HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,162 $1.44M 0.02% +3,001 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,095 $1.43M 0.05% -2,260 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,110 $1.38M 0.11% 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 5,895 $1.38M 0.06% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,860 $1.37M <0.01% -130 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 5,765 $1.35M 0.5% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,719 $1.34M 0.01% +381 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 5,656 $1.32M <0.01% -355 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 5,628 $1.32M 0.05% 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,600 $1.31M 0.04% -35,100 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,557 $1.3M 0.07% -4,206 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,513 $1.28M 0.04% +1,016 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,478 $1.28M 0.35% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,459 $1.28M 0.06% -1,211 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 5,413 $1.27M 1.45% 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,412 $1.27M 0.01% +1,268 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,332 $1.25M 0.03% -193 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 5,320 $1.24M +5,169 Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,264 $1.23M 0.04% 13F-HR/A Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,255 $1.23M 0.55% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,197 $1.22M 0.64% 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,185 $1.21M 0.31% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,165 $1.21M 0.03% -321 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,134 $1.2M 0.01% +617 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 7,510 $1.2M 0.55% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,107 $1.19M 0.02% +43 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,099 $1.19M 0.02% +1,305 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,078 $1.19M 0.01% +1,092 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,076 $1.19M 0.3% -1,250 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,010 $1.17M 0.28% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 5,000 $1.17M 0.03% new 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 5,000 $1.17M 0.61% -14,000 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,996 $1.17M 0.06% +925 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,932 $1.15M 0.55% 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,892 $1.14M 0.02% -643 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,879 $1.14M 0.07% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,848 $1.13M 0.02% +1,902 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,714 $1.1M 0.42% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,700 $1.1M 0.04% +2,011 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,656 $1.09M 0.02% -385 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,638 $1.08M 0.42% -2,245 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,552 $1.06M 0.02% +1,938 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 4,543 $1.06M 0.52% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,469 $1.05M 0.13% -2,109 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,507 $1.04M <0.01% +593 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,433 $1.04M 0.03% -36,002 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,369 $1.02M 0.02% new 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,295 $1M 0.19% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,243 $992K 0.02% +3,545 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,237 $991K 0.09% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,194 $981K 0.05% -820 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 4,184 $979K 0.06% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,159 $973K 0.01% -613 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,157 $972K 0.06% +2,587 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 4,153 $971K 0.13% -8,338 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) 4,113 $962K 0.02% +138 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 4,110 $961K 0.07% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,097 $958K 0.03% -17,549 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 4,044 $946K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,033 $943K 0.01% +8 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,028 $942K 0.02% +999 13F-HR/A Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 4,000 $935K 0.32% new 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,914 $915K 0.24% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,895 $911K 0.01% +771 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,869 $905K 0.01% +766 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,831 $896K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,790 $886K 0.02% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,773 $882K 0.11% +1,854 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,744 $876K 0.24% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,693 $864K 0.04% +408 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 3,678 $860K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,272 $848K 0.03% +291 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,596 $841K 0.25% +343 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,409 $797K <0.01% -1,253 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,410 $797K 0.05% +870 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,407 $797K 0.01% -83 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,399 $795K 0.01% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,388 $792K 0.02% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,379 $790K <0.01% +6 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,352 $784K <0.01% +791 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,344 $782K 0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,344 $782K 0.01% -3,251 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,333 $780K 0.02% -76 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,315 $775K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,280 $767K 0.03% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,248 $760K 0.01% -738 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,994 $755K <0.01% +72 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,222 $754K 0.59% -24 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,200 $748K 0.14% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,161 $739K <0.01% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,167 $739K 1.16% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,139 $734K 0.01% +763 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,127 $731K 0.12% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,116 $729K 0.17% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 3,104 $726K 0.08% -164 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,092 $723K 0.09% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,059 $715K 0.09% -901 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,025 $707K 0.03% -1,287 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,000 $702K 0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,000 $702K 0.08% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,000 $702K 0.12% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,000 $702K 0.11% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,957 $692K 0.02% new 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,949 $690K <0.01% +18 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,946 $689K 0.09% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,936 $687K <0.01% +243 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,930 $685K 0.16% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,928 $685K 0.09% -63 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,905 $679K <0.01% +1,125 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,876 $673K <0.01% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,854 $667K 0.06% +1,342 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,800 $655K <0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,785 $651K 0.06% -525 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,784 $651K 0.01% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,187 $641K 0.26% +159 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,739 $641K 0.01% +854 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,715 $635K 0.04% -2,667 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,709 $634K 0.03% +587 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 2,700 $631K 0.15% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,681 $627K 0.03% -2,369 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,665 $623K 0.02% -4,510 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,620 $613K 0.04% +125 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,612 $611K <0.01% +82 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 2,599 $608K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,556 $598K 0.06% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,551 $597K 0.03% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,500 $585K 0.05% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,500 $585K 0.26% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,499 $584K <0.01% +1,004 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,462 $576K 0.04% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,424 $567K 0.04% +7 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,400 $561K 0.01% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,399 $561K 0.05% -242 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,340 $558K 0.01% -1,537 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,383 $557K 0.03% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,357 $551K 0.18% +215 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,352 $550K 0.04% -299 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,301 $538K 0.04% -2,540 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,286 $535K 0.01% +170 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,276 $532K <0.01% -1,079 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,267 $530K 0.01% -270 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,263 $529K 0.06% -448 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,224 $520K <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,026 $510K 0.06% +54 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,171 $508K 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,162 $506K 0.02% +912 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,155 $504K 0.02% +717 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,129 $498K 0.01% -357 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,122 $496K <0.01% 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,112 $494K 0.15% +690 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,052 $480K 0.01% +1,650 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,052 $480K <0.01% -343 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,042 $477K 0.03% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,968 $469K 0.03% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,951 $456K 0.03% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,943 $454K 0.13% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,934 $452K 0.01% +26 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,816 $447K 0.02% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,909 $446K 0.02% +509 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,899 $444K 0.01% +178 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,938 $444K 0.01% +421 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,889 $442K <0.01% +72 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,876 $439K 0.09% +173 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,872 $438K 0.02% -6 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,871 $438K 0.03% -509 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,861 $435K 0.08% -2,636 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,849 $432K 0.01% +11 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,848 $432K 0.01% -499 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,846 $432K <0.01% -7 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,835 $429K 0.01% +96 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,803 $422K 0.07% 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 1,786 $418K new Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,775 $415K 0.12% -11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,768 $413K 0.02% -14,180 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,760 $412K 0.02% -17 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,746 $408K 0.09% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,738 $406K 0.08% -157 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,729 $404K 0.01% -343 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,716 $401K 0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,702 $398K 0.01% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,694 $396K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,694 $396K 0.01% +119 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,672 $389K 0.02% -833 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,656 $387K <0.01% +8 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,650 $386K 0.31% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,648 $385K <0.01% +125 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,629 $381K <0.01% +234 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,564 $381K 0.2% +128 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,629 $381K 0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,275 $381K 0.17% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,590 $372K 0.02% new 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,574 $368K 0.11% -289 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,553 $363K 0.04% +73 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,549 $362K 0.05% +79 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,537 $359K 0.03% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,524 $356K 0.19% -14 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,516 $355K <0.01% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,500 $350K 0.09% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,460 $341K 1.1% -643 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,453 $340K 0.01% -329 13F-HR Timeline