Covalis Capital LLP in group Covalis Capital LLP More: the full row for Covalis Capital LLP 2,892 $2.06M 0.12% -38,116 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,865 $2.04M 0.08% -122 13F-HR Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,849 $2.03M -649 Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,839 $2.02M 0.26% -273 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,838 $2.02M 0.14% +3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,836 $2.02M 0.03% +359 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,827 $2.02M 1.15% +23 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,820 $2.01M 0.33% -100 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,817 $2.01M 0.26% -65 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,814 $2.01M 0.07% -400 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,809 $2M 0.18% +61 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,794 $1.99M 0.04% -247 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,780 $1.98M 1.06% +100 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,775 $1.98M 0.06% +470 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,768 $1.97M 0.83% 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,758 $1.97M 1.15% -2 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,750 $1.96M 0.4% +155 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,749 $1.96M 0.06% +45 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,747 $1.96M 0.1% +248 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,743 $1.96M 0.68% +33 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,729 $1.95M 0.05% +2,232 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,711 $1.93M 0.86% +10 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,706 $1.93M 0.8% +2 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,702 $1.93M 0.15% -1,627 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,691 $1.92M 0.04% -39 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,683 $1.91M 0.09% -2 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,681 $1.91M 0.29% +665 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,675 $1.91M 0.09% +37 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,655 $1.89M 0.15% +930 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,650 $1.89M 0.77% -65 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 2,647 $1.89M 0.01% new 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,888 $1.88M 1.06% +313 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,633 $1.88M 0.26% -105 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,613 $1.86M 0.12% -40 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,602 $1.86M 0.21% -45 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,585 $1.84M 0.36% +439 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,523 $1.8M 0.06% +50 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,495 $1.78M 0.69% +4 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,486 $1.77M 0.11% +647 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,486 $1.77M 0.07% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,485 $1.77M 0.36% +100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,477 $1.77M 0.11% -19 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,477 $1.77M 0.03% +14 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 2,470 $1.76M 0.01% -133 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,464 $1.76M 0.85% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,450 $1.75M 0.38% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,440 $1.74M 0.07% -67 13F-HR/A Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,439 $1.74M 1.29% +31 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,434 $1.74M 0.93% +23 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,429 $1.73M 0.08% -99 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,420 $1.73M 0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 2,403 $1.71M 0.2% -90 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,374 $1.69M 0.05% +71 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,372 $1.69M 0.01% +99 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,366 $1.69M 0.06% +84 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,355 $1.68M 0.47% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,348 $1.67M 0.38% +142 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,344 $1.67M 0.45% -3 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 2,339 $1.67M 1.16% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,333 $1.66M 0.4% -213 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,331 $1.66M 0.28% -19 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,330 $1.66M 0.29% -769 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,318 $1.65M 0.15% -2 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,306 $1.64M 0.17% +220 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,306 $1.64M 0.21% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,305 $1.64M 0.44% -41 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,299 $1.64M 0.1% +119 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,296 $1.64M 0.04% +235 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,294 $1.64M 0.03% -47 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,289 $1.63M 0.31% +61 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 2,287 $1.63M 0.71% -20 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,285 $1.63M 1.25% -4,245 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,282 $1.63M 1.46% -43 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,264 $1.61M 0.05% +145 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,261 $1.61M 0.21% -258 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,245 $1.6M 0.1% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,245 $1.6M 0.11% +5 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,232 $1.59M 0.27% +751 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,222 $1.59M 0.03% -135 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,220 $1.58M 0.08% +150 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,199 $1.57M 0.19% +17 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 2,198 $1.57M 1.12% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,182 $1.56M 0.12% +239 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,169 $1.55M 0.08% -63 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 2,160 $1.54M 0.01% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,147 $1.53M 0.33% -9 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,144 $1.53M 0.03% +69 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,142 $1.53M 0.02% -45 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,134 $1.52M 0.1% +256 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,114 $1.51M 0.11% -30 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,014 $1.51M 0.02% +65 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,113 $1.51M 0.54% +45 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,111 $1.51M 0.04% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,104 $1.5M 0.3% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,104 $1.5M +566 Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,100 $1.5M 0.04% -100 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,097 $1.5M 0.29% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,086 $1.49M 0.26% +29 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,077 $1.48M 0.09% -647 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,072 $1.48M 0.22% -260 