PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,761 $740K 0.01% -12 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,720 $736K 0.34% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,700 $734K 0.03% -660 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,659 $730K 0.2% -10,582 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,583 $723K 0.18% +194 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 7,575 $722K <0.01% 0 13F-HR/A Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,575 $722K 0.36% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,537 $719K 0.23% -1,979 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,536 $719K 0.03% -38 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,457 $711K 0.09% +560 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,404 $706K 0.02% +1,933 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,387 $704K 0.1% +117 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,383 $704K 0.2% +2,007 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,352 $701K 0.08% +381 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,298 $696K 0.11% +1,381 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 7,280 $694K 0.62% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,266 $693K 0.04% -9 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,260 $692K 0.08% +6,029 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,241 $690K 0.03% +5,497 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 7,219 $688K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,215 $688K 0.01% +2,000 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,182 $685K 0.05% +279 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,167 $683K 0.02% +3,907 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,145 $681K 0.05% +1,608 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,144 $681K 0.01% +575 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7,137 $681K 0.37% -266 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,338 $679K 0.02% +1,214 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 7,102 $677K 0.67% 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,054 $673K 0.09% -291 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,041 $671K 0.17% -1,974 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,034 $671K 0.05% +679 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 7,028 $670K 0.24% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,004 $668K 0.23% +5,288 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,003 $668K 0.04% +2,026 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,000 $667K 0.17% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,999 $667K 0.04% -52 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,963 $664K 0.06% +82 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,905 $658K 0.06% +2,177 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,892 $657K 0.01% +198 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,879 $656K 0.07% -7,152 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 6,877 $656K 0.58% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,863 $654K 0.06% -552 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,857 $654K 0.11% +582 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,839 $652K 0.06% +1,759 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,815 $650K 0.02% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,797 $648K 0.08% +1,007 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,795 $648K 0.06% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,780 $646K 0.05% -34,830 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,692 $638K 0.1% +93 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,686 $638K 0.15% +565 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,675 $636K 0.02% +583 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,648 $634K 0.02% -272 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 6,635 $633K 0.49% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,631 $632K 0.01% +659 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 6,631 $632K 0.06% +4,446 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,613 $631K 0.23% -8,466 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 6,585 $628K 0.3% -1,580 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,583 $628K 0.01% -500 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,545 $624K 0.08% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,537 $623K 0.01% -2,600 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,530 $623K 0.02% -19,045 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,507 $620K 0.1% +13 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,500 $620K 0.01% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,498 $620K 0.06% +3,316 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,472 $617K 0.01% +176 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,452 $615K 0.07% -6,640 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,428 $613K 0.03% +965 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,357 $606K 0.05% -1,912 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,268 $598K 0.12% -242 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,245 $595K 0.07% +681 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 6,244 $595K 0.3% +766 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,226 $594K 0.33% +3,589 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,065 $593K 0.01% -92 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,773 $593K 0.01% +202 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,214 $593K -220 Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,213 $592K 0.5% -1,002 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 6,186 $590K 0.53% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,145 $586K 0.21% -41 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 7,867 $585K 0.12% +587 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 6,134 $585K 0.32% +717 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,131 $585K 0.2% -243 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,100 $582K 0.17% 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,095 $581K 0.01% +1,145 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 6,093 $581K 0.56% 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,069 $579K 0.06% +38 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,066 $578K 0.01% +142 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,058 $578K 0.03% +784 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,049 $577K 0.01% +79 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,038 $576K 0.39% -745 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 6,023 $574K 0.03% -423 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,015 $574K 0.15% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,988 $571K 0.08% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,949 $567K 0.01% -125 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,936 $566K 0.01% new 13F-HR/A Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,931 $566K 0.13% -62,679 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,928 $565K 0.21% -1,130 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,923 $565K 0.01% +1,116 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,895 $562K 0.01% -356 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 5,890 $562K 0.27% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,877 $560K 0.04% +494 