,896 $5.15M 0.39% +912 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,891 $5.14M 0.03% -1,273 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,889 $5.14M <0.01% -796 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,867 $5.11M 0.3% +93 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 3,863 $5.1M 1.85% -611 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,855 $5.09M 0.16% +491 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,830 $5.06M 0.1% +7 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,829 $5.06M 1.23% -1,363 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 3,820 $5.05M 2.75% +100 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,798 $5.02M 0.4% -9,747 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 3,795 $5.01M 3.18% -535 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,578 $4.99M 0.05% +324 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,765 $4.97M 0.17% +1,589 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,764 $4.97M 0.56% +81 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 3,762 $4.97M 1.14% +56 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,955 $4.96M 0.15% +108 13F-HR Timeline Group SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 3,754 $4.96M 2.54% +12 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,750 $4.95M 1.73% -27 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,737 $4.94M 0.28% -5 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3,696 $4.88M 2.39% +2,016 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,604 $4.76M 0.06% +21 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,577 $4.73M 0.15% +410 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,577 $4.72M 0.45% -185 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,556 $4.7M 0.74% -250 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 3,500 $4.62M 4.02% +750 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,487 $4.61M 0.03% +755 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,483 $4.6M 0.47% -1,546 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,480 $4.6M 0.08% +573 13F-HR/A Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,479 $4.6M 0.77% -377 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,429 $4.53M 0.02% +165 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,421 $4.52M 1.21% -141 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 3,420 $4.52M 1.96% -227 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,404 $4.5M 0.8% -29 13F-HR Timeline Group Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,368 $4.45M 1.96% -388 13F-HR Timeline Ravenswood Partners LP More: the full row for Ravenswood Partners LP 3,349 $4.42M 1.63% -1 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,345 $4.42M 1.48% -45 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,332 $4.4M 0.17% +1,123 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,325 $4.39M 0.05% -243 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,320 $4.39M 0.2% +239 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3,297 $4.35M 0.28% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,296 $4.35M 0.91% -2,193 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,296 $4.35M 0.19% -40 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 3,282 $4.33M 0.08% +199 13F-HR Timeline Stephens Investment Management Group LLC group of 2 filers holding More: the full row for Stephens Investment Management Group LLC 3,256 $4.3M -140 Timeline Columbia Bank More: the full row for Columbia Bank 3,249 $4.29M 1.22% -225 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,240 $4.28M 0.01% -629 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 3,234 $4.27M 0.01% -3,292 13F-HR/A Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 3,226 $4.26M 0.05% +296 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,202 $4.23M 1.92% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,201 $4.23M 0.01% +2,166 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,190 $4.21M 0.09% +993 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. 3,182 $4.2M 0.1% +1,832 13F-HR/A Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,162 $4.18M 0.87% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,158 $4.17M 0.2% -70 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,144 $4.15M 0.23% -11 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,138 $4.14M 0.28% -77 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,132 $4.14M 0.2% -509 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,029 $4.12M 0.07% +2 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 3,103 $4.1M 0.89% +281 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,102 $4.1M 2.53% -15 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,091 $4.08M 0.05% +114 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,104 $4.07M 0.01% +186 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,072 $4.06M 0.04% +278 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,071 $4.06M 0.35% +2,829 13F-HR Timeline Group CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 3,058 $4.04M 1.31% +8 13F-HR Timeline BANK OF NOVA SCOTIA group of 2 filers holding More: the full row for BANK OF NOVA SCOTIA 3,046 $4.03M -646 Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,047 $4.02M 0.29% +8 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,036 $4.01M 0.99% -363 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,024 $3.99M 0.11% +487 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,176 $3.98M 0.14% +190 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 3,000 $3.96M 0.59% 0 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 2,999 $3.96M 1.71% -3 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,989 $3.95M 0.21% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,980 $3.94M 0.41% +124 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,950 $3.9M 0.04% -139 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 2,949 $3.9M 2.29% 0 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 2,946 $3.89M 0.28% +1,068 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 2,938 $3.88M 1.59% +1 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,930 $3.87M 2.07% -364 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,918 $3.85M 0.16% +28 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,911 $3.84M 0.55% -19 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 2,907 $3.84M 0.7% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,856 $3.77M 0.07% +834 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,852 $3.77M +150 Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,831 $3.74M 0.04% -1,181 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,812 $3.71M 0.11% 0 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,810 $3.71M 0.84% -30 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,570 $3.7M 0.29% +57 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,791 $3.69M 0.17% -93 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 2,961 $3.68M 0.36% +13 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,780 $3.67M 0.07% -476 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,777 $3.67M 0.36% -200 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 2,772 $3.66M 2.35% 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 2,765 $3.65M 3.6% -288 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,753 $3.64M 2.22% +7 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,743 $3.62M 0.94% -32 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,732 $3.61M 0.09% +103 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,713 $3.58M 0.07% +624 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,700 $3.57M 