SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,701 $352K 0.01% -1,121 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,685 $351K 0.12% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,671 $351K 0.02% +197 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 8,662 $351K 0.14% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,654 $350K 0.04% +644 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,641 $350K 0.04% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,641 $350K 0.15% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,637 $350K <0.01% -1,341 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,636 $349K <0.01% -989 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,612 $349K <0.01% 0 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,597 $348K 0.05% +480 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,578 $347K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,517 $345K <0.01% +668 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,498 $344K 0.18% +129 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,412 $340K 0.02% +750 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 8,766 $340K <0.01% -4,699 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,370 $339K 0.21% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,330 $337K <0.01% -6,562 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,286 $335K 0.01% -483 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,267 $335K 0.07% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 8,272 $335K 0.07% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,203 $332K 0.02% +400 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,152 $330K 0.18% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,133 $329K 0.02% +345 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,108 $328K 0.02% +12 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,042 $325K 0.01% +3,050 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 8,254 $322K 0.03% -887 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 7,945 $321K 0.04% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,835 $317K 0.12% +500 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 6,725 $316K 0.19% -2,652 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,816 $316K 0.01% -647 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,809 $316K 0.02% 0 13F-HR Timeline Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 7,802 $316K 0.28% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,745 $313K <0.01% +2,102 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,744 $313K 0.02% +40 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,697 $311K 0.07% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,690 $311K <0.01% +1,730 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,690 $311K 0.11% -294 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,586 $307K 0.11% +674 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,555 $306K -1,515 Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,488 $303K 0.06% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,255 $294K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,249 $293K 0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,109 $288K 0.01% +584 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 6,807 $286K 0.01% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,019 $284K 0.01% -173 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,970 $282K 0.04% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,964 $282K 0.06% -1,324 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,949 $281K 0.06% +262 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,923 $280K 0.03% -1,487 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 6,840 $277K 0.02% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 6,750 $273K 0.11% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 6,750 $273K 0.11% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,706 $271K 0.01% +1,546 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 6,697 $271K <0.01% +802 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,688 $271K 0.1% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,600 $267K 0.03% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 6,600 $267K +6,600 Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 6,540 $265K <0.01% new 13F-HR/A Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 6,538 $265K 0.09% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 6,529 $264K 0.06% 0 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 6,525 $264K 0.15% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,522 $264K 0.01% -4,664 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 5,823 $263K 0.04% -1,554 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,479 $262K <0.01% 0 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,335 $256K -1,293 Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,325 $256K 0.02% +141 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,267 $253K 0.01% -2,443 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,242 $253K <0.01% -346 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,240 $253K 0.02% -1 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,235 $252K 0.05% -90 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,221 $252K <0.01% +206 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,178 $250K 0.04% 0 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 6,150 $249K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,121 $248K <0.01% -1,988 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,099 $247K 0.14% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,093 $247K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,090 $246K 0.01% -114 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,084 $246K 0.01% -225 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 6,088 $246K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,071 $246K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,003 $243K 0.01% +489 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,000 $243K 0.01% +1,259 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,997 $243K 0.03% -2,105 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,967 $241K <0.01% +50 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,948 $241K 0.12% +8 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,175 $239K 0.05% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,908 $239K <0.01% -200 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 5,905 $239K 0.06% 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,797 $235K 0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,796 $235K 0.09% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,660 $229K 0.01% -208 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,656 $229K 0.01% +515 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,568 $225K 0.01% -313 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,518 $223K 0.08% -2,254 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,743 $222K 0.04% new 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 5,459 $221K 0.22% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,428 $220K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,403 $219K 0.02% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,400 $218K 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,388 $218K <0.01% 0 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,829 $218K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,386 $218K 0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,374 $218K <0.01% -11 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 5,372 $217K 0.1% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,362 $217K 0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,337 $216K 0.01% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,314 $215K 0.14% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,323 $215K 0.15% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,321 $215K <0.01% +731 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,273 $213K 0.01% -200 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,250 $212K 0.02% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,277 $212K 0.01% new 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 5,241 $212K 0.05% +474 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,225 $211K 0.01% +30 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,212 $211K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,209 $211K 0.12% 0 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 5,167 $209K <0.01% +28 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 5,151 $208K 0.02% +290 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,106 $207K 0.04% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,062 $205K <0.01% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,060 $204K 0.06% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,012 $203K <0.01% +558 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,000 $202K <0.01% 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. 5,000 $202K 0.01% -4,000 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,982 $202K <0.01% +220 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,964 $201K 0.02% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,961 $201K 0.01% -18 13F-HR/A Timeline Group SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,405 $201K 0.15% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,948 $200K 0.02% -384 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,873 $197K 0.01% +140 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,813 $195K 0.12% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,763 $192K 0.01% +502 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,700 $190K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,502 $182K <0.01% +157 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,500 $182K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,386 $178K <0.01% -589 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,628 $167K 0.02% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,982 $161K 0.03% +3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,719 $151K 0.05% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,585 $145K 0.09% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,569 $144K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,414 $138K <0.01% -880 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,375 $137K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,150 $127K <0.01% +772 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,142 $127K 0.36% -4,739 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,110 $126K <0.01% +1,705 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,700 $109K 0.02% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,060 $103K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,522 $102K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,313 $93.6K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,292 $92.8K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,161 $87.3K <0.01% -4,748 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,119 $85.8K <0.01% -3,752 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,100 $85K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,163 $83.8K <0.01% -164 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,972 $79.8K <0.01% +35 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,840 $74.5K <0.01% +135 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,815 $73.4K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,800 $72.8K 0.02% +600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,774 $71.8K <0.01% -1,117,226 13F-HR Timeline Group TOBAM More: the full row for TOBAM 1,258 $71K 0.02% +991 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,604 $64.9K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,553 $62.9K <0.01% +645 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,541 $62K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,500 $60.7K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,449 $58.6K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,343 $54.4K 0.01% +197 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,312 $53.1K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,308 $52.9K 0.02% -16 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,297 $52.5K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,245 $50.4K 0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,229 $49.7K 0.01% +824 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,200 $48.6K 0.04% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,035 $42K <0.01% 0 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,012 $41K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 987 $39.9K <0.01% -1,822 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 983 $39.8K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 970 $39.3K 0.03% 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 964 $39K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 958 $38.8K <0.01% -19 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 949 $38.4K 0.01% -179 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 935 $37.8K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 862 $34.9K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 811 $32.8K <0.01% 0 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 769 $31.1K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 770 $31.1K <0.01% -1,681 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 752 $30.5K 0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 748 $30.3K <0.01% +328 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 724 $29.3K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 681 $27.5K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 640 $25.9K <0.01% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 600 $24.3K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 590 $23.9K 0.01% new 13F-HR Timeline Blue Trust, Inc. 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