Clayton Partners LLC More: the full row for Clayton Partners LLC 23,212 $4.4M 2.89% +68 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 22,836 $4.33M 0.27% -34 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 22,766 $4.32M 0.05% new 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 22,759 $4.26M 0.08% +2,703 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 22,135 $4.2M 0.03% +7,007 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21,789 $4.13M 0.01% +7,373 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 21,644 $4.1M +18,986 Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 21,552 $4.09M 2.27% -34 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 24,010 $4.07M +9,521 Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 21,310 $4.04M 0.05% -126 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 20,986 $3.98M 0.03% -1,708 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 20,928 $3.97M 0.05% -3,063 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,940 $3.95M 0.04% -1,309 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 20,000 $3.94M 3% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,571 $3.9M 0.02% -2,088 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 20,498 $3.89M 0.39% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 20,406 $3.87M 0.46% +1,401 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,324 $3.85M 0.02% +39 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,123 $3.82M 0.06% -2,802 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,071 $3.81M 0.05% -183 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 20,152 $3.77M 0.05% +13,402 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,651 $3.73M 0.06% -1,882 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,747 $3.71M 0.05% -372 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 19,365 $3.65M 0.02% -120,033 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 19,136 $3.63M 1.1% +25 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 18,998 $3.6M 0.45% new 13F-HR Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 18,998 $3.6M 0.64% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,885 $3.58M 0.11% -2,176 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 18,854 $3.58M 0.04% +18 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 18,550 $3.52M 0.13% +1,591 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 18,621 $3.51M 0.03% -7,425 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,143 $3.44M 0.2% -2,385 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 17,823 $3.38M 0.76% -1,662 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 17,577 $3.33M 1.28% -12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,511 $3.32M 0.03% +3,408 13F-HR Timeline BANK OZK More: the full row for BANK OZK 17,099 $3.24M 0.96% +645 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 16,731 $3.17M 0.51% 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 16,631 $3.15M 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,531 $3.13M 0.01% +3,671 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,476 $3.12M 0.02% -511 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,641 $3.12M 0.12% +10,887 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 16,428 $3.12M 0.33% -125 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 16,205 $3.07M 0.38% -1,859 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 16,099 $3.05M 1.49% -908 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 16,095 $3.05M 2.11% +600 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,055 $3.04M 0.01% +1,495 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 15,893 $3.01M 1.17% +12,595 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 15,923 $2.99M 0.29% -11 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 15,503 $2.98M 0.11% +1,264 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 15,650 $2.97M 0.02% -3,450 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 15,592 $2.94M 0.66% +2,513 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,469 $2.93M 0.15% -468 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 15,425 $2.92M 0.02% -5,000 13F-HR Timeline Group DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 15,165 $2.88M 0.35% 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 15,186 $2.88M 0.08% +897 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,188 $2.84M 0.13% -613 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,917 $2.83M 0.07% -3,653 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 200 $2.82M 1.02% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 14,790 $2.8M 0.35% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 14,562 $2.76M 0.05% +1,185 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,538 $2.76M 0.01% +510 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 14,483 $2.75M 0.24% -3,959 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,219 $2.7M 0.03% 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 14,191 $2.69M +2,630 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,174 $2.69M 0.1% -576 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,967 $2.65M 0.26% -372 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,830 $2.59M 0.12% -1,498 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 13,600 $2.58M 0.02% -501 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 13,514 $2.56M 0.2% +2,535 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 13,360 $2.53M 0.56% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 13,247 $2.51M 0.22% -62 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 13,245 $2.51M 1.92% +211 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13,217 $2.51M 0.28% -278 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13,330 $2.49M 0.02% +2,112 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,117 $2.49M 0.28% -21 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,024 $2.47M 0.03% +1,091 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 12,975 $2.46M 0.02% +2,620 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,045 $2.44M 0.36% +103 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,770 $2.42M 0.02% -327 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,714 $2.41M 0.12% -3,069 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 12,704 $2.41M 0.02% new 13F-HR/A Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 12,669 $2.4M 2% new 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 12,616 $2.39M 1.23% -218 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,478 $2.37M 0.02% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,476 $2.37M 0.35% -78 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,475 $2.37M 0.13% -169 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,112 $2.3M 0.04% +169 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,068 $2.29M 0.1% +110 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,897 $2.26M 0.05% +17 13F-HR Timeline Exome Asset Management LLC More: the full row for Exome Asset Management LLC 12,045 $2.25M 1.39% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,882 $2.25M 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,759 $2.23M 0.04% -12 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,737 $2.23M 0.05% new 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 11,623 $2.2M 2% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,579 $2.2M 0.11% +9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,574 $2.19M 0.1% -399 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 11,543 $2.19M 0.76% new 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 11,643 $2.18M 0.06% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,635 $2.18M 0.09% +51 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 11,394 $2.16M 1.83% +162 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,190 $2.12M 0.28% -3,800 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 11,245 $2.11M 0.68% +3,903 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,123 $2.11M 0.3% +606 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,000 $2.09M 0.29% +258 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 10,959 $2.08M 0.12% -50 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,955 $2.08M -1,377 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 10,931 $2.07M 0.01% +1,112 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,930 $2.07M 0.04% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,885 $2.06M 0.62% -5,693 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 10,712 $2.03M 1.18% +1,550 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 10,654 $2.02M <0.01% -96 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,283 $2.02M 0.03% -3,496 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 10,619 $2.01M 0.93% -628 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,605 $2.01M 0.03% +1,428 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,599 $2.01M 0.19% -5,710 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,593 $2.01M 0.01% -2,076 13F-HR/A Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 10,586 $2.01M 0.16% -332 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,439 $1.99M 0.06% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 10,427 $1.98M 0.15% +389 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 10,398 $1.97M 0.05% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 10,398 $1.97M 0.6% -55 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,395 $1.97M 0.02% -1,209 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,388 $1.97M <0.01% +8 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,334 $1.96M <0.01% -8,750 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,283 $1.95M 0.09% +3,282 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,147 $1.92M 0.18% +366 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,161 $1.92M 0.02% +5,778 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 10,077 $1.91M 0.4% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,014 $1.9M 0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,945 $1.89M 0.03% +1,115 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,817 $1.85M 0.04% +1,316 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 9,687 $1.84M 1.77% -1,868 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 9,674 $1.83M 0.42% +253 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,648 $1.82M 0.12% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,609 $1.82M 0.02% -1,265 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,415 $1.78M 0.01% +2,211 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,355 $1.77M 0.58% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,308 $1.76M 0.02% -202 13F-HR Timeline TLWM More: the full row for TLWM 9,279 $1.76M 0.29% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,155 $1.74M 0.03% +1,285 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 9,120 $1.73M 1.46% +298 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,057 $1.72M 0.05% -116 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 9,055 $1.72M 0.06% +420 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,968 $1.7M 0.01% +699 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 8,964 $1.7M 0.2% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,922 $1.69M 0.02% +6,886 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,906 $1.69M 0.06% +813 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 8,972 $1.67M 0.47% +2,321 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,766 $1.66M 0.04% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,701 $1.65M 0.03% +377 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,660 $1.64M 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,616 $1.63M 0.03% -1,459 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,592 $1.61M 0.02% +4,962 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,454 $1.6M 0.13% +1,836 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,421 $1.6M 0.09% +1,168 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 8,340 $1.58M 0.46% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,294 $1.57M 0.05% +999 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,277 $1.57M 0.13% -478 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 9,226 $1.57M 0.5% +155 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,091 $1.53M 0.01% -370 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,087 $1.53M 0.27% -20 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,010 $1.52M 0.05% -246 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,006 $1.52M 0.4% +173 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,997 $1.52M 0.02% -721 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,929 $1.5M 0.26% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,792 $1.47M +54 Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 7,754 $1.47M 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,577 $1.44M 0.31% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,552 $1.43M 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,518 $1.43M 0.05% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,491 $1.42M 0.05% -147 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 7,484 $1.42M 0.74% +368 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,467 $1.42M 0.49% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 7,381 $1.4M 0.04% -11,954 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,369 $1.4M 0.51% +227 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,351 $1.39M 0.04% -52 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,267 $1.38M 0.04% +303 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 7,316 $1.37M 0.04% -94 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,263 $1.36M 0.12% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,176 $1.36M 0.15% +3,741 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 9,607 $1.35M 0.1% 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 7,025 $1.34M 0.04% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 7,056 $1.34M 0.5% +771 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,025 $1.33M 0.13% -294 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,016 $1.33M 0.18% +271 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 6,963 $1.32M 0.03% -790 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,926 $1.31M 0.08% -44 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,895 $1.31M 0.03% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,859 $1.3M 0.18% +20 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,841 $1.3M 0.06% new 13F-HR Timeline Moors & Cabot, Inc. 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