CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 9,125 $1.63M 0.63% -100 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,121 $1.63M 0.01% -2,133 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,091 $1.62M 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,037 $1.62M 0.03% +515 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 9,000 $1.61M 0.08% -21,700 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 9,000 $1.61M 0.12% new 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,913 $1.59M 0.02% -213 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 8,893 $1.59M 2.15% -14,000 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,874 $1.59M 0.06% -279 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 8,829 $1.58M 2.21% 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,786 $1.57M 0.14% -1,057 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 8,781 $1.57M 0.29% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,762 $1.57M 0.16% -730 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 8,634 $1.54M 1.07% +617 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8,600 $1.54M 0.02% -11,100 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,536 $1.53M 0.01% -8,177 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,529 $1.52M 0.01% +121 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,519 $1.52M 0.03% +2,010 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,502 $1.52M 0.6% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 8,474 $1.51M 0.01% +1,861 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 8,457 $1.51M 0.43% +528 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,454 $1.51M 0.51% -98 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 8,363 $1.49M 0.55% -992 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 8,344 $1.49M 0.45% +172 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,303 $1.48M 0.18% +303 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 13,080 $1.48M 0.12% -22 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 8,285 $1.48M 0.06% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,258 $1.48M 0.23% +379 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 8,182 $1.46M 1.05% new 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,158 $1.46M 0.02% -1,905 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,090 $1.45M 0.15% -330 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,082 $1.44M 0.02% +2,516 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 8,055 $1.44M 0.96% +113 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,003 $1.43M 0.01% +1,916 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 8,000 $1.43M 0.49% new 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 8,000 $1.43M 0.16% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,960 $1.43M 0.08% +40 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,971 $1.42M 0.01% -5,442 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 7,960 $1.42M 0.07% -135 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,950 $1.42M 0.46% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,942 $1.42M 0.07% +5,839 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,926 $1.42M 0.1% -4,721 13F-HR Timeline Steamboat Capital Partners, LLC More: the full row for Steamboat Capital Partners, LLC 7,896 $1.41M 0.37% -10,977 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,875 $1.41M 0.26% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,862 $1.41M 0.65% -16 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,787 $1.39M 0.02% +21 13F-HR Timeline BIGLARI, SARDAR in group BIGLARI CAPITAL CORP. More: the full row for BIGLARI, SARDAR 7,750 $1.39M 2.79% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 7,667 $1.37M 0.09% +1,283 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,661 $1.37M 0.06% +1,848 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 7,605 $1.36M 0.31% -467 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,578 $1.36M 0.22% -539 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,507 $1.34M 0.03% +413 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,460 $1.33M 0.39% +2,720 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,415 $1.33M 0.07% -4,134 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,385 $1.32M 0.06% +361 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,356 $1.31M 0.01% +488 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,351 $1.31M 0.41% +2,250 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,346 $1.31M 0.55% +1,753 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 7,316 $1.31M 0.4% +1,140 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 7,815 $1.29M 0.27% -9,681 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,233 $1.29M 0.02% +1,072 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,163 $1.28M 0.02% -3,539 13F-HR Timeline Rings Capital Management LLC More: the full row for Rings Capital Management LLC 7,100 $1.27M 0.6% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,100 $1.27M 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,094 $1.27M 0.1% +36 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 7,094 $1.27M 0.19% -5,610 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,073 $1.26M 0.14% +2,800 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,067 $1.26M 0.23% +1,234 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,062 $1.26M 0.01% -3 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,900 $1.25M 0.26% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 7,000 $1.25M 0.91% new 13F-HR/A Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 6,960 $1.24M 0.49% -11,355 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,947 $1.24M 0.04% new 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,743 $1.21M 0.01% +24 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,710 $1.2M 0.14% new 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 6,692 $1.2M 0.07% +357 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,686 $1.19M 0.01% -1,294 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 6,676 $1.19M +421 Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,661 $1.19M 0.08% +66 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,298 $1.19M 0.5% 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 6,653 $1.19M <0.01% -15,125 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,613 $1.18M 0.61% +389 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 6,589 $1.18M 0.63% +215 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,535 $1.17M 0.08% -4,991 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,501 $1.16M 0.06% +3,036 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 6,492 $1.16M 0.01% -3,420 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,426 $1.15M 0.09% +736 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,332 $1.13M 0.02% -200 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,319 $1.13M 0.07% +418 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,299 $1.13M 0.02% -198 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,231 $1.11M 0.09% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,218 $1.11M 0.04% +2,149 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,207 $1.11M <0.01% -70,208 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,421 $1.1M 0.02% +2,473 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,171 $1.1M 0.04% +874 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,138 $1.1M 0.09% -169 13F-HR Timeline Group SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 6,136 $1.1M 0.4% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 6,046 $1.08M 