MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 22,252 $2.42M 0.82% +400 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,813 $2.37M 0.02% -3,776 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 21,575 $2.34M 3.91% +5,185 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 21,522 $2.34M 1.03% -4,384 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 21,276 $2.31M 0.36% -8,731 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 21,272 $2.31M 0.42% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,213 $2.3M 0.08% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,130 $2.29M 0.01% +3,126 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 20,736 $2.25M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 20,235 $2.2M 0.03% +17,670 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 20,210 $2.2M 0.02% -7,964 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 20,200 $2.19M 0.17% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 20,173 $2.19M 0.98% +16,566 13F-HR Timeline Tribune Investment Group LP More: the full row for Tribune Investment Group LP 20,000 $2.17M 1.46% new 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 19,848 $2.15M 0.06% -15,309 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 18,741 $2.14M 0.13% +2,384 13F-HR Timeline Acasta Partners UK LLP More: the full row for Acasta Partners UK LLP 19,515 $2.12M 0.81% +3,500 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 19,289 $2.09M 0.41% +1,232 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 19,245 $2.09M 0.22% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 19,203 $2.09M 0.42% +4,718 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 19,075 $2.07M 0.8% -2,025 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 18,760 $2.04M 1.68% -26,269 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 18,557 $2.02M 0.04% -5,452 13F-HR Timeline ADAMS NATURAL RESOURCES FUND, INC. in group ADAMS DIVERSIFIED EQUITY FUND… More: the full row for ADAMS NATURAL RESOURCES FUND, INC. 18,000 $1.95M 0.23% 0 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 12,800 $1.93M 0.66% -392,100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,635 $1.92M 0.02% -2,284 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 17,516 $1.9M 0.12% +174 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 17,462 $1.9M 0.39% +228 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 17,300 $1.88M 0.16% +4,900 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,209 $1.87M 0.03% +12,483 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,986 $1.84M 0.14% -2,102 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 16,958 $1.84M 0.16% +316 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 16,970 $1.84M 0.03% -7,622 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,375 $1.78M 0.04% -9,566 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 16,268 $1.77M 1.46% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,238 $1.76M 0.01% +1,456 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 16,301 $1.76M <0.01% -347 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 16,086 $1.75M -25,826 Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 16,078 $1.75M 0.43% +5,918 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,010 $1.74M 0.01% -3,009 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,883 $1.73M 0.05% +571 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 15,788 $1.71M 0.32% -12,555 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 15,764 $1.71M 0.28% +341 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 15,595 $1.69M 0.07% -54,687 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 15,305 $1.66M 0.33% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,518 $1.66M 0.01% +11,190 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 18,488 $1.65M 0.01% +2,675 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 15,070 $1.64M 0.06% +1,757 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 15,042 $1.63M 0.2% +14 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 15,000 $1.63M 0.06% -35,000 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,998 $1.63M 0.01% +4,449 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,909 $1.62M 0.04% +119 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,779 $1.61M 0.06% -1,367 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,690 $1.6M 0.02% +1,059 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,679 $1.59M 0.06% -577 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 14,600 $1.59M 0.24% 0 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 14,509 $1.58M 0.02% -9,775 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 14,531 $1.58M 0.02% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 14,398 $1.56M 0.01% +5,852 13F-HR/A Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 14,248 $1.55M 1.43% -8,150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Laurion Capital Management LP More: the full row for Laurion Capital Management LP 14,227 $1.55M 0.15% new 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 14,167 $1.54M 1.48% 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 10,111 $1.53M 0.01% -19,543 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,054 $1.53M 0.02% +2,438 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,021 $1.52M 0.01% +342 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 13,795 $1.5M 0.09% -490 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,696 $1.49M 0.02% -598 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,633 $1.48M 0.17% +477 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 13,361 $1.45M 0.25% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 13,255 $1.44M 0.11% +1,412 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 13,226 $1.44M 1.63% +1,191 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 13,136 $1.43M 0.01% -2,946 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 13,091 $1.42M 0.02% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,957 $1.41M 0.01% +2,327 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,930 $1.4M 0.05% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 12,807 $1.39M 0.23% +5,500 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 12,783 $1.39M 0.25% -90,733 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 12,755 $1.39M 1.03% -12,357 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,515 $1.36M <0.01% +1,307 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,512 $1.36M 0.04% +514 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,336 $1.34M 0.22% -730 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,279 $1.33M 0.01% +1,761 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,269 $1.33M 0.03% +6,647 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 17,796 $1.32M 0.33% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12,062 $1.31M 0.01% +1,498 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,050 $1.31M 0.28% +496 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 12,000 $1.3M <0.01% -12,400 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,726 $1.3M 0.27% -99 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,954 $1.3M 0.17% +9,135 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 11,824 $1.28M <0.01% +8,563 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,794 $1.28M <0.01% +1,430 13F-HR Timeline Group PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 11,818 $1.26M 0.75% +9,477 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,579 $1.26M 0.1% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11,518 $1.25M 0.48% +10 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,491 $1.25M 0.02% +4,869 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 11,463 $1.24M 0.07% new 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 11,462 $1.24M 0.78% -2,364 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 11,163 $1.21M 0.02% new 13F-HR Timeline Titan Investment Solutions Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Investment Solutions Ltd 11,108 $1.21M 0.15% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,715 $1.21M <0.01% -6,002 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,040 $1.2M <0.01% -733 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,010 $1.2M 0.05% +168 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 10,874 $1.18M 0.4% +646 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 10,881 $1.18M 0.08% -3,435 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 10,767 $1.17M 0.68% +6,117 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,708 $1.16M 0.02% +1,261 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,637 $1.16M 0.02% -12 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,252 $1.14M 0.01% -2,609 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 10,400 $1.13M 1.25% +1,600 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,315 $1.12M 0.33% -55 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,793 $1.12M +1,593 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,562 $1.12M 0.03% -2,912 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,223 $1.11M 0.01% +7,010 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,202 $1.11M 0.02% +270 13F-HR/A Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 10,195 $1.11M 0.3% -2,762 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 10,089 $1.1M 0.75% 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 10,000 $1.09M 0.23% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 9,644 $1.05M 0.14% +698 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,500 $1.03M 0.04% +686 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,493 $1.03M 0.02% +3,206 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,374 $1.02M <0.01% +1,042 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 9,379 $1.02M 0.15% 0 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 9,328 $1.01M 0.32% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,286 $1.01M 0.02% +6,628 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 9,300 $1.01M 2.73% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,240 $1M 0.03% +5,556 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 9,200 $999K 0.28% -5,200 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,192 $998K <0.01% +19 13F-HR Timeline Group ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 9,149 $994K 0.24% -617 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,135 $992K 0.02% +3,839 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,063 $984K <0.01% -8 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 9,022 $980K 0.02% +113 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 9,009 $977K 0.01% +172 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 8,942 $971K <0.01% -5,426 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,930 $970K 0.05% +684 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,880 $964K 0.22% +245 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,842 $960K 0.31% -9 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 8,620 $936K <0.01% 0 13F-HR Timeline Group McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 9,082 $934K 0.63% +211 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,584 $932K 0.01% +48 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,537 $927K <0.01% -5,400 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,388 $911K 0.06% -1,168 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,726 $902K 0.02% +51 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 8,000 $869K 0.09% -9,000 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,964 $865K 0.02% +195 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,805 $846K 0.13% 0 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 7,763 $843K 0.57% -5,867 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,594 $825K 0.16% +1,743 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 7,535 $818K 0.31% -2,120 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,470 $811K 0.08% -771 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,469 $811K 0.01% +2,940 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,425 $806K <0.01% +382 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,414 $805K 0.01% +2,649 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,404 $804K 0.02% +1,573 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,344 $798K 0.01% +946 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 7,334 $797K 0.23% -101 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,302 $793K 0.01% +1,059 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,614 $788K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,242 $787K 0.01% +521 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 7,231 $785K 0.12% +2,001 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,224 $785K 0.01% -199 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,163 $778K 0.09% +7 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,124 $774K 0.17% -140 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,078 $769K 0.02% -4,398 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,026 $763K <0.01% +662 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,984 $759K 0.05% -135 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,968 $757K 0.02% +1,395 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,854 $744K 0.28% +2,588 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 6,820 $741K 0.01% -3,272 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 6,815 $740K 0.07% +1,200 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 6,791 $738K 0.55% -1,229 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,759 $734K 0.27% +224 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 6,757 $734K 0.04% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,777 $733K 0.06% new 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,730 $731K 0.63% +200 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,675 $725K 0.02% +734 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,633 $720K 0.05% -173 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 6,628 $720K 0.02% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,618 $719K <0.01% -123 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,566 $713K 0.02% -627 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,565 $713K 0.01% -3,593 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,458 $701K 0.03% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,415 $697K 0.03% +3,064 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,375 $692K 0.45% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,294 $684K 0.04% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,258 $680K 0.08% -4,807 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,234 $677K 0.03% -3,100 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,469 $673K 0.05% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,180 $671K 0.04% new 13F-HR Timeline Crossmark Global Holdings, Inc. 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