Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 43,700 $1.91M 0.02% +26,000 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 43,454 $1.89M 0.16% +254 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 42,053 $1.83M 0.01% +1,856 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 55,760 $1.83M 0.01% -300 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 41,890 $1.82M 0.03% -6,703 13F-HR/A Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 41,820 $1.82M 1.26% -1,075 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 41,497 $1.81M 0.03% +507 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 41,079 $1.79M 0.03% +4,890 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 41,050 $1.79M 0.59% +8,000 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 40,921 $1.78M 0.56% +28,884 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,648 $1.77M 0.01% -618 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 51,825 $1.76M 0.38% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 40,334 $1.76M 0.06% +5,022 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 40,293 $1.75M 0.59% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 40,221 $1.75M 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,659 $1.73M 0.02% +5,978 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 39,240 $1.71M 0.26% +20,655 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 38,124 $1.66M 0.02% -440 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 38,096 $1.66M 0.01% +4,023 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,035 $1.66M 0.02% -2,448 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 37,787 $1.65M 0.51% -7,050 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 37,698 $1.64M 0.03% +12,296 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 37,684 $1.64M 0.03% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,426 $1.63M 0.01% -11,609 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 37,167 $1.62M 0.12% -12,552 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 36,995 $1.61M 0.98% -8,144 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 36,798 $1.6M 0.03% -7,161 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 36,361 $1.58M 0.45% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 36,186 $1.58M <0.01% +5,966 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 36,112 $1.57M 0.96% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 36,264 $1.56M 0.13% +23,354 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 35,000 $1.52M 0.4% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 34,904 $1.52M 0.16% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 34,292 $1.49M 0.37% +6,792 13F-HR/A Timeline Thompson David Blair More: the full row for Thompson David Blair 34,146 $1.49M 0.85% 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 33,742 $1.47M 0.07% -11,539 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 33,677 $1.47M 0.65% +87 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 33,672 $1.47M 0.21% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 29,791 $1.47M +7,110 Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 33,456 $1.46M 0.7% -4,095 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 33,400 $1.45M 0.26% +32,600 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 33,385 $1.45M 1.18% +225 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,048 $1.44M 0.01% +974 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 33,039 $1.44M 0.32% -1,194 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 32,759 $1.43M 0.19% +2,112 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 32,359 $1.41M 0.37% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 31,882 $1.39M <0.01% -11,859 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 31,703 $1.38M 0.34% -4,177 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 31,215 $1.36M 0.58% -205 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,212 $1.36M 0.01% +302 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31,009 $1.35M 0.04% -232 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 30,671 $1.34M 0.01% -18,108 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 30,277 $1.32M 0.81% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 30,220 $1.32M 0.2% -9,897 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 30,199 $1.32M 1.03% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 30,139 $1.31M 0.07% -16,319 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 30,032 $1.31M 0.01% -401 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 29,979 $1.31M 0.01% +83 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 29,976 $1.3M 0.11% +11,139 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 29,495 $1.28M 0.28% -90 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 29,919 $1.28M 0.03% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,215 $1.27M <0.01% -2,743 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 28,695 $1.25M <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 28,762 $1.25M 0.05% +14,495 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 28,500 $1.24M 0.42% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,453 $1.24M <0.01% -4,660 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 28,200 $1.23M 0.05% +25,491 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,619 $1.2M 0.01% +2,897 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 27,507 $1.2M 0.16% +1,963 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 27,300 $1.19M 0.01% 0 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 26,898 $1.17M 0.18% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 26,312 $1.15M 0.61% -300 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 26,296 $1.15M 0.02% -10,496 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 26,285 $1.14M 0.05% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 26,032 $1.13M 0.21% -1,512 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 26,024 $1.13M 0.21% -9,651 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,786 $1.12M 0.04% -2,658 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 25,773 $1.12M 0.37% +4,460 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 25,762 $1.12M 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 25,570 $1.11M 0.06% +355 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 25,546 $1.11M 0.18% -539 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 25,530 $1.11M 0.11% -53,400 13F-HR Timeline HHLR ADVISORS, LTD. in group HHLR ADVISORS, LTD. More: the full row for HHLR ADVISORS, LTD. 25,400 $1.11M 0.04% 0 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 25,209 $1.1M 0.05% +12,500 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,145 $1.1M +3,135 Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 24,780 $1.08M 0.29% -4,266 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 42,240 $1.08M 0.03% +12,429 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 24,705 $1.08M 0.09% -12,650 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 24,401 $1.06M 0.47% -346 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 24,222 $1.05M 0.09% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 24,160 $1.05M 0.12% -201 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 23,897 $1.04M 0.02% -14,668 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 23,733 $1.03M 0.06% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 23,624 $1.03M 0.15% 0 13F-HR Timeline Group Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 23,259 $1.03M 0.4% -29,099 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 23,221 $1.01M 0.03% -1,075 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 23,114 $1.01M 0.4% +300 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 