ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,272 $1.69M 0.03% +847 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,242 $1.67M 0.02% +67 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,229 $1.67M 0.02% +56 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,225 $1.67M 0.7% +2,045 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,212 $1.66M 0.01% -356 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,197 $1.66M 0.22% -100 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 4,193 $1.65M 0.07% -8,648 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,186 $1.65M 0.17% -45 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,175 $1.65M 0.03% -18,611 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,168 $1.64M 0.01% -1,790 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,166 $1.64M 0.84% -2,105 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,145 $1.64M 0.04% +225 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,131 $1.63M 0.02% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,120 $1.63M 0.03% -1,085 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,108 $1.62M 0.95% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,057 $1.6M 0.04% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,020 $1.59M 0.09% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,002 $1.58M 0.09% -2,641 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,000 $1.58M 0.02% -49 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,987 $1.57M 0.85% +594 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,984 $1.57M 0.52% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,981 $1.57M 0.17% +19 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,980 $1.57M 0.03% +30 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,972 $1.57M 0.15% new 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,881 $1.53M 0.06% new 13F-HR Timeline Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 3,860 $1.52M 0.52% -39,884 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,831 $1.51M 0.02% 0 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 3,812 $1.5M 0.29% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,809 $1.5M 0.36% -120 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,804 $1.5M 0.06% +2,065 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,798 $1.5M 0.04% +580 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,787 $1.49M 0.15% -27 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,577 $1.49M 0.04% +157 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,717 $1.47M 0.04% -56 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,704 $1.46M 1.11% -2,269 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,691 $1.46M 0.29% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,199 $1.44M 0.05% +113 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,656 $1.44M 1.34% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,651 $1.44M 0.01% +828 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,618 $1.43M <0.01% -98 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,617 $1.43M 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,584 $1.41M <0.01% +530 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,519 $1.39M 0.42% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,519 $1.39M 0.04% +178 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,503 $1.38M 0.04% +371 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,500 $1.38M 0.01% -273,000 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 3,496 $1.38M 0.14% -1,899 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,481 $1.37M 0.13% +2,257 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,405 $1.34M 0.11% +1,805 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,398 $1.34M 0.36% +16 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,397 $1.34M 0.51% +2 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,386 $1.34M 0.61% +757 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,353 $1.32M 0.06% -42 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,343 $1.32M 0.13% +210 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,185 $1.26M 0.03% -167,553 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,181 $1.25M 0.96% -1,537 13F-HR/A Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,169 $1.25M <0.01% -1,348 13F-HR/A Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 3,153 $1.24M 0.22% -11 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 3,150 $1.24M 0.29% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,143 $1.24M 0.24% +54 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,109 $1.23M 0.14% -241 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,107 $1.23M 0.1% +122 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,384 $1.23M 0.02% -453 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,094 $1.22M 0.01% +181 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,050 $1.2M 0.01% +1,349 13F-HR Timeline Group JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 3,028 $1.19M 0.01% new 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,043 $1.19M 0.12% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,000 $1.18M 0.04% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,000 $1.18M 0.07% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,999 $1.18M 0.15% -318 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,979 $1.18M 0.01% +392 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,972 $1.17M 0.01% +1,208 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,930 $1.16M 0.03% -366 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,900 $1.14M 0.53% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,897 $1.14M 0.01% +2,855 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,892 $1.14M 0.01% +273 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,869 $1.13M 0.03% +502 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,864 $1.13M <0.01% -8,765 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,803 $1.11M 0.01% +247 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,801 $1.1M 0.02% +630 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,783 $1.1M 0.13% -4 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,773 $1.09M 0.34% +787 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,765 $1.09M 0.04% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,732 $1.08M 0.09% -855 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,721 $1.07M 0.97% +298 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,719 $1.07M 0.65% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,711 $1.07M 0.05% +454 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,695 $1.06M 0.24% -75 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,662 $1.05M 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,658 $1.05M <0.01% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,571 $1.01M 0.16% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,520 $994K 0.14% +12 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,506 $989K 0.01% -1,490 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,501 $986K 0.31% -3 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 2,500 $986K 0.42% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,500 $986K 0.45% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,461 $971K 0.3% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,453 $968K 0.12% -270 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,452 $967K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,423 $956K 0.01% +563 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,412 $952K 0.03% new 13F-HR Timeline Group Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 2,400 $947K 1.03% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,563 $946K <0.01% +957 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,390 $943K 0.16% -820 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,387 $942K 0.01% +1,925 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,334 $921K 0.01% +772 13F-HR/A Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 2,322 $916K 0.14% new 13F-HR Timeline Group MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 2,318 $914K 0.01% -4,551 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,289 $903K 0.1% +10 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,282 $900K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,276 $898K <0.01% +253 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,269 $895K 0.01% new 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 789 $892K 0.57% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,257 $890K <0.01% -150 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,254 $889K 0.08% -49 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,236 $882K 0.01% +487 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,219 $875K <0.01% new 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,216 $874K 0.03% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,198 $867K 0.27% +14 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,189 $863K 0.01% -2,445 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,188 $863K 0.08% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,162 $853K 0.14% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,159 $852K 0.01% +1,203 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,158 $851K 0.03% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,132 $841K 0.41% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,086 $837K +424 Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,117 $835K 0.02% -829 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,102 $829K 0.05% +227 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,089 $824K 0.07% +1,140 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,076 $819K 0.05% new 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,076 $819K 0.01% new 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,073 $818K 0.05% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,069 $816K 0.2% +5 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,068 $816K 0.02% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,063 $814K 0.01% -8,858 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,464 $809K 0.02% +25 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,034 $802K 0.13% -17 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,033 $802K 0.13% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,015 $795K 0.24% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 2,000 $789K 0.24% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,972 $778K 0.02% +676 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 1,969 $777K 0.07% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,960 $773K 0.16% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,947 $768K 0.03% -33 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 1,921 $758K 0.02% new 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,909 $753K 0.51% +118 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,901 $750K 0.01% +1,039 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,898 $749K <0.01% +209 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,892 $746K 0.29% +77 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,891 $746K 0.38% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,870 $738K <0.01% +1,255 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,865 $736K 0.11% +173 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,850 $730K 0.13% 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,848 $729K 1.41% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,836 $724K 0.01% +169 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,833 $723K 0.07% -1,986 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,829 $721K 0.02% -74 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,835 $720K 0.04% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,819 $718K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 1,813 $715K 0.28% -66 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,813 $715K 0.3% +178 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,800 $710K 0.31% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,796 $708K 0.01% +184 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,788 $705K <0.01% -622 13F-HR Timeline Group Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,780 $702K 0.25% -10 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,740 $686K 0.26% +12 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,737 $685K 0.02% +58 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,727 $681K 0.04% +28 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,725 $680K 0.16% +119 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,720 $678K 0.03% +14 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,703 $672K 0.09% +66 13F-HR Timeline Group Kopion Asset Management, LLC in group Kopion Asset Management, LLC More: the full row for Kopion Asset Management, LLC 1,680 $663K 0.42% -969 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,668 $658K 0.02% +318 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,666 $657K 0.05% -62 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,652 $652K 0.09% +183 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,636 $646K <0.01% +999 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,600 $631K 0.02% +250 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,594 $628K 0.01% new 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,565 $617K 0.09% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,563 $617K 0.18% +213 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,551 $612K 0.02% -166 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,549 $611K 0.03% +1,110 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,542 $608K 0.15% -116 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,534 $605K 0.33% -68 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 1,527 $602K 0.18% -289 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,514 $597K 0.01% +253 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,500 $592K 0.03% 0 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 1,500 $592K 0.8% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,493 $589K 0.07% +51 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,486 $586K 0.23% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,481 $584K 0.04% -733 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,456 $574K 0.01% +103 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,336 $567K 0.08% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,432 $565K 0.01% -483 13F-HR Timeline Herold Advisors, Inc. 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