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,065 $1.47M 0.1% +298 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,060 $1.47M 0.01% +68 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,060 $1.47M 0.07% +117 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,057 $1.47M 0.29% -277 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,054 $1.47M 0.12% -176 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,048 $1.46M 0.02% -7,538 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 2,044 $1.46M 0.02% -523 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,044 $1.46M 0.22% -1,037 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,039 $1.45M 0.24% +116 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,039 $1.45M 0.16% new 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,100 $1.45M 0.05% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,016 $1.44M 0.15% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,014 $1.44M 0.06% -357 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,010 $1.43M 0.34% -124 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,000 $1.43M 0.23% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,998 $1.43M 0.05% +82 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,988 $1.42M 0.01% +34 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,987 $1.42M 0.13% +43 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,986 $1.42M 0.06% +178 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,984 $1.42M 0.01% +204 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,979 $1.41M 0.56% -130 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,976 $1.41M 0.81% +1 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,975 $1.41M 0.42% -41 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,973 $1.41M 0.16% +116 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,965 $1.4M 0.38% +428 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,965 $1.4M 0.35% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,964 $1.4M 0.38% -55 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,960 $1.4M 0.34% -973 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,960 $1.4M 0.13% +372 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 1,948 $1.39M 0.03% +189 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,940 $1.38M +1,079 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,938 $1.38M 0.01% +21 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,937 $1.38M 0.09% +207 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,922 $1.37M 0.05% +187 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,006 $1.36M 0.01% -145 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,885 $1.34M 0.23% +867 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,862 $1.33M 0.36% -35 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,856 $1.32M 0.17% +5 13F-HR/A Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,849 $1.32M 0.15% +15 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,828 $1.3M 0.02% +3 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 1,825 $1.3M 1.06% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,819 $1.3M 0.24% +5 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,924 $1.3M 0.03% +196 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,400 $1.29M 0.03% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,810 $1.29M 0.01% -2,193 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,808 $1.29M 0.04% +79 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,808 $1.29M 0.34% +305 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,806 $1.29M 0.22% +427 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,803 $1.29M 0.04% -468 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,801 $1.28M 0.39% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,789 $1.28M 0.06% +39 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,786 $1.27M 0.7% +315 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,775 $1.27M 0.77% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,765 $1.26M 0.12% +7 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,860 $1.26M 0.12% +339 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,761 $1.26M 0.07% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,760 $1.26M 0.1% +48 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,750 $1.25M 0.1% +117 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,744 $1.24M 0.12% +37 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,742 $1.24M 0.04% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,732 $1.24M 0.04% -142 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,730 $1.23M 0.35% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,717 $1.22M 0.32% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,713 $1.22M 0.05% -115 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,708 $1.22M 0.19% +610 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,758 $1.21M 0.07% -338 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,703 $1.21M 0.06% +168 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,703 $1.21M 0.68% -209 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,695 $1.21M 0.51% +635 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,686 $1.2M 0.08% +238 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,684 $1.2M 0.08% +47 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,772 $1.2M 0.03% +74 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,673 $1.19M 0.01% +157 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,666 $1.19M 0.12% +2 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,666 $1.19M 0.01% -982 13F-HR Timeline Group Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,665 $1.19M 0.08% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,664 $1.19M 0.08% +4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,793 $1.18M 0.02% +11 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,658 $1.18M 0.04% +359 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,656 $1.18M 0.22% +5 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,655 $1.18M 0.61% new 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 1,650 $1.18M 0.99% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,650 $1.18M 0.03% +215 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,636 $1.17M 0.77% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,630 $1.16M 0.02% +701 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,625 $1.16M 0.44% +669 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,816 $1.16M 0.02% +1,024 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,619 $1.15M 0.06% -24 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,613 $1.15M 0.01% -3,321 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,598 $1.14M 0.23% -73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,661 $1.13M 0.15% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,583 $1.13M 0.1% -1 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,578 $1.13M 0.09% +176 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,582 $1.12M 0.02% +335 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,574 $1.12M 0.02% +24 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,571 $1.12M 0.31% -108 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,570 $1.12M 0.07% +94 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,559 $1.11M 0.4% -27 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,550 $1.11M 0.04% +346 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,528 $1.09M 0.02% -39 13F-HR Timeline