0.2% +97 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,030 $1.08M 0.27% -3,467 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,005 $1.07M 0.01% -5,476 13F-HR/A Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,997 $1.07M 0.17% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,997 $1.07M 0.41% +59 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,951 $1.06M 0.05% -282 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,331 $1.06M 0.09% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,900 $1.05M 0.45% +381 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,861 $1.05M 0.14% +2,766 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,835 $1.04M 0.04% +42 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,737 $1.03M 0.04% +1,356 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,716 $1.02M 0.02% new 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,713 $1.02M 0.02% -938 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,696 $1.02M <0.01% -500 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,617 $1M 0.03% +815 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,607 $1M 0.03% -4,464 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,607 $1M 0.01% +123 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,628 $998K 0.07% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 5,572 $996K 0.29% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,524 $987K 0.05% -6,578 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,523 $987K 0.03% -82 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 5,500 $983K 0.17% new 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,500 $983K 0.15% +1,000 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 5,774 $980K 0.35% +880 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 5,452 $974K 0.66% +162 13F-HR/A Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,442 $973K 0.23% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,425 $970K 0.03% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,401 $965K 0.19% +2,903 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 5,355 $957K 0.32% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,340 $954K 0.05% +500 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,325 $952K 0.16% -250 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,268 $942K 0.01% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,218 $933K 0.01% +160 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,094 $910K 0.12% +74 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,091 $910K 0.11% +343 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 5,051 $903K 0.75% -12 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,044 $902K 0.02% +946 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 5,000 $894K 0.27% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,982 $890K 0.01% -14,676 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,969 $888K 0.28% -117 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,962 $887K 0.15% -45 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,915 $878K 0.02% -144 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 4,906 $877K 0.15% 0 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 4,900 $876K 0.32% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,869 $870K 0.5% -150 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,868 $870K 0.19% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,861 $869K <0.01% -31,177 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,848 $867K 0.01% +524 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 4,801 $864K 0.41% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,795 $857K 0.23% +1,283 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,783 $855K 0.01% +437 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,745 $848K 0.02% +1,513 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,738 $847K 0.25% -165 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,726 $845K 0.28% +330 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 4,723 $844K 0.32% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,706 $841K <0.01% +2,611 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,691 $838K 0.04% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,670 $833K 0.01% +1,130 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,633 $828K 0.5% -262 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,631 $828K 0.02% +1,906 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,628 $827K 0.08% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,615 $825K 0.11% -183 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,611 $824K 0.31% +2,575 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,585 $819K 0.04% +1,160 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,563 $816K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,557 $814K 0.11% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,305 $809K 0.05% -216 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,502 $805K 0.05% -247 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 4,486 $802K 0.65% +598 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,482 $801K 0.17% +113 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,435 $793K 0.25% +255 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,439 $787K 0.04% new 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 4,398 $786K 0.03% -1,398 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,388 $784K 0.11% +35 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 4,361 $779K 0.4% +75 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,361 $779K 0.02% new 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,328 $774K 0.05% -3,258 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,321 $772K <0.01% -391 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,321 $772K 0.09% -592 13F-HR Timeline Group Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,311 $770K 0.58% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,291 $767K 0.27% +77 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,266 $762K 0.01% +1,911 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,260 $761K 0.21% -999 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,255 $760K 0.03% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,537 $760K 0.05% +628 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,252 $760K 0.01% -250 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,243 $758K 0.02% -1,847 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,234 $757K 0.09% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,230 $756K 0.15% -265 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,206 $752K 0.03% +463 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,307 $747K 0.12% -610 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,163 $744K 0.11% +3,901 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,105 $735K 0.02% +1,740 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,089 $731K 0.06% -206 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4,080 $727K 2.06% 0 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 4,060 $726K 0.06% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,055 $725K 0.17% +627 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,038 $722K 0.06% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,000 $715K 0.12% +364 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,991 $713K 0.01% +245 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,976 $711K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,967 $709K 0.04% +29 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,930 $702K 0.01% -2,670 13F-HR Timeline Group