OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,510 $1.76M 1.24% +1,416 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,507 $1.76M 0.03% -1,593 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,502 $1.76M 1.46% -296 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,485 $1.75M 0.16% +2,322 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,478 $1.75M 0.44% +342 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,476 $1.75M 0.05% -282 13F-HR/A Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,466 $1.74M 0.64% +7 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,464 $1.74M 1.21% +25 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,461 $1.74M 0.02% +3,924 13F-HR Timeline Group Palidye Holdings (Caymans) Ltd in group Palidye Holdings (Caymans) Ltd More: the full row for Palidye Holdings (Caymans) Ltd 4,451 $1.74M 0.32% new 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,426 $1.73M 0.27% -348 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 4,332 $1.72M 0.07% +1,032 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,391 $1.71M 0.39% +1,033 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,368 $1.71M 0.18% new 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,365 $1.7M 1.56% +113 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,922 $1.69M 0.85% +119 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,336 $1.69M 0.64% -9 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,335 $1.69M 0.52% +1,012 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,328 $1.69M 0.63% -1,210 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,325 $1.69M 0.12% -1,928 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,322 $1.69M 0.1% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,269 $1.67M 0.02% +649 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 4,263 $1.66M 0.25% +1,179 13F-HR/A Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 4,229 $1.65M 2.46% -9,776 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,221 $1.65M 0.39% -967 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,201 $1.64M 0.02% -1 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 4,200 $1.64M 0.83% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,198 $1.64M 0.06% +992 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,196 $1.64M 0.6% +129 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,182 $1.63M 0.06% -612 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,177 $1.63M 0.2% +150 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,177 $1.63M 0.29% -78 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,164 $1.63M 0.03% +1,258 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,156 $1.62M 0.16% -279 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,146 $1.62M 0.16% +909 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 4,134 $1.61M 1.01% +96 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 4,125 $1.61M 1.12% +3,520 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,123 $1.61M 0.45% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,121 $1.61M 0.99% -20 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,104 $1.6M 0.08% +59 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,083 $1.59M 0.38% +2,658 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,082 $1.59M 0.1% +346 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,072 $1.59M 0.15% -23 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,068 $1.59M 0.39% +477 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,061 $1.59M 0.58% +507 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,059 $1.58M 0.35% +29 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,045 $1.58M 0.74% +48 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,052 $1.58M 0.05% -57 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,043 $1.58M 0.82% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,023 $1.57M 0.11% +328 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,020 $1.57M 0.92% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,263 $1.56M 1.17% -6,130 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,005 $1.56M 0.01% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,000 $1.56M 0.04% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,942 $1.54M 0.15% +1,083 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,925 $1.53M 0.26% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,892 $1.52M 0.43% -135 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,876 $1.51M 0.1% +14 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,870 $1.51M 1.14% -205 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,862 $1.51M 0.25% +16 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,858 $1.51M 0.1% +2,083 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,811 $1.49M 0.45% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,806 $1.49M 0.39% -2,152 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,852 $1.48M 0.1% -247 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,789 $1.48M 0.01% +1,824 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,788 $1.48M 0.07% +181 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,788 $1.48M 0.27% -9,346 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 3,781 $1.48M 0.63% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 3,780 $1.48M 0.35% +2,820 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,772 $1.47M 0.07% -1,238 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,732 $1.46M 0.22% +246 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,587 $1.46M 0.14% +85 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,718 $1.45M 0.05% +5 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,716 $1.45M 0.02% -409 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,716 $1.45M 0.48% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,032 $1.45M 0.46% -450 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,701 $1.45M 0.12% +2,101 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 3,712 $1.45M 1.43% -50 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,705 $1.45M 0.57% +222 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,704 $1.45M 0.06% +33 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,704 $1.45M 0.71% +172 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,680 $1.45M 0.04% -3,692 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,686 $1.44M 0.25% +481 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,671 $1.43M 1% +1,313 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,659 $1.43M 0.18% -4,843 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,635 $1.42M 0.11% -514 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 3,635 $1.42M 1.61% +1,092 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,634 $1.42M 0.01% +119 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,627 $1.42M 0.38% 0 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 3,585 $1.4M 0.35% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,553 $1.39M 0.74% +107 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,541 $1.38M 0.14% +1,669 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,531 $1.38M 0.12% +188 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,503 $1.37M 1.06% +1,110 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,500 $1.37M 1.18% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,486 $1.36M 0.09% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,470 $1.35M 0.91% +30 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,462 $1.35M 0.39% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,432 $1.35M 0.09% -244 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,449 $1.35M 1.28% +341 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,442 $1.34M 0.67% +188 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,437 $1.34M 0.12% +81 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,429 $1.34M 0.02% +771 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,429 $1.34M 0.05% +1,736 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,422 $1.34M 0.08% -655 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,419 $1.33M 0.1% +579 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,415 $1.33M 1.49% +301 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,840 $1.33M 0.06% -25 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,405 $1.33M 0.33% +173 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 3,400 $1.33M 0.25% -592 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,398 $1.33M 0.05% -262 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,390 $1.32M 0.06% +360 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,335 $1.3M 0.22% -5,335 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,333 $1.3M 0.01% -41 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,331 $1.3M 0.44% +962 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,323 $1.3M 0.02% +261 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,321 $1.3M 0.02% -243 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,314 $1.29M 0.22% -78 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 3,294 $1.29M 0.03% 0 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 3,281 $1.28M 0.94% +111 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,268 $1.28M 0.06% +636 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,256 $1.27M 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,247 $1.27M 0.01% -518 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,247 $1.27M 0.01% -346 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 3,238 $1.26M 0.19% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,236 $1.26M 0.16% +124 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,217 $1.26M 1.19% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,275 $1.24M 0.04% +432 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,188 $1.24M 0.02% -3,985 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,185 $1.24M 0.22% +47 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,181 $1.24M 0.56% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,170 $1.24M 0.11% -1,261 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,169 $1.24M 0.05% new 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,161 $1.23M 0.68% +1 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,160 $1.23M 0.08% +1,394 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,152 $1.23M 0.04% -51,963 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,138 $1.23M 0.31% -3,338 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,138 $1.23M 0.27% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,129 $1.22M 0.03% +604 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,128 $1.22M 0.09% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,128 $1.22M 0.21% -1,200 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,105 $1.21M 1.14% +173 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,092 $1.21M 0.02% -6,174 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 3,089 $1.21M 0.49% -1,984 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,081 $1.2M 0.04% -919 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,080 $1.2M 1.21% +92 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,031 $1.18M 0.74% +155 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,030 $1.18M 0.29% -1,791 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,021 $1.18M 0.15% -540 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,020 $1.18M 0.36% +1,175 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,017 $1.18M <0.01% +2,418 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,014 $1.18M 0.25% -472 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,009 $1.17M 0.33% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,004 $1.17M 0.13% +280 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 3,000 $1.17M 0.34% -2,000 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,996 $1.17M 0.32% +124 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 2,988 $1.17M 0.88% +885 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,985 $1.17M 0.79% +23 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,963 $1.16M 0.07% +838 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,960 $1.16M 0.05% +198 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,713 $1.15M 0.52% -1,126 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,932 $1.14M 0.02% -787 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,928 $1.14M 0.1% -118 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,928 $1.14M 0.14% +884 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 2,925 $1.14M 0.57% +580 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 2,921 $1.14M 0.12% +924 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,914 $1.14M 0.42% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,875 $1.12M 0.23% +300 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,871 $1.12M 0.01% -298 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,865 $1.12M 0.71% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,859 $1.12M 0.02% +19 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,846 $1.11M 0.37% -482 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,842 $1.11M 0.01% -7,733 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,838 $1.11M 0.19% +91 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,833 $1.11M 1.02% +793 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,829 $1.1M 0.02% -143 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,821 $1.1M 0.06% +416 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,806 $1.1M 0.52% -30 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,787 $1.09M 0.01% -282 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,780 $1.09M 0.25% +66 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,779 $1.08M 1.03% +105 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,774 $1.08M 0.28% -79 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,766 $1.08M 0.26% +94 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,756 $1.08M 0.4% -78 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,746 $1.07M 0.14% -5 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,745 $1.07M 0.76% +394 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,149 $1.07M 0.01% +630 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,732 $1.07M 0.53% +280 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,730 $1.07M +560 Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,366 $1.07M 0.37% +157 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,720 $1.06M 0.07% +15 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,720 $1.06M 1.04% +689 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,717 $1.06M 0.02% -3,142 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,714 $1.06M <0.01% +289 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,709 $1.06M 0.06% +109 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,692 $1.05M 0.51% +65 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,686 $1.05M 0.81% -20 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,664 $1.04M 0.53% +200 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,659 $1.04M 0.75% +84 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,657 $1.04M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.