Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,164 $1.22M 0.5% +228 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 7,165 $1.22M 0.64% -251 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,165 $1.22M 0.03% +1,181 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8,095 $1.22M 0.56% -786 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 7,233 $1.22M 0.36% +18 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 7,108 $1.21M <0.01% new 13F-HR Timeline Group CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 7,095 $1.21M 0.05% -182 13F-HR Timeline Group Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,078 $1.21M 1.02% +500 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,057 $1.2M 0.07% +156 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 7,053 $1.2M 0.97% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 7,013 $1.2M <0.01% +64 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,990 $1.19M 0.15% -200 13F-HR Timeline Williams Jones Wealth Management, LLC. 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More: the full row for Atlas Brown,Inc. 6,450 $1.1M 0.39% -290 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,437 $1.1M 0.09% -110 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,434 $1.1M 0.11% -60 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,422 $1.09M 0.42% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,394 $1.09M 0.03% -164 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,395 $1.09M 0.48% -1,608 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,377 $1.09M 0.02% +589 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,313 $1.08M 0.67% -450 13F-HR Timeline JONES ROAD CAPITAL MANAGEMENT, L.P. More: the full row for JONES ROAD CAPITAL MANAGEMENT, L.P. 6,300 $1.07M 0.77% +300 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,278 $1.07M 0.07% -6 13F-HR Timeline Group Zullo Investment Group, Inc. 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More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 6,025 $1.03M 0.87% 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,024 $1.03M 0.23% +24 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,993 $1.02M 0.12% +121 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,969 $1.02M 0.24% -2,500 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,930 $1.01M 0.05% +80 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 5,925 $1.01M 0.96% -198 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,344 $1.01M 0.47% +400 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 5,920 $1.01M 0.67% -102 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,898 $1.01M 0.3% -63 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 5,893 $1.01M 0.78% -550 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,870 $1M 0.02% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,851 $998K 0.07% +716 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,839 $994K -1,010 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,827 $994K 0.11% -1,031 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,825 $993K 0.31% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,796 $989K 0.03% -2,103 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,686 $985K 0.12% -1,519 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,759 $982K 0.08% +50 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 5,746 $980K 0.08% -360 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,742 $979K 0.35% -100 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,705 $973K 0.09% -272 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 5,704 $973K 0.18% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,681 $969K 0.18% -35 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,648 $963K 0.06% -747 13F-HR Timeline WULFF, HANSEN & CO. 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More: the full row for First Command Advisory Services, Inc. 5,624 $959K 0.01% -29 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,622 $959K 0.56% -80 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,615 $958K 0.01% +552 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,609 $957K 0.59% +25 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,563 $949K 0.19% +77 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,558 $948K 0.08% +1,673 13F-HR/A Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,550 $947K 0.42% +3,550 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,546 $946K 0.05% +1,422 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,526 $942K 0.08% +5,520 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,513 $940K 0.02% +104 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,503 $939K 1.63% -80,147 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,502 $938K 0.26% +44 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,500 $938K 0.69% +1 13F-HR Timeline Tarbox Family Office, Inc. 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More: the full row for Claro Advisors Inc. 5,403 $921K 0.12% +229 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 5,397 $920K 0.16% +1,073 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,390 $919K 0.26% -24 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,380 $917K 0.34% -9 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,373 $916K 0.16% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,361 $913K 0.19% -210 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,342 $911K 0.26% -55 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,320 $907K 0.27% -21,315 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,307 $905K 0.6% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,304 $905K 0.67% -150 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,250 $896K 0.13% +1,454 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,236 $893K 0.09% -96 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,192 $885K 0.19% +2,191 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,191 $885K 0.18% -47 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,188 $885K 0.04% +769 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,175 $883K 0.24% +318 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,171 $882K 0.15% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,147 $878K 0.09% +426 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,073 $865K 0.01% -7 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,073 $865K 0.17% +1,003 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,070 $865K 0.12% +223 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,061 $863K 0.03% -34,025 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 5,055 $862K 0.3% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,054 $862K 0.06% +131 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,044 $860K 0.04% -592 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,022 $856K 0.09% -822 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,012 $855K 0.02% -89 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 5,000 $853K 0.01% new 13F-HR Timeline Group PING CAPITAL MANAGEMENT, INC. 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More: the full row for Carson Advisory Inc. 4,933 $841K 0.57% +75 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,932 $841K 0.16% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,923 $840K 0.06% +900 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,919 $839K 0.04% +1,308 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,908 $837K 0.05% +458 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 4,899 $836K 0.03% -163 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,899 $836K 0.12% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,890 $834K 0.17% +47 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,885 $833K 0.07% +878 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,879 $832K 0.03% -701 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,867 $830K 0.07% +20 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,861 $829K 0.33% +160 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,852 $828K 0.17% -5,649 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,836 $825K 0.01% -176 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,832 $824K 0.01% +783 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,829 $824K 0.17% +159 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,777 $815K 0.03% -902 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,762 $812K 0.56% -273 13F-HR Timeline Pinnacle West Asset Management, Inc. 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Mason LLC 4,545 $775K 0.41% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,544 $775K 0.37% -246 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,531 $773K 0.12% +90 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,526 $772K 0.03% +101 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,498 $767K 0.05% 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,497 $767K <0.01% -274,740 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,492 $766K 0.27% -350 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,484 $765K 0.06% +41 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,483 $765K 0.29% +350 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,479 $764K 0.03% +3,120 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,458 $760K 0.18% -200 13F-HR Timeline