22,659 $987K 0.55% -8,264 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 22,314 $972K 0.01% -305 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,800 $949K 0.01% +7,381 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 21,360 $930K 0.82% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,424 $921K 0.01% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 20,934 $912K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,449 $891K <0.01% +5,270 13F-HR Timeline Group HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 20,429 $890K 0.21% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 20,365 $887K 0.08% +20,065 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 19,975 $870K 0.06% 0 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 19,827 $863K 0.3% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 19,800 $862K 0.23% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 19,690 $859K 0.06% -2,100 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 19,662 $856K 0.19% -2,500 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 17,779 $850K 0.21% -1,955 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 19,199 $836K 0.44% -1,417 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 18,619 $811K 0.01% +622 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 18,500 $807K 0.06% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,454 $804K 0.02% -150,611 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 18,324 $798K 0.48% -7,562 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,105 $788K <0.01% -1,783 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,101 $788K 0.03% +2,916 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 18,100 $788K 0.25% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 17,898 $779K 0.07% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,847 $777K 0.02% -34 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,604 $767K 0.02% -1,217 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 17,600 $766K 0.18% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,598 $766K <0.01% +360 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,596 $766K <0.01% 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 17,486 $762K 0.5% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,485 $761K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 17,472 $761K 0.08% +168 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,329 $755K 0.01% +12,873 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 17,300 $753K 0.33% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 17,264 $752K 0.18% +17,169 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,262 $752K <0.01% +891 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 17,171 $748K 0.01% -65,437 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 16,801 $743K 0.01% -2,770 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,051 $743K 0.07% -366 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 17,000 $740K 0.22% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,935 $738K <0.01% +998 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 16,896 $736K 0.42% +9,985 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 16,801 $732K <0.01% -84,486 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,683 $727K 0.02% +2,169 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,646 $725K 0.01% -2,073 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 16,559 $722K 0.01% +6,710 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 16,583 $722K 0.24% -14,411 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 16,400 $714K 0.1% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 16,246 $708K 0.52% -3,778 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,203 $706K 0.01% new 13F-HR Timeline Group CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 16,130 $702K 0.39% 13F-HR Timeline BANK OZK More: the full row for BANK OZK 15,881 $692K 0.24% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 15,859 $691K 0.83% -32,188 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 15,824 $689K 0.05% +96 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 15,797 $688K 0.16% -2,360 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 15,637 $682K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,291 $682K 0.04% -6,897 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,618 $680K 0.01% -2,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,611 $680K 0.08% -110 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,526 $676K 0.05% +1,102 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 15,520 $676K 0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 15,510 $675K 0.32% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 15,094 $657K 0.06% +36 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,889 $648K 0.03% -3,923 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,888 $648K 0.05% -200 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 14,837 $646K 0.15% -42,566 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,792 $644K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,691 $640K 0.02% +865 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 14,662 $639K 0.25% +153 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 14,631 $637K 0.23% -100 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,604 $636K 0.12% -4,662 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 14,330 $624K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 14,322 $624K 0.16% -150 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 10,351 $619K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,176 $617K 0.02% -263 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 14,035 $611K 0.03% 0 13F-HR Timeline Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 13,894 $605K 0.03% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 13,833 $602K 0.13% -969 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,744 $599K 0.01% -1,492 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 13,650 $594K 0.25% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 13,646 $594K 0.12% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 13,642 $594K 0.1% +522 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,550 $590K 0.03% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,309 $580K 0.03% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,240 $577K 0.17% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 13,000 $566K 0.15% -11,725 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 12,710 $554K 0.03% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,497 $544K 0.02% -364 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,433 $541K 0.01% -4,849 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,349 $538K 0.03% +121 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,223 $532K 0.17% -50 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,222 $532K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 12,225 $532K 0.01% +2,275 13F-HR/A Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 12,050 $525K 0.47% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,037 $524K 0.03% -252 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 12,000 $523K 0.05% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 12,000 $523K 0.3% 0 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 12,000 $523K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 12,000 $523K 0.02% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,990 $522K <0.01% +4,359 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 11,833 $515K 0.1% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 11,806 $514K 0.13% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,730 $511K 0.02% -580 13F-HR Timeline