TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,502 $1.07M 0.38% 0 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 8,500 $1.07M 1.17% -9,141 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,230 $1.03M 0.01% +2,306 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,801 $1.03M 0.02% +1,287 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,183 $1.03M 0.36% -74 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,138 $1.02M 0.06% +551 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 8,000 $1M 0.13% 0 13F-HR/A Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,000 $1M 0.05% -1,914 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,990 $1M 0.02% 0 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 5,595 $1000K 0.45% +63 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,962 $999K 0.01% -6,063 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 7,958 $998K 0.29% +17 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,911 $993K 0.05% +81 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 7,900 $991K 0.34% -3,554 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 7,828 $982K 0.18% +16 13F-HR Timeline SANDS CAPITAL MANAGEMENT, LLC More: the full row for SANDS CAPITAL MANAGEMENT, LLC 7,793 $978K <0.01% +282 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 7,764 $974K 0.16% 0 13F-HR Timeline BIGLARI, SARDAR in group BIGLARI CAPITAL CORP. More: the full row for BIGLARI, SARDAR 7,750 $972K 1.91% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,745 $972K 0.01% -4,670 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 7,708 $967K <0.01% -90 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 7,690 $965K 0.01% -52 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,561 $949K 0.1% -93 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,500 $941K 0.73% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,484 $939K 0.06% -502 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 7,392 $927K 1.55% +6,499 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,351 $922K 0.28% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,340 $921K 0.01% +674 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 7,244 $909K 0.42% -1,507 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,210 $905K <0.01% +2,438 13F-HR Timeline Group Eurizon Asset Management Slovakia, spra… More: the full row for Eurizon Asset Management Slovakia, sprav. spol., a.s. 7,110 $892K 26.22% 0 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 7,107 $892K 0.75% -1,887 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,100 $891K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,098 $890K 0.02% +2,890 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,079 $888K 0.02% +1,914 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,068 $887K 0.01% -3,913 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,064 $886K 0.31% -3,203 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,025 $881K 0.03% +849 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,981 $876K 0.03% +258 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,968 $874K 0.13% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,946 $872K 0.04% -446 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,924 $869K <0.01% -441 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,892 $865K 0.03% -52 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 6,882 $863K <0.01% -610 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,849 $859K +209 Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 6,841 $858K 0.4% +169 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,721 $843K 0.12% +2,357 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 6,689 $839K 0.01% +157 13F-HR Timeline Group FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 6,656 $835K <0.01% -59,344 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,645 $834K 0.04% +1,043 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,608 $829K 0.07% +5 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 6,586 $826K 0.5% -2,833 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,557 $823K 0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,562 $821K 0.13% -834 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,546 $821K 0.06% +31 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,509 $817K 0.04% +1,507 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 6,516 $816K <0.01% -10,084 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,504 $816K 0.07% +103 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 6,400 $803K 0.7% +1,400 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,325 $794K 0.01% -1,169 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 6,295 $790K 0.6% +245 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,285 $788K <0.01% -9,172 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 6,283 $788K 0.04% -19,212 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,267 $786K 0.01% -1,346 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,249 $784K 0.01% +1,312 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,241 $783K 0.02% +160 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,200 $778K 0.06% -3,528 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 6,190 $777K 0.34% +414 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,165 $773K 0.02% -278 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,143 $771K 0.28% +26 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 6,140 $770K 0.01% +990 13F-HR Timeline Group Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 6,130 $769K 0.7% +868 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,128 $769K <0.01% +403 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 6,100 $765K 0.01% new 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,896 $762K 0.33% new 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 6,061 $760K 0.72% +181 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 6,049 $759K +2,418 Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,030 $755K 0.19% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,018 $755K 0.12% -13,152 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 6,012 $754K 0.14% -42 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,960 $748K 0.06% -689 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,939 $745K 0.02% -62 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,934 $744K 0.04% +1,686 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,927 $744K 0.01% -158 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,926 $743K 0.12% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,908 $741K 0.1% +122 13F-HR Timeline Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 5,880 $738K 0.5% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,851 $734K 0.05% +864 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,796 $727K 0.22% +531 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,715 $717K 0.02% -715 13F-HR Timeline AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 5,700 $715K 0.52% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,667 $711K 0.05% +218 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,667 $711K 0.35% -7 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,644 $708K 0.05% -6,976 