0.74% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,699 $3.56M 0.66% +101 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,694 $3.56M 0.04% -529 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 2,686 $3.55M 3.14% 0 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 2,685 $3.55M 0.01% +327 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,384 $3.53M 0.21% -1,305 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 2,662 $3.52M 0.68% +330 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,650 $3.5M 0.07% +1,173 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 2,644 $3.49M +17 Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,642 $3.49M 0.45% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,634 $3.48M 0.14% +541 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,602 $3.44M 0.27% +93 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,600 $3.43M 0.28% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,587 $3.42M 0.11% -377 13F-HR Timeline Group Artisan Partners Limited Partnership More: the full row for Artisan Partners Limited Partnership 2,573 $3.4M 0.01% -1,150 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,558 $3.38M 0.13% new 13F-HR Timeline Group Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,554 $3.37M 1.98% -10 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,539 $3.35M 0.03% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Karras Company, Inc. More: the full row for Karras Company, Inc. 2,515 $3.32M 3.37% -87 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,513 $3.32M 0.57% +60 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,507 $3.31M 0.32% -685 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,504 $3.31M 0.08% -34 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,476 $3.27M 0.11% -28 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,475 $3.27M 0.66% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,468 $3.26M +961 Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,461 $3.25M 0 Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,460 $3.25M 0.81% -315 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,446 $3.23M 0.55% -30 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,445 $3.23M 0.02% +360 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,442 $3.22M 0.19% +25 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,439 $3.22M 0.68% +134 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,432 $3.21M 0.08% -1,117 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,450 $3.2M 0.09% -3,820 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,422 $3.19M 0.1% -2,103 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,408 $3.18M 0.03% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,400 $3.17M 0.08% -375 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,399 $3.17M 0.03% +6 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,386 $3.15M 0.29% -8 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,384 $3.15M 1.75% +59 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,383 $3.15M 0.24% +20 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,381 $3.15M 0.18% +8 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,374 $3.14M 0.09% -321 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 2,350 $3.1M 3.67% -690 13F-HR/A Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,343 $3.09M 0.32% +54 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,336 $3.09M 0.25% +58 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,332 $3.08M 0.12% -401 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,322 $3.07M 0.05% +60 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,320 $3.06M 0.04% +874 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,003 $3.05M 0.09% -633 13F-HR Timeline MAR VISTA INVESTMENT PARTNERS LLC More: the full row for MAR VISTA INVESTMENT PARTNERS LLC 2,304 $3.04M 0.3% -1,343 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,844 $3.04M 0.47% -52 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,300 $3.04M 0.11% +819 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,300 $3.04M 0.1% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,285 $3.02M 0.11% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,282 $3.01M 0.73% -308 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,274 $3M 1.1% -775 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,273 $3M 0.09% +712 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,271 $3M 1.09% +171 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,271 $3M 0.9% -49 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,270 $3M 0.06% +284 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 2,383 $2.99M 1.98% -117 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,256 $2.98M 0.34% +2 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,253 $2.98M 0.82% -106 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,232 $2.95M 0.05% +7 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,216 $2.93M 0.16% +197 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 2,197 $2.9M 1.15% +192 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,176 $2.87M 0.02% -21 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,164 $2.86M -85 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,158 $2.85M 0.02% +41 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,154 $2.85M 0.02% +91 13F-HR Timeline Group Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 2,150 $2.84M 1.72% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,081 $2.83M 0.5% +494 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,142 $2.83M 1.3% +1,720 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,140 $2.83M 0.38% -225 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,130 $2.81M 0.86% -130 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,128 $2.81M 0.15% +752 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,111 $2.79M 1.06% +50 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,108 $2.78M 0.65% -4 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,993 $2.78M 0.18% -936 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,099 $2.77M 0.03% -233 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,092 $2.76M 0.34% +68 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,087 $2.76M 0.26% -917 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 2,082 $2.75M 2.34% -247 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,078 $2.74M 0.26% +175 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,073 $2.74M 0.03% +837 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,070 $2.73M 0.06% -222 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,070 $2.73M 0.72% -2,360 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 2,070 $2.73M 0.01% -20,603 13F-HR/A Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,056 $2.72M 0.08% -14,667 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,049 $2.71M 0.14% +512 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,037 $2.69M 0.05% +82 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,032 $2.68M 0.34% -10 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,023 $2.67M 0.21% +4 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,018 $2.67M 0.67% +998 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,012 $2.66M 1.1% +1,744 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,982 $2.65M 0.14% +1,085 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,000 $2.64M 0.49% new 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,999 $2.64M 1.92% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,997 $2.64M 0.26% +326 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,996 $2.64M 0.09% +21 13F-HR Timeline Group