Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,516 $2.83M 0.1% -1,031 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,446 $2.82M 0.12% +1,139 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 13,435 $2.81M 0.92% +237 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 13,426 $2.81M 0.11% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,413 $2.81M 0.17% -2,083 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 13,403 $2.81M 0.05% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 13,306 $2.79M 0.56% -715 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,305 $2.79M 0.04% +1,448 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13,263 $2.78M 0.04% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,197 $2.77M 0.19% +1,386 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 13,142 $2.75M 0.49% +275 13F-HR Timeline Group Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 13,090 $2.74M 1.43% +643 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,028 $2.73M 0.07% +231 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 13,023 $2.73M 0.94% +287 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,696 $2.72M +381 Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 12,975 $2.72M 1.22% -880 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,911 $2.71M 0.04% new 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12,906 $2.7M 0.88% -62 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12,851 $2.69M 0.61% -521 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 12,843 $2.69M 0.53% 13F-HR Timeline Group Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 12,829 $2.69M 2.26% +149 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 12,700 $2.66M 0.09% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,654 $2.65M 0.11% +5,297 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,652 $2.65M 0.23% +4,137 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,624 $2.65M 0.05% +2,264 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,592 $2.64M 0.05% -1,134 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 12,543 $2.63M 1.13% +954 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,519 $2.62M 0.09% +665 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 12,224 $2.62M 0.05% +2,720 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,511 $2.62M 0.05% +1,708 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 12,434 $2.6M 0.05% +1,504 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,132 $2.6M 0.08% +630 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,412 $2.6M 0.06% +333 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 12,354 $2.59M 0.17% -3,135 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,312 $2.58M 0.31% -450 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,144 $2.54M 0.04% +5,912 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 12,122 $2.54M 2.19% +206 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 12,122 $2.54M 0.72% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 12,103 $2.54M 0.94% +11,218 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,062 $2.53M 0.06% +4,384 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 12,058 $2.53M 0.28% +419 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,041 $2.52M 0.22% +1,605 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 11,988 $2.51M 0.46% -10,890 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,971 $2.51M 0.9% -392 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,946 $2.5M 0.06% +2,415 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 11,872 $2.49M 0.46% +8,896 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,835 $2.48M 0.1% +250 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11,810 $2.47M 0.04% +996 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,785 $2.47M 0.08% +9,143 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,764 $2.46M 0.15% -307 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,684 $2.45M 0.17% -347 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,562 $2.42M 0.24% +473 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,561 $2.42M 0.35% -930 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 11,531 $2.42M 0.94% -24,416 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,366 $2.38M 0.01% +7,395 13F-HR/A Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 11,249 $2.36M 0.81% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,237 $2.35M 0.12% +3,674 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,890 $2.35M 0.07% -6,793 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 11,194 $2.35M 0.36% -324 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,067 $2.32M 0.09% +246 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,017 $2.31M 0.4% -65 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,003 $2.31M 1.09% +340 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,951 $2.29M 0.55% -2,312 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 10,861 $2.28M 1.51% -55 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,856 $2.27M 1.26% +643 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,746 $2.25M 0.05% +684 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 10,740 $2.25M 0.43% +1,320 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 10,733 $2.25M 0.33% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,586 $2.22M 0.05% +3,421 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,457 $2.19M 0.06% -41 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 10,400 $2.18M 0.5% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,342 $2.17M 0.15% +6,771 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 10,330 $2.16M 0.45% -10 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,321 $2.16M 0.01% +2,524 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,303 $2.16M 0.34% +485 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,277 $2.15M 0.07% -181 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,256 $2.15M 0.15% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,225 $2.14M 0.8% +609 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,194 $2.14M 0.02% -139 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,158 $2.13M 0.05% -2,416 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,157 $2.13M 0.16% -155 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,077 $2.11M 0.02% -139,923 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,068 $2.11M 0.14% +188 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,056 $2.11M 0.51% +379 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,046 $2.1M 0.07% +341 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,038 $2.1M 0.07% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,028 $2.1M 0.19% +4,545 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 10,020 $2.1M 0.48% +1,782 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,865 $2.1M 0.4% +5,422 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 10,009 $2.1M 0.49% -55 13F-HR Timeline WT Asset Management Ltd More: the full row for WT Asset Management Ltd 10,000 $2.1M 0.15% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,989 $2.09M 0.2% -5,063 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 9,986 $2.09M 1.46% +1,769 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,544 $2.09M 0.06% -652 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,956 $2.09M 0.05% +1,216 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,929 $2.08M 0.24% +747 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,917 $2.08M 0.49% +370 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,879 $2.07M 0.14% -1,735 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,848 $2.06M 0.13% +3,997 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 