Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,127 $321K <0.01% -384 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,090 $319K 0.07% -900 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,050 $317K 0.05% +531 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,042 $317K 0.09% +1,971 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,006 $315K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,961 $313K 0.02% +1,369 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,897 $310K <0.01% +265 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 6,893 $310K 0.03% +1,079 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,882 $309K 0.02% -765 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,873 $309K 0.01% -780 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,815 $306K 0.01% -2,790 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,772 $305K 0.17% -821 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,755 $304K 0.02% -567 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,729 $303K 0.07% -433 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,777 $302K 0.02% -1,137 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,672 $300K 0.02% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,604 $297K 0.02% -3,461 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,574 $296K 0.02% +269 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,554 $295K 0.02% 0 13F-HR/A Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,542 $294K 0.04% +2,336 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,527 $294K 0.01% +1,336 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,520 $293K 0.04% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 6,501 $292K 0.03% -68 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,486 $292K 0.01% -16 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,457 $290K 0.03% -252 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 6,426 $289K 0.12% -559 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,401 $288K 0.12% -538 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,234 $280K 0.01% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 6,200 $279K 0.05% -1,200 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,150 $277K 0.01% -1,221 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,144 $276K 0.01% +814 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,113 $275K 0.01% -877 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,023 $271K 0.01% -88 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,021 $271K 0.03% +334 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,019 $271K 1.46% +1,869 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,016 $271K 0.05% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,000 $270K 0.08% -4,000 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,004 $270K 0.01% -4 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,021 $266K 0.01% +580 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 5,799 $261K 0.13% -293 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,777 $260K 0.01% -1,043 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,591 $251K 0.02% -2,585 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 5,569 $250K 0.01% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,556 $250K 0.09% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,517 $248K 0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,510 $248K 0.12% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,468 $246K 0.01% -500 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,467 $246K 0.02% +750 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,439 $245K 0.04% +100 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,395 $243K 0.01% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,390 $242K <0.01% +134 13F-HR Timeline Group MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 5,306 $239K 0.04% -1,221 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,633 $236K <0.01% +246 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,243 $236K 0.03% -1,567 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,241 $236K 0.01% -356 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,226 $235K <0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,200 $234K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,197 $234K 0.03% -1,174 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,196 $234K 0.02% +242 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 5,183 $233K 0.09% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,175 $233K 0.01% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 5,158 $232K 0.02% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,123 $230K 0.01% -61 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,112 $230K 0.02% -2,239 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,052 $227K <0.01% +11 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,005 $225K 0.02% -613 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 5,000 $225K 0.25% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,971 $224K 0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,970 $224K 0.04% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,944 $222K <0.01% +687 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,891 $220K 0.11% -3,065 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,867 $219K 0.02% -3,993 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,859 $219K 0.04% -29 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,808 $216K <0.01% 0 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,774 $215K 0.01% -2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,752 $214K 0.12% +1,164 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,724 $212K 0.01% -1,000 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,722 $212K 0.01% -284 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,719 $212K 0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,698 $211K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,690 $211K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,660 $210K 0.01% -2,616 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,644 $209K 0.01% -3,326 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,628 $208K 0.02% +4,549 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,621 $208K <0.01% -437 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,581 $206K +991 Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,555 $205K 0.06% +298 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,560 $205K <0.01% +89 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,511 $203K 0.01% -1,178 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,504 $203K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,502 $202K 0.06% 0 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,488 $202K 0.01% -185 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 13,364 $202K 0.01% -33,094 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,480 $201K 0.03% -69,904 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,456 $200K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,364 $196K 0.06% +4,281 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,310 $194K <0.01% -119 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,945 $177K 0.01% +2,467 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,907 $176K 0.01% +3,149 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,805 $171K 0.01% -834 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,679 $165K 0.01% -184 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,457 $155K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,125 $141K 0.05% +3,115 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,920 $131K <0.01% -59,694 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,688 $121K 0.07% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,607 $117K 0.08% -337 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,582 $116K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,580 $116K <0.01% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 2,555 $115K 0.05% +332 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,505 $113K 0.01% -32 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,504 $112K 0.01% -14 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,344 $105K 0.07% +88 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,326 $105K 0.1% +434 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,311 $104K 0.07% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,643 $101K <0.01% +821 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2,200 $98.9K 0.04% -69 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,117 $95K 0.06% -390 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,088 $93.9K <0.01% +244 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,084 $93.7K <0.01% +342 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,043 $91.9K 0.01% +31 13F-HR Timeline Trust Co More: the full row for Trust Co 2,029 $91.2K 0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,000 $89.9K <0.01% -26,000 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,969 $88.5K 0.01% -4,934 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,956 $88K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,933 $86.9K 0.06% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,929 $86.8K 0.07% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,925 $86.6K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,916 $86.2K 0.05% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,804 $81.1K <0.01% +296 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,803 $81.1K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,786 $78.7K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,748 $78.6K 0.06% -322 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,692 $76.1K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,598 $71.9K <0.01% +1,425 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,585 $71.3K <0.01% -120,592 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,582 $71.2K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,575 $70.8K <0.01% -64 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,430 $64.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,363 $61.3K <0.01% +366 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,348 $60.6K 0.02% -19 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,340 $60.3K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,340 $60K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,317 $59.2K <0.01% +215 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,285 $57.8K <0.01% +102 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,276 $57.4K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,270 $57.1K +840 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,249 $56.2K 0.01% +142 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,240 $55.8K 0.01% -800 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,214 $54.6K 0.01% -13 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,211 $54.5K 0.03% +476 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,208 $54.3K <0.01% -117,954 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,201 $54K 0.02% +1,112 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,166 $52.4K 0.01% +615 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,143 $51.4K <0.01% -383 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,120 $50.4K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,117 $50.2K <0.01% +45 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,101 $49.5K 0.01% +41 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,090 $49K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,065 $47.9K <0.01% +13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,031 $46.4K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 987 $44.5K <0.01% +318 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 968 $43.5K 0.02% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 94,363 $42.4K 0.74% +24,179 13F-HR Timeline Quarry LP More: the full row for Quarry LP 929 $41.8K 0.01% -142 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 912 $41K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 910 $41K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 900 $40.5K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 878 $39.5K <0.01% +445 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 876 $39.4K 0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 873 $39.3K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 872 $39.2K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 870 $39.1K 0.01% -620 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 864 $38.9K 0.02% +548 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 818 $36.8K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 804 $36.2K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 817 $36K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 794 $35.7K <0.01% -1,389 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 792 $35.6K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 790 $35.5K 0.02% -118 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 774 $34.8K 0.01% +80 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 702 $31.6K <0.01% -33 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 730 $31K <0.01% +256 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 665 $29.9K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 653 $29.4K <0.01% +363 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 652 $29.3K <0.01% -276 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 638 $28.7K 0.03% -186 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 627 $28.2K <0.01% -1 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 616 $27.7K <0.01% -3,798 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 608 $27.3K <0.01% -123 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 612 $27.1K 0.03% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 600 $27K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 566 $25K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 540 $24.3K <0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 513 $23.1K 0.01% +22 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 512 $23K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 500 $22.5K <0.01% -35 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 496 $22.3K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 489 $22K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 486 $21.9K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 475 $21.4K <0.01% -1 13F-HR Timeline