EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,708 $500K 0.01% -2,127 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,702 $499K 0.05% +375 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,683 $495K 0.01% -74 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,680 $495K 0.04% -310 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,674 $494K 0.02% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,652 $489K 0.19% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,639 $487K 0.42% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,543 $469K 0.01% +3 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,475 $468K <0.01% +402 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,520 $465K 0.05% +67 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,504 $462K 0.15% +712 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,478 $457K 0.01% -244,688 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,450 $452K 0.02% -283 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,427 $448K 0.11% -104 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,424 $447K 0.02% +126 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,402 $443K 0.01% +351 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,384 $440K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,375 $438K 0.01% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,374 $438K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,349 $433K 0.04% +145 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,345 $433K 0.01% +149 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,329 $430K 0.14% +914 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,312 $427K <0.01% +617 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,163 $399K 0.01% +82 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,156 $398K 0.09% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,143 $395K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,121 $391K <0.01% +1,057 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,098 $387K 0.04% -606 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,083 $384K 0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,080 $384K 0.01% -434 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,811 $384K 0.12% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,053 $379K 0.04% +138 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,031 $375K 0.01% -193 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 2,030 $375K 0.01% new 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,028 $374K 0.03% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,021 $373K 0.05% +154 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,015 $372K 0.03% +435 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 2,000 $369K 0.17% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,000 $369K 0.07% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,000 $369K 0.1% -1,000 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,987 $367K 0.01% -5,391 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,967 $363K 0.02% +170 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,958 $361K 0.01% +1,782 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,951 $360K 0.02% +167 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,935 $357K <0.01% -923 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,893 $349K 0.13% +76 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,874 $347K <0.01% -1,796 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,870 $345K 0.01% -603 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,868 $345K 0.03% +348 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,858 $343K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,840 $340K <0.01% -87 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,834 $338K 0.06% +259 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,827 $337K 0.01% -4,171 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,824 $337K 0.08% -2,624 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,810 $334K 0.13% -320 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,810 $334K 0.05% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,804 $333K 0.26% new 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,794 $331K 0.01% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,785 $329K 0.01% -325 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,769 $327K 0.01% -24,289 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,767 $326K 0.02% +58 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,760 $325K 0.06% +150 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,750 $323K 0.04% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,737 $321K <0.01% +112 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,718 $317K 0.02% +305 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,690 $312K 0.02% -135 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,689 $312K 0.02% +411 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,680 $310K 0.01% -3,860 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,674 $309K 0.25% +144 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,669 $308K 0.01% -564 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,810 $307K 0.01% -156 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,663 $307K 0.01% -2,215 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,628 $300K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,624 $300K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,624 $300K 0.03% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,613 $298K 0.08% +251 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,611 $297K <0.01% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,611 $297K 0.02% -66,382 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,609 $297K <0.01% -23 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,609 $297K 0.02% +147 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,600 $295K 0.02% +89 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,597 $295K 0.18% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,591 $294K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,567 $289K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,567 $289K 0.01% +88 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,563 $289K 0.01% +208 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,561 $288K <0.01% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,554 $287K 0.02% -14 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,552 $286K <0.01% -5,327 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,541 $284K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,451 $284K 0.01% +3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,534 $283K 0.06% -219 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,530 $282K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,520 $280K <0.01% +135 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,518 $280K 0.01% -108 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,517 $280K 0.03% +1,292 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,417 $277K 0.02% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,500 $277K 0.11% +450 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,499 $277K 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,491 $275K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,490 $275K <0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,483 $273K <0.01% +69 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,480 $273K <0.01% +1,109 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 1,470 $271K 0.01% +4 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,470 $271K 0.05% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,470 $271K 0.05% -3 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,462 $270K 0.03% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,460 $269K <0.01% -258 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,458 $269K 0.01% -1,081 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,457 $269K 0.06% 0 13F-HR Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,442 $266K 0.13% -109 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,437 $265K 0.02% -6 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,423 $263K 0.01% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,423 $263K 0.08% -4 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,417 $262K 0.01% -2,238 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,417 $261K 0.01% -585 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,409 $260K 0.01% +41 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,406 $259K 0.01% -205 13F-HR Timeline Group CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 1,403 $259K 3.12% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,400 $258K 0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,396 $258K <0.01% new 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,392 $257K 0.01% +17 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,374 $254K 0.05% -18 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,374 $253K <0.01% -646 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,341 $247K <0.01% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,339 $247K 0.01% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,341 $247K 0.01% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,333 $246K 0.05% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,322 $244K 0.02% new 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,318 $243K 0.02% -355 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,318 $243K 0.07% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,317 $243K 0.01% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,317 $243K 0.17% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,303 $240K 0.03% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,214 $237K 0.03% new 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,277 $236K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,269 $234K <0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,268 $234K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,267 $234K <0.01% -716 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,257 $232K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,235 $228K 0.01% +210 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,230 $227K 0.12% -1,043 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,224 $226K 0.07% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,222 $225K 0.03% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,221 $225K 0.02% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,214 $224K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,212 $224K <0.01% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,200 $221K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,198 $221K 0.01% new 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,198 $221K 0.06% -2,339 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,162 $219K <0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,180 $218K 0.02% -405 13F-HR Timeline Group Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 1,180 $218K 0.2% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,175 $217K 0.02% -671 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,173 $216K 0.04% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,165 $215K 0.01% -170 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,159 $214K <0.01% -51,788 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,149 $212K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,145 $211K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,141 $211K 0.02% -1,893 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,119 $206K 0.02% +510 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,117 $206K 0.03% -1,293 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,115 $206K 0.01% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,112 $205K 0.04% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,106 $204K 0.11% -383 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,097 $202K 0.01% +730 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,088 $201K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,052 $194K <0.01% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,030 $190K 0.11% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,022 $189K 0.01% -518 13F-HR Timeline Group Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $185K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 978 $180K <0.01% -35,740 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 955 $176K 0.02% -849 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 953 $176K 0.16% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 891 $164K 0.08% +72 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 874 $161K 0.07% +165 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 866 $160K 0.13% -55 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 864 $159K <0.01% -79 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 850 $157K <0.01% +105 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 777 $143K <0.01% -1,802 13F-HR/A Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 733 $135K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 718 $133K 0.01% +27 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 697 $129K <0.01% -142 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 695 $128K 0.08% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 685 $126K <0.01% +538 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 619 $114K <0.01% -10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 615 $113K 0.01% -40 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 615 $113K <0.01% +40 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 610 $113K 0.03% +100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 607 $112K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 605 $112K 0.06% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 586 $108K 0.03% +479 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 571 $105K 0.01% +557 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 567 $105K 0.06% -129 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 533 $98.4K 0.08% +329 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 518 $95.6K 0.01% -6,751 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 476 $87.8K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 433 $79.9K <0.01% +167 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 415 $76.6K 0.02% -8 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 401 $74K <0.01% -239 13F-HR Timeline