Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 3,610 $391K 0.17% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,601 $390K 0.31% +398 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,593 $389K 0.2% +1,660 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,569 $386K <0.01% +813 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,518 $381K 0.01% +52 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,609 $380K <0.01% +21 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,497 $379K <0.01% -72 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,472 $376K 0.11% +721 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,460 $375K 0.23% -3,132 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,424 $371K 0.1% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,383 $366K 0.02% -291 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,365 $364K <0.01% +530 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 3,328 $360K 0.14% new 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,074 $359K 0.01% +536 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,302 $357K 0.1% -14,072 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,297 $357K 0.01% -94 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,986 $349K 0.03% -1 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,227 $349K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,282 $346K 0.01% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,177 $344K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,154 $341K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,139 $340K 0.02% -5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,130 $339K 0.01% -32,919 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 3,127 $339K 0.24% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,123 $338K 0.22% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,100 $336K 0.06% -3,256 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,079 $333K <0.01% +318 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,069 $332K 0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,068 $332K 0.02% +193 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,040 $329K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,038 $329K <0.01% +788 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,031 $328K <0.01% +1,274 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,029 $328K 0.01% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,015 $326K 0.27% -318 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,006 $325K 0.13% +1,020 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,004 $325K 0.03% -4 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,000 $325K 0.03% +200 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,994 $324K 0.02% -23 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,991 $324K 0.06% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,944 $319K 0.03% +146 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,899 $314K <0.01% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,898 $314K 0.18% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,894 $313K 0.08% +4 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,850 $309K 0.02% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,842 $308K 0.3% +7 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,842 $308K 0.17% -28 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,839 $307K 0.02% +83 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,832 $307K 0.01% +4 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,832 $307K 0.05% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,825 $306K 0.03% +150 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,815 $305K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,811 $304K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,806 $304K 0.06% +2,795 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,785 $301K 0.06% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,735 $296K 0.1% -99 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,734 $296K 0.06% -14 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,733 $296K <0.01% -5,281 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,722 $295K 0.11% new 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 2,700 $292K 0.45% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,668 $289K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,633 $285K 0.03% +178 13F-HR Timeline Corecam AG More: the full row for Corecam AG 2,595 $281K 0.24% -91 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,590 $280K 0.01% +30 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,586 $280K 0.05% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,582 $280K 0.12% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,567 $278K <0.01% -22 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,566 $278K <0.01% +51 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 2,555 $277K 0.01% +698 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,553 $276K <0.01% -1,532 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,520 $273K 0.05% +70 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,460 $266K 0.16% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,279 $266K 0.01% +17 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,441 $264K 0.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,408 $261K 0.11% +187 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,408 $261K 0.09% +173 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,390 $259K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,366 $256K 0.01% +42 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 2,333 $253K 0.19% +358 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,318 $251K 0.04% -42 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,305 $250K 0.01% -389 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,104 $248K 0.07% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,285 $247K 0.07% -46 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,284 $247K 0.02% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,281 $247K 0.02% +629 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 2,257 $244K 0.1% -194 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,247 $243K 0.03% -450 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,244 $243K 0.01% -75 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 2,225 $241K 0.51% +307 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,177 $236K 0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,968 $234K <0.01% +401 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,150 $233K 0.01% +100 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,150 $233K 0.08% +428 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,148 $233K <0.01% +471 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,141 $232K 0.02% -374 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,129 $231K 0.05% -70 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,107 $228K 0.01% -4,198 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,105 $228K 0.05% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,101 $227K 0.04% -2 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,100 $227K <0.01% -100 13F-HR Timeline Orchard Capital Management, LLC More: the full row for Orchard Capital Management, LLC 2,096 $227K 0.25% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,075 $225K <0.01% +209 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,073 $224K 0.08% -13,719 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,069 $224K 0.02% -2,441 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,046 $221K 0.05% +9 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,828 $218K <0.01% +48 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,010 $218K 0.04% new 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,988 $215K 0.01% -4,390 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,983 $215K <0.01% -18 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,965 $213K 0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,927 $209K <0.01% +1,906 13F-HR Timeline ADAGE CAPITAL PARTNERS GP, L.L.C. in group ADAGE CAPITAL PARTNERS GP, L.… More: the full row for ADAGE CAPITAL PARTNERS GP, L.L.C. 1,922 $208K <0.01% -137,200 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 1,915 $207K <0.01% new 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,911 $207K <0.01% -106,570 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,895 $205K 0.03% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,885 $204K 0.03% +7 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,879 $203K -17 Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,877 $203K 0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,765 $191K 0.12% -200 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,738 $188K 0.09% +1,688 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,734 $188K 0.04% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,663 $180K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,639 $177K 0.01% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,506 $163K 0.01% -9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,411 $153K <0.01% +1,043 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,383 $150K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,341 $145K <0.01% -55 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 1,327 $144K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,155 $125K <0.01% -341 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,131 $122K <0.01% -11,894 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,130 $122K 0.01% +464 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,114 $121K <0.01% +221 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,114 $121K 0.1% +53 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,092 $118K 0.03% -1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,075 $116K 0.01% -61 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,075 $116K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,025 $111K 0.01% +235 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,000 $108K 0.02% 0 13F-HR/A Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,000 $108K 0.02% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,025 $108K 0.01% -72,176 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 984 $107K 0.09% -1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 953 $103K 0.01% +928 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 932 $101K <0.01% +421 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 889 $96.2K <0.01% -2,817 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 876 $94.8K <0.01% -1,499 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 853 $92.3K <0.01% -236,817 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 848 $91.8K <0.01% +253 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 833 $90.2K <0.01% +208 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 793 $85.8K 0.03% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 773 $83.7K 0.01% -29 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 772 $83.6K 0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 747 $80.9K <0.01% +43 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 678 $73.4K 0.01% +4 13F-HR/A Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 675 $73.1K 0.01% 0 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 669 $72.4K <0.01% -5,836 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 657 $71.1K <0.01% new 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 634 $68.6K 0.01% -24,014 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 608 $65.8K <0.01% +295 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 600 $65K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 599 $64.8K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 577 $62.5K 0.01% +290 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 574 $62.1K <0.01% +11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 571 $61.8K 0.03% +20 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 564 $61.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 544 $58.9K 0.03% -14 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 542 $58.7K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 503 $54.5K 0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 501 $54.2K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 478 $51.7K 0.03% -32 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 461 $49.9K 0.01% +45 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 453 $49K 0.01% +6 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 451 $48.8K 0.01% -107 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 450 $48.7K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 430 $46.6K 0.01% +122 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 420 $45.5K 0.01% -100 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 419 $45.4K <0.01% +18 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 419 $45.4K 0.03% -10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 389 $42.1K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 386 $41.8K <0.01% -10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 383 $41.5K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 376 $41.3K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 357 $40.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 360 $39K <0.01% +49 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 345 $37.4K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 332 $35.9K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 332 $35.9K <0.01% -21 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 326 $35K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 315 $34.1K <0.01% -13 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 315 $34.1K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 295 $31.9K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 266 $31.9K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 294 $31.8K <0.01% +4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 288 $31.2K <0.01% +159 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 322 $30.7K <0.01% -66,576 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 265 $28.7K <0.01% +9 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 260 $28.1K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $27K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 230 $24.9K 0.01% +70 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 221 $23.9K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 221 $23.9K <0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 215 $23K <0.01% +83 13F-HR Timeline