9,842 $2.06M 0.03% +134 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 9,828 $2.06M 1.06% +1,029 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,813 $2.06M 0.05% +243 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 9,800 $2.05M <0.01% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,776 $2.05M -319 Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 9,776 $2.05M 1.53% -50 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 9,774 $2.05M 0.77% -283 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,742 $2.04M 0.41% -115 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,699 $2.03M 0.07% +1,240 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 9,690 $2.03M 0.16% -33,769 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 9,680 $2.03M 0.31% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 9,659 $2.02M 0.73% +767 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,620 $2.02M 0.26% -459 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,619 $2.02M 0.2% -6 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,528 $2M 0.17% -534 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,452 $1.98M 0.05% -10,621 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,441 $1.98M 0.23% +2,451 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,367 $1.96M 0.62% -223 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,364 $1.96M -547 Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,312 $1.95M 1.14% +434 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 9,231 $1.93M 1.17% -6,276 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,172 $1.92M 0.14% +572 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 9,162 $1.92M 1.17% -340 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,072 $1.9M 0.08% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,040 $1.89M 0.07% -31 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,030 $1.89M 1.41% +78 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 9,006 $1.89M 0.31% +7,541 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 9,000 $1.89M 0.02% +4,000 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,984 $1.88M 0.06% +1,150 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,974 $1.88M 0.12% -49 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,970 $1.88M 0.04% +2,459 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,923 $1.87M 0.14% +3,177 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,918 $1.87M 0.86% +96 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,880 $1.86M 0.08% -13 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 8,842 $1.85M 1.27% -10 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,816 $1.85M 0.12% -1,482 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 8,800 $1.84M 0.97% +175 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,757 $1.83M 0.36% -79 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,746 $1.83M 0.23% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,740 $1.83M 0.55% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gifford Fong Associates More: the full row for Gifford Fong Associates 8,735 $1.83M 0.42% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,715 $1.83M 0.02% +390 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,667 $1.82M 0.25% -1,163 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,637 $1.81M 0.24% +7,206 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,609 $1.8M 0.43% -778 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 8,589 $1.8M 1.6% +84 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,584 $1.8M 0.88% +300 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 8,550 $1.79M 0.33% -170,889 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,480 $1.78M 0.59% -300 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,474 $1.78M 0.01% +172 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,453 $1.77M 0.07% -34,748 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,429 $1.77M 0.02% -125 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 8,400 $1.76M 1.28% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 8,365 $1.75M 0.47% +215 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,362 $1.75M 0.1% +712 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,328 $1.75M 0.12% -989 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 8,139 $1.75M 6.83% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 8,333 $1.75M 0.17% +1,018 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,328 $1.74M 0.05% +1,673 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,322 $1.74M 0.38% +213 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8,115 $1.74M 0.71% +20 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,300 $1.74M 0.87% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,293 $1.74M 0.08% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,279 $1.73M 0.09% +1,222 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,272 $1.73M 0.01% new 13F-HR/A Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,260 $1.73M 0.27% +140 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 8,241 $1.73M 0.43% -1,618 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,233 $1.73M 0.06% -17 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,229 $1.72M 0.41% +1,974 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,726 $1.72M 0.81% +19 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,191 $1.72M 0.1% +9 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,148 $1.71M 0.01% +2,524 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,143 $1.71M 0.04% -1,021 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,144 $1.71M 0.27% +2,973 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,139 $1.71M 0.2% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,128 $1.7M 0.42% +372 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,103 $1.7M 1.26% +3 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,063 $1.69M 0.11% +1,302 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 8,064 $1.69M 0.02% +241 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,007 $1.68M 1.66% +265 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 8,000 $1.68M 4.68% -3,000 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,996 $1.68M 0.14% +136 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,986 $1.67M 0.07% +2,798 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,961 $1.67M 0.16% -113,827 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,935 $1.66M 0.02% +523 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,328 $1.66M 0.13% +401 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,897 $1.65M 0.04% -1,450 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,874 $1.65M 0.1% -1,121 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,872 $1.65M 0.02% +21 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 7,301 $1.64M 0.41% +68 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,840 $1.64M 0.06% +1,743 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,819 $1.64M 0.2% +177 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 7,786 $1.63M 0.04% +691 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,774 $1.63M 0.07% +4,002 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,765 $1.63M 0.04% +1,675 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,760 $1.63M <0.01% +5,586 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,718 $1.62M 0.11% -165 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,717 $1.62M 0.05% -747 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 7,706 $1.61M 0.29% -1,351 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,669 $1.61M 0.29% +2,106 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,577 $1.59M 0.61% -643 13F-HR Timeline