Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,166 $1.34M 0.01% -13,079 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,149 $1.34M 0.02% +2,018 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,115 $1.33M 0.02% -695 13F-HR Timeline Group Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 9,111 $1.33M 0.56% +1,592 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 9,070 $1.33M 0.77% +420 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,766 $1.32M <0.01% +16 13F-HR Timeline Pinegrove Venture Partners, LLC More: the full row for Pinegrove Venture Partners, LLC 8,832 $1.29M 17.44% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,602 $1.26M <0.01% -74,739 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,548 $1.25M 0.03% +3,474 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,517 $1.25M 0.17% -8 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 8,476 $1.24M 0.03% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 8,305 $1.21M 0.04% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,195 $1.2M 0.02% -118 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,178 $1.2M 0.13% +3,914 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,177 $1.2M 0.01% +2,916 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 8,136 $1.19M 0.03% 0 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,134 $1.19M 0.12% new 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 8,127 $1.19M 0.39% +8 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,812 $1.14M 0.35% -66 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,810 $1.14M 0.05% -10 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 7,771 $1.14M 0.59% +2,351 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,635 $1.12M 0.01% +1,247 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,412 $1.08M 0.02% -835 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 7,400 $1.08M 0.38% 0 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,326 $1.07M 0.39% +120 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,309 $1.07M 0.09% +250 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,226 $1.06M 0.02% +157 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,132 $1.04M 0.01% +114 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,080 $1.04M 0.02% +2,104 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,079 $1.03M 0.02% -83 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,051 $1.03M 0.18% +210 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 7,000 $1.02M 0.04% -3,357 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,960 $1.02M 0.04% -1,567 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,852 $1M 0.04% -3,300 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,848 $1M 0.49% +359 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,474 $993K 0.98% -1,399 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 6,759 $988K 0.01% -3,671 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,721 $983K 0.07% -141 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,698 $979K 0.02% +2,589 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,630 $969K 0.02% -319 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 6,627 $969K 0.04% +186 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 6,597 $964K 0.58% +3,430 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,593 $964K <0.01% -2,342 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,543 $957K 0.05% +122 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,536 $956K <0.01% -530 13F-HR Timeline Group J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 6,453 $943K 0.18% +1,163 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,414 $939K 0.01% +303 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,942 $934K 0.03% -105 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 6,340 $927K 0.43% +860 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,296 $920K 0.01% -33 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 6,145 $898K 0.01% -6,307 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,108 $893K 0.01% -21,634 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,084 $889K 0.02% -1,787 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,053 $885K <0.01% -731 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,990 $876K 0.01% -954 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,968 $872K 0.04% +823 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 5,940 $868K 0.04% -5,311 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 5,928 $867K 0.01% -8,461 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,925 $866K 0.1% 0 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 5,860 $857K 0.02% -831 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,770 $843K 0.02% +1,232 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,724 $837K <0.01% +1,030 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,694 $832K 0.23% -64 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,685 $831K 0.32% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,679 $830K 0.01% -16 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 5,662 $828K 0.03% +3,643 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,645 $825K 0.01% +160 13F-HR/A Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 5,639 $824K 0.35% -225 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 5,592 $817K 0.01% -1,148 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,566 $814K 0.01% -2,308 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,530 $808K 0.02% -989 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,509 $805K 0.01% -718 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,438 $797K 0.05% +722 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,429 $794K 0.01% +276 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,363 $784K 0.03% -6,586 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,351 $782K 0.01% -234 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,335 $780K 0.01% -571 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,280 $772K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,243 $766K +1,511 Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,205 $761K 0.19% -51 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,182 $758K <0.01% +31 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 5,150 $753K 0.04% +1,500 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 5,147 $752K 0.07% +534 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 5,092 $744K 0.07% -6,260 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,089 $744K <0.01% +1,100 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 5,072 $741K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 5,055 $739K 0.02% -19,190 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 5,000 $731K 0.18% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,993 $730K 0.1% +74 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,974 $727K 0.02% +32 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,943 $723K 0.29% +123 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,902 $717K 0.02% -1,298 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,838 $707K 0.06% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,750 $694K 0.12% -175 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,746 $694K 0.33% -730 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,697 $687K 0.05% -1,225 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,622 $676K 0.04% +715 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,615 $675K 0.02% -1,460 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,455 $651K 0.01% -264 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,420 $646K <0.01% new 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 4,400 $643K 0.2% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,386 $641K 0.01% -1,002 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,373 $639K 0.03% -1,399 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,370 $639K <0.01% -818 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,315 $631K <0.01% +948 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,268 $624K 0.01% -389 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 4,265 $624K 0.02% +290 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,185 $612K 0.21% +503 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,163 $609K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,137 $605K 0.01% +343 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 4,100 $599K <0.01% -34,500 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,062 $594K 0.14% -361 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,055 $593K 0.05% -45 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,055 $593K 0.05% -250 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,007 $586K 0.21% 0 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,995 $584K 0.4% +871 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,979 $582K <0.01% -349 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,948 $577K 0.01% +359 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,941 $576K 0.06% +202 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,918 $573K 0.02% -465 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,916 $571K 0.03% +476 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 3,905 $571K 0.16% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,844 $562K 0.03% -202 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,828 $560K 0.09% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,810 $557K 0.01% -2,056 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,752 $549K 0.01% new 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 3,726 $545K -5,646 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,708 $542K 0.01% +632 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,702 $541K <0.01% -29 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,689 $539K <0.01% -5,751 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 3,681 $538K 0.04% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,666 $536K <0.01% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,654 $534K 0.07% +23 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 3,650 $534K 0.02% -2,350 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,641 $532K -992 Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 3,610 $528K +210 Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,254 $524K 0.01% +2,153 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,579 $523K 0.01% -1,303 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,569 $522K <0.01% +72 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,536 $517K 0.01% +350 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,528 $516K 0.24% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,508 $513K 0.01% -279 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,376 $512K 0.02% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,468 $507K 0.21% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,467 $507K <0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,459 $506K <0.01% -248 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,448 $504K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,444 $503K 0.02% +189 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,443 $503K 0.08% -2,089 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,439 $503K 0.04% -3,236 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,411 $499K 0.23% +468 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,870 $497K 0.01% -256 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,381 $494K 0.01% +69 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,375 $493K <0.01% +1,014 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,356 $491K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,325 $486K 0.07% -114 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,319 $485K 0.12% +667 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,314 $484K 0.01% -200 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,298 $482K <0.01% +21 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 3,279 $479K 0.29% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,273 $479K <0.01% -145 13F-HR/A Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,266 $477K 0.05% +901 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,254 $476K 0.03% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,251 $475K 0.04% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,247 $475K 0.01% -73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 3,241 $474K 0.35% +44 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,239 $474K 0.02% +25 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,206 $469K <0.01% -139 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,944 $468K 0.01% -1,366 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 3,185 $466K 0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,146 $460K 0.01% +1,345 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,125 $457K <0.01% -7,465 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,789 $456K 0.01% -639 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,100 $453K 0.04% -100 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,052 $446K <0.01% +1,072 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,024 $442K 0.01% +247 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,000 $439K <0.01% 0 13F-HR Timeline Group Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,000 $439K 0.32% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,998 $438K 0.01% -6,014 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,991 $437K 0.02% -1,675 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,983 $436K 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,974 $435K <0.01% -5,014 13F-HR Timeline Group Patten Group, Inc. 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