SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 1,250 $897K 0.04% new 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,246 $894K <0.01% -6,381 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,367 $874K 0.01% +479 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,217 $873K 0.03% -180 13F-HR Timeline Group PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 1,214 $871K 0.65% -24 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,208 $867K 0.08% +74 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,205 $865K 0.09% +230 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 1,200 $861K 0.67% -19,500 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,195 $858K 0.5% +17 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,195 $851K 0.06% +529 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,180 $847K 0.11% +592 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,177 $845K 0.04% +28 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,177 $845K 0.1% -11 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,172 $841K 0.31% +8 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,171 $840K 0.29% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,170 $840K 0.14% -88 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 1,170 $840K 0.07% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,166 $837K 0.09% +3 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,157 $830K 0.01% +45 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,153 $827K 0.5% +25 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,147 $823K 0.02% +160 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,144 $821K 0.11% +713 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,143 $820K 0.01% +324 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,143 $820K 0.01% +45 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 1,134 $814K 0.46% new 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 1,132 $812K 0.13% +455 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,128 $809K 0.01% -175 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,127 $809K 0.03% +11 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,394 $804K 0.01% +677 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,117 $802K 0.02% +54 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,116 $801K 0.55% +179 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,105 $793K 0.09% +18 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,089 $782K 0.12% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,084 $778K 0.21% -171 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,082 $776K 0.26% +95 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,078 $774K 0.02% +48 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,071 $769K 0.08% +40 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,069 $767K 0.01% +32 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,064 $764K <0.01% +22 13F-HR/A Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,061 $761K 0.06% -42 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,060 $761K 0.02% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,056 $758K 0.01% -1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,047 $752K 0.01% -47 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,037 $744K 0.03% +122 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,030 $739K 0.05% +962 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,021 $733K 0.08% 0 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,010 $725K 0.17% -32 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,009 $724K 0.05% +4 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,008 $723K 0.28% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,005 $721K 0.06% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,003 $720K 0.07% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,000 $718K 0.08% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,000 $718K 0.19% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,000 $718K 0.52% new 13F-HR/A Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,000 $718K 0.42% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 993 $713K 0.02% +432 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 990 $710K 0.05% +39 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 979 $703K 0.01% -12 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 969 $695K 0.33% +30 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 967 $694K 0.45% +121 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 960 $689K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 955 $685K 0.02% +102 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 955 $685K 0.02% -195 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 954 $685K 0.03% -218 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 934 $670K <0.01% +9 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 930 $667K 0.07% -1,550 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 890 $666K 0.02% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 927 $665K 0.02% +111 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 923 $662K 0.01% +33 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 921 $661K 0.01% +318 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 920 $660K 0.37% +47 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 918 $659K 0.05% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 911 $654K <0.01% +95 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 912 $654K 0.02% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 911 $654K 0.02% -170 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 917 $652K 0.01% +39 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 908 $652K 0.01% -30 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 909 $650K 0.02% +44 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 903 $648K 0.11% -3,100 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 892 $640K 0.02% +623 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 890 $639K 0.03% -428 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 890 $639K 0.01% +269 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 886 $636K 0.25% +10 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 872 $626K 0.06% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 871 $625K 0.01% -154 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 867 $622K 0.01% +82 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 864 $620K 0.05% +199 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 856 $614K 0.34% -3 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 855 $613K 0.06% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 852 $611K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 850 $610K 0.06% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 847 $608K 0.1% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 846 $607K 0.18% -30 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 844 $606K 0.04% +77 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 839 $602K 0.05% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 837 $601K <0.01% -14 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 836 $600K 0.02% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 832 $597K 0.1% +328 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 828 $594K 0.11% +1 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 823 $591K 0.06% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 823 $591K 0.08% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 818 $587K 0.05% new 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 817 $586K 0.25% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 815 $585K 0.14% +187 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 805 $578K 0.02% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 800 $574K 0.03% +488 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 799 $573K +218 Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 697 $571K 0.08% -22 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 795 $571K 0.04% -195 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 790 $567K 0.01% -124 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 785 $563K 0.01% -62 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 781 $560K 0.02% -49 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 780 $560K 0.1% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 779 $559K 0.11% +457 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 777 $558K 0.3% -38 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 774 $555K 0.01% -130 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 774 $555K 0.19% -383 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 772 $554K 0.09% -54 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 759 $545K 0.05% +96 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 755 $541K 0.01% +65 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 750 $538K 0.02% -33 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 750 $538K 0.11% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 747 $536K 0.01% -280 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 745 $535K 0.01% +53 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 780 $533K 0.08% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 739 $530K 0.05% +99 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 730 $524K 1.93% +120 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 729 $523K 0.07% -10 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 721 $517K 0.35% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 720 $517K 0.03% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 718 $515K +252 Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 700 $515K 0.13% +66 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 713 $512K 0.2% -64 13F-HR/A Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 710 $510K 0.15% +315 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 710 $510K 0.33% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 710 $509K 0.02% +30 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 701 $503K 0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 700 $502K 0.04% -10 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 695 $499K 0.01% +434 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 695 $499K 0.01% -38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 693 $497K 0.29% -167 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 850 $497K 0.03% -3 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 668 $492K 0.13% +19 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 679 $487K 0.04% new 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 678 $487K 0.29% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 677 $486K 0.01% 0 13F-HR Timeline Group Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 676 $485K 0.05% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 671 $482K 0.07% -1,925 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 668 $479K 0.22% +39 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 667 $479K 0.07% -333 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 661 $475K 0.02% -105 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 660 $474K 0.1% +1 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 659 $473K 0.29% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 654 $469K 0.2% -18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 645 $463K 0.01% +16 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 645 $463K 0.01% -20 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 644 $462K 0.08% -3 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 644 $462K 0.11% -6,066 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 641 $460K 0.01% +48 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 639 $459K 0.05% +144 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 631 $453K 0.01% -2 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 631 $453K 0.02% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 628 $451K 0.01% -37 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 627 $450K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 625 $449K 0.05% +150 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 620 $445K 0.01% -171 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 617 $443K 0.07% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 614 $441K 0.03% -51 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 613 $440K 0.07% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 612 $439K 0.03% -2 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 610 $437K 0.05% +91 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 601 $431K 0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 600 $431K 0.06% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 600 $431K 0.03% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 593 $426K 0.03% -20 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 594 $425K <0.01% -10,913 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 590 $423K <0.01% new 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 800 $421K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 583 $419K 0.04% +18 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 582 $418K 0.35% +2 13F-HR Timeline City State Bank More: the full row for City State Bank 580 $416K 0.12% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 562 $407K 0.01% +6 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 563 $404K <0.01% +79 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 560 $402K 0.1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 548 $393K 0.01% +12 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 541 $388K <0.01% +56 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 537 $385K 0.03% -66 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 537 $385K 0.01% +2 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 534 $383K 0.05% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 532 $382K 0.12% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 532 $382K 0.03% -4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 532 $382K 0.01% -4 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 526 $377K 0.04% -11 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 525 $377K 0.02% +53 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 524 $376K 0.17% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 839 $372K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 512 $367K 0.02% +4 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 510 $366K 0.01% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 507 $364K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 506 $363K 0.02% -36 13F-HR Timeline