Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,519 $593K 0.02% +23 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,518 $593K 0.06% +32 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,513 $591K 0.19% +463 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,510 $590K 0.01% -425 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,509 $589K 0.04% +2 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,306 $587K 0.06% -209 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 1,500 $586K 0.06% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,497 $584K 0.16% +49 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,495 $584K 0.13% +17 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,494 $583K 0.08% -370 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 794 $580K 0.07% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,480 $578K 0.25% -14 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,478 $577K 0.2% -40 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,474 $575K 0.02% +59 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,469 $574K 0.25% +70 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 1,467 $573K 0.45% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,457 $569K 0.06% +466 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,456 $568K 0.22% +266 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,454 $568K 0.02% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,448 $568K 0.02% +917 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,450 $566K 0.13% +32 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,449 $566K 0.01% +338 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,448 $565K 0.03% +353 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,441 $563K 0.07% +143 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,430 $558K 0.76% -220 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,419 $554K 0.03% -2,016 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,411 $551K 0.11% +107 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,407 $549K 0.41% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,404 $548K 0.45% +212 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,400 $547K 0.1% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,398 $546K 0.04% -47 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,397 $545K 0.02% -417 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,394 $544K 0.1% -420 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 1,394 $544K 0.38% -6,661 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,390 $543K 0.06% +194 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,367 $534K 0.39% -53 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,364 $533K 0.02% +4 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,364 $532K 0.13% +66 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,359 $531K 0.12% -118 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,357 $530K 0.01% +27 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,353 $528K 0.04% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,341 $524K 0.11% +28 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,331 $520K 0.04% +158 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,329 $519K 0.06% +46 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,329 $519K 0.18% -500 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,328 $518K 0.05% +326 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,324 $517K 0.1% +51 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,321 $516K 0.05% +96 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,320 $515K 0.01% +36 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,320 $515K 0.05% +114 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,318 $515K 0.09% -40 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,318 $515K 0.25% new 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,318 $514K 0.02% -3,023 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 1,079 $514K 0.48% 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,313 $513K 0.37% +75 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,313 $513K 0.03% +45 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,311 $512K 0.35% +23 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,308 $511K 0.11% +379 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,303 $509K 0.48% -15 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,302 $508K 0.35% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,114 $508K 0.36% +11 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,297 $506K 0.2% 13F-HR/A Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,133 $505K 0.1% -29 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,294 $505K 0.03% +156 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,289 $503K 0.02% +82 13F-HR/A Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,285 $502K 0.24% -435 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,279 $499K 0.01% +12 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,279 $499K 0.52% +198 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,277 $499K 0.18% +160 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,272 $497K 0.05% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 1,270 $496K 0.1% -50 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,265 $494K 0.1% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,262 $493K 0.13% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,261 $492K 0.02% -5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,257 $491K 0.11% +126 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,257 $491K 0.26% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,250 $488K 0.01% -9,460 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,250 $488K 0.44% -140 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,140 $486K 0.13% +400 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,242 $485K 0.12% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,241 $485K 0.01% +82 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,238 $483K 0.29% -57 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,236 $483K 0.41% +81 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,235 $482K 0.03% +55 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 1,234 $482K 0.22% new 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,232 $481K 0.3% -100 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,227 $479K 0.2% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,226 $479K 0.04% +57 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,218 $475K 0.09% -40 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,217 $475K 0.02% +264 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,212 $473K 1.64% +550 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,210 $472K 0.15% -24 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 990 $472K 0.11% -249 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,208 $472K 0.36% +217 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,205 $470K 0.05% +29 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 1,204 $470K +372 Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,202 $469K 0.07% +600 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,201 $469K 0.1% +2 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,200 $468K 0.05% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,200 $468K 0.08% -50 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,198 $468K 0.05% -37 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,197 $467K <0.01% -304 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,226 $466K 0.01% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,190 $465K 0.06% +75 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,190 $465K 0.07% -34 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,187 $463K 0.06% +50 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,180 $461K 0.01% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,178 $460K 0.09% -10 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,178 $460K 0.04% -69 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,177 $460K 0.4% +28 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,175 $459K 0.05% +95 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,170 $457K 0.01% +199 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,161 $453K 0.32% -1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,161 $453K 0.3% -119 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,153 $450K 0.04% +459 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,058 $449K 0.01% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,146 $447K 0.02% +446 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,145 $447K 0.29% -1,066 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,144 $447K 0.12% +69 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,142 $446K 0.05% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,140 $445K 0.03% +170 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,140 $445K 0.54% -31 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,138 $444K 0.01% -876 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,136 $444K 0.04% -366 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,122 $438K 0.28% -190 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,120 $437K 0.01% -197 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,120 $437K 0.32% -14 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,116 $436K 0.03% -250 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,116 $436K 0.23% +2 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,115 $435K 0.3% +15 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,111 $434K 0.01% +525 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,109 $433K 0.02% +449 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,109 $433K 0.01% -122 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,108 $433K 0.06% +418 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,106 $432K <0.01% +182 13F-HR Timeline Group SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,106 $432K 0.32% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,104 $431K 0.17% -985 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,102 $430K 0.1% +88 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,102 $430K <0.01% -615 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,100 $430K 0.07% +1 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,097 $428K 0.01% -127 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,090 $426K 0.11% +150 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,090 $426K 0.04% -10,367 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,089 $425K 0.05% +161 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,089 $425K 0.14% +100 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,085 $424K 0.12% +63 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,085 $424K 0.13% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,083 $423K 0.11% +87 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,081 $422K 0.04% -102 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,095 $421K 0.06% -47 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,070 $418K <0.01% +136 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 1,064 $415K 0.41% -17 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,059 $413K 0.33% +115 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,058 $413K 0.16% +138 13F-HR/A Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,048 $413K 0.28% +123 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,055 $412K 0.35% +139 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,052 $411K 0.04% -222 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,048 $409K 0.02% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,046 $408K 0.19% -33 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,045 $408K 0.05% +205 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,045 $408K 0.16% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,044 $408K 0.13% +124 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,044 $408K 0.01% +322 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,043 $407K 0.02% +112 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,043 $407K 0.02% -233 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,034 $407K 0.02% +53 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,041 $406K 0.01% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,040 $406K 0.02% +74 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,036 $405K 0.03% -9 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,034 $404K 0.07% new 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,030 $402K 0.99% +31 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,028 $401K 0.02% +157 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,028 $401K 0.06% -24 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,028 $401K 0.22% +130 13F-HR/A Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,026 $401K 0.01% new 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 1,025 $400K 0.03% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,025 $400K 0.06% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,000 $398K 0.23% -100 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,019 $398K 0.23% -25 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,016 $397K 0.04% +47 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,014 $396K 0.14% +79 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,014 $396K 0.21% -177 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,013 $395K 0.01% +268 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,013 $395K 0.04% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,012 $395K <0.01% -372 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,012 $395K 0.09% +32 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,011 $395K 0.03% +81 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,008 $394K <0.01% -571 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,005 $392K 0.3% +300 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,005 $392K 0.44% -107 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,004 $392K 0.18% -100 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,002 $391K 0.04% +370 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,002 $391K 0.14% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $390K 0.17% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,000 $390K <0.01% 0 13F-HR Timeline Group HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $390K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,000 $390K 0.08% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $390K 0.08% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,000 $390K 0.17% 0 13F-HR/A Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $390K 0.17% 0 13F-HR Timeline