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 5,634 $707K 0.1% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,623 $705K 0.12% -2,162 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,616 $705K 0.01% -193 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,554 $697K 0.19% +288 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 5,534 $694K 0.3% new 13F-HR Timeline City State Bank More: the full row for City State Bank 5,522 $693K 0.18% -50 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,469 $686K 0.01% +159 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,463 $685K 0.04% -2,177 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,462 $685K 0.03% -628 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,071 $683K 0.02% +1,526 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,445 $683K 0.28% +10 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 4,624 $681K 0.33% +1,295 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,403 $678K 0.3% +151 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,394 $677K 0.03% +2,441 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,390 $676K 0.04% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,368 $673K 0.02% +1,739 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,351 $671K <0.01% +1,199 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,325 $668K 0.12% -500 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 5,307 $666K 0.64% +200 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,522 $659K 0.04% -13 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 5,253 $659K 0.56% +158 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,229 $656K 0.01% -161 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,214 $654K <0.01% +2,374 13F-HR Timeline Group Steadtrust LLC More: the full row for Steadtrust LLC 5,152 $646K 0.37% -300 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,087 $640K 0.01% -5,214 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,087 $638K 0.14% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,084 $638K 0.04% -558 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,068 $636K 0.16% +1,469 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,979 $634K 0.02% -2,183 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,054 $634K 0.08% -27,812 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,049 $633K 0.16% +892 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,026 $631K 0.01% +3 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,012 $629K <0.01% +581 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,001 $627K 0.01% new 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,000 $627K 0.03% -80 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 4,926 $618K 0.1% +20 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,926 $618K <0.01% +379 13F-HR Timeline Group CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 4,900 $615K 0.2% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,891 $613K 0.01% -30 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,875 $612K 0.35% +230 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,850 $608K 0.04% -4,427 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,845 $608K <0.01% -304 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,839 $607K 0.05% 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,837 $607K 0.34% +25 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,812 $604K 0.06% -75 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,794 $601K 0.07% +1,195 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,781 $600K 0.03% -1,462 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 4,761 $597K 0.06% +480 13F-HR Timeline GUARDCAP ASSET MANAGEMENT Ltd More: the full row for GUARDCAP ASSET MANAGEMENT Ltd 4,750 $596K 0.03% -14,750 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,750 $596K 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 4,744 $595K 0.24% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,747 $595K 0.06% -39,299 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,723 $593K 0.08% 0 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 4,700 $590K 0.01% 0 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,621 $580K 0.02% -55 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,616 $579K 0.01% -290 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,613 $579K 0.36% -20 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 4,600 $577K 0.25% +2,300 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,571 $573K 0.04% -834 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,547 $570K 0.02% -3,843 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,678 $569K 0.06% +1,238 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,513 $566K 0.11% +450 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,506 $565K 0.02% -27 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,490 $563K 0.01% -242 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,460 $560K 0.01% -5,111 13F-HR Timeline Group Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,442 $557K 0.4% +17 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,433 $556K 0.12% -3,743 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,430 $556K 0.06% -474 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 4,411 $553K 0.05% 0 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 4,406 $553K 0.02% +8 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,374 $549K 0.09% +165 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,364 $548K <0.01% +585 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,360 $547K 0.03% +393 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,361 $544K 0.03% -1,708 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,330 $543K 0.02% +1,475 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,327 $543K 0.03% -72 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,288 $538K 0.08% +338 13F-HR Timeline Group PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 4,283 $537K 0.14% -1,050 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,287 $537K 0.13% -14 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,274 $536K 0.01% 0 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,259 $534K 0.02% +636 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,260 $534K 0.14% -2 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,255 $534K 0.02% 0 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 $533K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,215 $529K 0.01% +23 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 4,201 $527K 0.26% -600 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,150 $521K 0.02% -249 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,127 $518K 0.1% -189 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,126 $518K 0.01% +1,399 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,080 $512K 0.01% +785 13F-HR Timeline Group Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4,080 $512K 0.95% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,079 $512K 0.21% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,077 $512K 0.05% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,076 $511K 0.1% +2,037 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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