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,873 $560K 0.03% +553 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,833 $556K 0.02% -21,713 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,830 $556K 0.17% -400 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,785 $552K 0.12% +3,048 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,782 $551K 0.2% -1,700 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,766 $550K 0.06% -3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,720 $545K 0.12% -4,347 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,705 $544K 0.01% -335 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,702 $544K 0.04% -434 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,688 $542K 0.02% +717 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,618 $536K 0.08% +1,204 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,616 $535K 0.03% -128 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,599 $534K 0.05% -77 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,563 $530K 0.02% +1,727 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,543 $529K 0.03% -186 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,527 $527K 0.18% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,520 $526K 0.02% +78 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,519 $526K 0.17% -4,712 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,487 $523K 0.1% +1,122 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,421 $517K 0.01% +1,613 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,419 $517K 0.11% -318 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,387 $514K 0.04% +195 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,375 $513K 0.09% -10,486 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 5,366 $512K 0.17% +150 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 5,346 $510K 0.32% -1,494 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,327 $508K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,327 $508K 0.06% -1,168 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,322 $507K 0.11% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,321 $507K 0.05% +280 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,311 $506K 0.09% -27 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,283 $504K 0.15% +221 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,281 $504K 0.3% -78 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 5,280 $503K 0.04% +2,176 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 5,259 $501K 0.07% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,258 $501K 0.02% -13,247 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,228 $498K 0.03% +118 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,192 $495K 0.01% +225 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,175 $493K 0.22% -1,913 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,163 $492K <0.01% +2,217 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,158 $492K 0.01% -3,177 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,097 $486K 0.16% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,066 $483K 0.11% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,065 $483K 0.09% +45 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 5,054 $482K 0.33% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,052 $482K 0.01% +46 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,041 $481K 0.01% -44 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 5,030 $480K 0.25% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,011 $478K 0.03% new 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 5,000 $477K 0.04% new 13F-HR/A Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,980 $475K 0.03% -13,768 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,956 $473K 0.07% -759 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,939 $471K 0.02% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,934 $470K 0.05% -44 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,025 $470K 0.06% +1,618 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,903 $468K 0.02% -3,640 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,895 $467K 0.02% -337 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,889 $466K 0.17% -521 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,876 $465K 0.11% -1,441 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,861 $463K 0.04% -67 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,837 $461K 0.04% -1,629 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,836 $461K <0.01% -3,070 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,820 $460K 0.03% +218 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,813 $459K 0.1% +630 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,809 $459K 0.16% +4 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,803 $458K 0.38% +45 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,800 $458K 0.09% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,792 $457K 0.04% -57 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,757 $454K 0.02% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,756 $453K 0.03% -20 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,740 $452K 0.09% +4,240 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,731 $451K 0.02% -383 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 4,724 $450K 0.01% +747 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,718 $450K 0.02% +77 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,654 $444K 0.09% -757 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,649 $442K 0.03% +268 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,632 $441K 0.07% +142 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,612 $440K 0.17% +2 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,608 $439K 0.09% +1,177 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,602 $439K 0.01% -2,477 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,542 $433K 0.38% +364 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 4,528 $432K 0.13% -70,860 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,517 $431K 0.01% +1,360 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,511 $430K 0.06% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,511 $430K 0.03% +470 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,699 $429K 0.1% +5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,495 $429K 0.2% -35 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,486 $428K 0.04% new 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 4,480 $427K 0.29% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,477 $427K 0.02% -261 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 4,475 $427K 0.38% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,465 $426K 0.23% 0 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,440 $423K 0.08% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,426 $422K 0.27% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,400 $420K 0.06% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 4,392 $419K 0.19% +10 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,349 $415K 0.02% -2,796 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,518 $414K 0.05% +24 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,345 $414K 0.04% +359 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,318 $412K 0.05% -385 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,316 $412K 0.03% -53 13F-HR Timeline