Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 38,565 $1.26M 0.03% -80 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 37,748 $1.24M 0.03% +7,268 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 37,551 $1.23M 0.64% -15,841 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 37,355 $1.22M 0.11% -1 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 36,792 $1.21M 0.02% +410 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 36,361 $1.19M 0.36% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 36,189 $1.19M 0.02% +5,416 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 36,112 $1.18M 0.77% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 35,880 $1.18M 0.29% -1,424 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 35,675 $1.17M 0.23% +2,982 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 35,312 $1.16M 0.04% +8,719 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 34,233 $1.12M 0.28% +9 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 34,073 $1.12M <0.01% -74,580 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,681 $1.1M 0.02% +23,357 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 33,590 $1.1M 0.49% -2,359 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 33,160 $1.09M 0.96% +750 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,113 $1.09M <0.01% +14,019 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 33,050 $1.08M 0.36% -1,300 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 32,602 $1.07M 0.05% +1,785 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,074 $1.05M 0.01% +5,230 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 31,958 $1.05M <0.01% +2,162 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 31,428 $1.03M 0.13% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 31,420 $1.03M 0.46% -1,250 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31,241 $1.02M 0.03% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 30,994 $1.02M 0.37% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 30,923 $1.01M 0.6% +3,114 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 30,910 $1.01M 0.01% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 30,647 $1.01M 0.14% +2,074 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 30,484 $999K 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 30,433 $997K 0.01% +16,153 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 30,277 $992K 0.62% +1,455 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 30,220 $990K <0.01% +692 13F-HR Timeline Group EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 30,000 $983K 0.07% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 29,896 $980K 0.01% -2,894 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,811 $977K 0.02% +3,634 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 29,585 $970K 0.28% -14,029 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 29,046 $952K 0.26% -4,388 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 28,500 $934K 0.32% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,444 $932K 0.04% +5,161 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 27,544 $903K 0.17% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 27,500 $901K 0.62% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 27,300 $895K 0.01% -27,000 13F-HR/A Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 26,898 $881K 0.13% -27 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 26,612 $872K 0.47% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 26,285 $861K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 26,085 $855K 0.15% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 25,886 $848K 0.53% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 25,762 $844K 0.01% -440 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 25,544 $837K 0.12% -2,605 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 25,402 $832K 0.02% +7,258 13F-HR Timeline HHLR ADVISORS, LTD. in group HHLR ADVISORS, LTD. More: the full row for HHLR ADVISORS, LTD. 25,400 $832K 0.02% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 25,215 $826K 0.04% +657 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 24,800 $813K 1.58% -2,200 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 24,747 $811K 0.37% -1,770 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 24,725 $810K 0.21% -8,325 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,722 $810K <0.01% +1,510 13F-HR/A Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 24,361 $798K 0.1% +6,348 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 24,296 $796K 0.03% +6,328 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 24,222 $794K 0.07% -507 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 23,899 $783K <0.01% new 13F-HR/A Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 23,793 $780K 0.05% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 23,624 $776K 0.11% -634 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 23,642 $775K 0.11% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 23,607 $774K 0.03% +142 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,164 $759K 0.01% +9,209 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,681 $750K -5,390 Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 22,814 $748K 0.33% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 22,619 $741K 0.01% +8 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 22,558 $739K 0.22% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 22,162 $726K 0.17% +1,600 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 22,010 $721K +7,495 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 21,936 $719K 0.02% +213 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 21,790 $715K 0.05% +265 13F-HR Timeline 111 Capital More: the full row for 111 Capital 21,597 $709K 0.13% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,188 $701K 0.04% -2,161 13F-HR/A Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 21,360 $700K 0.63% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 21,313 $698K 0.25% +2,266 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 20,616 $695K 0.42% new 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 20,429 $669K 0.15% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 20,054 $657K 0.16% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 20,024 $656K 0.49% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 19,975 $655K 0.06% +4,553 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,888 $652K <0.01% new 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 19,800 $648K 0.18% +1,000 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 19,734 $647K 0.15% -7,370 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,571 $641K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 19,266 $631K 0.13% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 18,837 $617K 0.05% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,821 $617K 0.02% +15,546 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,812 $616K 0.04% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,719 $613K <0.01% new 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 18,585 $609K 0.11% -16,966 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 18,500 $608K 0.03% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,424 $604K 0.01% -2,610 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 18,157 $595K 0.13% +104 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,118 $594K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 18,100 $593K 0.19% +17,200 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 17,997 $590K 0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 17,700 $587K 0.01% -8,300 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,881 $586K 0.02% -178 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 17,600 $577K 0.14% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,485 $573K 0.02% -3,220 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,417 $571K 0.06% -4,259 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 17,304 $567K 0.06% -14,462 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 17,300 $567K 0.26% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,282 $566K 0.01% -1,364 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,238 $565K <0.01% -126 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 17,200 $564K 0.71% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 17,171 $563K <0.01% +264 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 17,000 $557K 0.16% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 16,615 $546K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,485 $540K 0.01% +306 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 16,400 $537K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,371 $536K <0.01% -437 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,937 $522K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 15,930 $522K <0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 15,728 $515K 0.04% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,721 $515K 0.06% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,236 $499K 0.01% -3,016 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,185 $498K 0.02% +2,057 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 15,179 $497K <0.01% -26 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,088 $494K 0.04% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 15,058 $493K 0.04% -1,415 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,037 $493K 0.02% +2,010 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,802 $485K 0.11% -5,572 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 14,731 $483K 0.18% -1,600 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 14,516 $476K 0.01% -4,443 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,514 $476K 0.02% +404 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 14,509 $475K 0.18% -556 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 14,472 $474K 0.13% +1,138 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 14,409 $473K 0.16% +71 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,439 $473K 0.01% -13,748 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,424 $473K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,419 $473K <0.01% -8,019 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,399 $472K 0.01% -12,539 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 14,380 $471K 0.01% -129,241 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 14,330 $470K 0.01% 0 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 14,035 $468K 0.02% -9,315 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,267 $468K 0.02% +1,515 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 14,231 $466K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,826 $453K 0.01% +982 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 13,650 $447K 0.19% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,550 $444K 0.03% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,309 $436K 0.03% -3,443 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,240 $434K 0.13% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 13,169 $432K 0.02% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 13,120 $430K 0.08% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,861 $421K 0.02% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 12,710 $418K 0.02% -8,700 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 12,709 $417K 0.02% +400 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,708 $417K 0.01% -3,165 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 12,650 $415K 0.07% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 12,256 $403K 0.05% -3,056 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,310 $403K 0.01% -225,516 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,289 $403K 0.02% new 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 12,275 $402K 0.32% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,273 $402K 0.13% -350 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,228 $401K 0.04% -1,854 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,222 $401K <0.01% -1,500 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 12,037 $394K 0.12% -2,880 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 12,000 $393K 0.21% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,976 $392K 0.01% +1,233 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 11,833 $388K 0.07% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,500 $388K 0.13% -10,000 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 11,806 $386K 0.1% -37 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,394 $373K 0.01% +10 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,128 $365K 0.02% +15 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,089 $363K 0.03% new 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 10,914 $358K 0.06% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,849 $356K 0.01% +1,152 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,832 $355K 0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,787 $354K 0.06% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,694 $350K 0.01% -106 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,629 $348K 0.03% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 10,526 $345K <0.01% -74 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,514 $345K 0.07% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,495 $344K 0.02% -150 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,474 $343K 0.02% -3,477 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 10,366 $340K 0.08% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 10,295 $338K 0.01% -337 13F-HR Timeline Group GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 10,250 $336K 0.29% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,205 $335K 0.07% +8,080 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 10,202 $334K 0.03% new 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 10,200 $334K 0.01% new 13F-HR/A Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,131 $332K 0.04% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 10,108 $331K 0.01% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 10,000 $328K 0.08% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,963 $327K 0.03% -1,780 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 9,950 $326K 0.01% +400 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 9,849 $324K <0.01% +2,000 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,850 $323K 0.07% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 9,524 $312K 0.36% -794 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,517 $312K 0.03% -1,025 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,488 $311K 0.05% new 13F-HR Timeline Avantax Planning Partners, Inc. 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