OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 36,553 $1.13M 0.06% -240,355 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 38,000 $1.13M 0.01% 0 13F-HR Timeline Group FCG Investment Co More: the full row for FCG Investment Co 37,838 $1.13M 0.49% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,971 $1.07M <0.01% +17,479 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 35,015 $1.04M 0.03% -16,959 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,873 $1.04M <0.01% -8,521 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 34,824 $1.04M 0.03% -1,371 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 34,794 $1.04M 0.04% new 13F-HR/A Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 34,725 $1.03M 0.01% -3,865 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 34,816 $1.03M <0.01% +6,284 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 35,994 $1.02M 0.18% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 34,246 $1.02M 0.06% +12,758 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 33,851 $1.01M 0.05% -35,081 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 32,703 $974K 0.6% +8,397 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 32,519 $968K 0.04% -8,555 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,227 $930K <0.01% -3,503 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30,229 $921K <0.01% -59,784 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 33,348 $903K 0.11% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 30,012 $894K 0.02% +5,268 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 29,097 $867K 0.06% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 28,476 $848K 0.03% +4,565 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 28,674 $848K <0.01% -6,240 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 28,443 $847K <0.01% -15,688 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 28,962 $844K <0.01% -352 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 28,246 $841K 0.04% -2,959 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 27,446 $817K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 27,354 $815K 0.01% -19,996 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 27,216 $810K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 26,400 $786K <0.01% -21,396 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 26,357 $785K <0.01% -2,798 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 25,676 $765K <0.01% -6,246 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 25,312 $752K 0.03% +4,921 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 24,900 $742K 0.24% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 24,859 $740K 0.22% -2,573 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 24,601 $733K 0.13% +15,739 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 24,540 $731K 0.03% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,370 $726K 0.01% -6,591 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 24,090 $717K 0.04% -100 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 23,958 $713K <0.01% -198 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,399 $697K 0.01% -1,996 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 23,799 $691K 0.01% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 23,135 $689K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,788 $686K 0.01% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 22,899 $682K 0.02% -15,031 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22,816 $679K 0.08% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 22,635 $674K 0.04% -1,678 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,795 $649K 0.06% +5,483 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 21,563 $642K <0.01% +516 13F-HR/A Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 21,129 $629K 0.04% -2,311 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,516 $611K <0.01% -40,332 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,000 $596K 0.15% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,899 $593K 0.01% +631 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,763 $589K 0.03% -798 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 19,116 $569K 0.01% +8,087 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 18,749 $558K 0.03% +8,749 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,675 $556K <0.01% +9,851 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 18,658 $555K 0.03% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 18,461 $550K 0.06% -21,429 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 17,740 $528K 0.03% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 17,628 $525K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,616 $525K <0.01% -903 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 17,519 $522K 0.01% +4,608 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 17,489 $521K 0.07% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 16,400 $488K 0.09% -1,913 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 15,691 $467K 0.07% +3,379 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,395 $458K <0.01% +65 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,938 $452K 0.02% +1,302 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 15,254 $443K 0.18% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 14,705 $438K 0.06% -772 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,194 $423K <0.01% +3,334 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,021 $418K 0.01% +321 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 13,741 $409K 0.12% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,377 $398K <0.01% +4,287 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,290 $396K <0.01% -2,017 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,063 $389K 0.04% -3,415 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 13,000 $387K 0.35% -177 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,877 $383K <0.01% -183 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,871 $383K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,104 $369K <0.01% +2,729 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,319 $367K 0.08% -3,616 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 12,300 $356K <0.01% -31,200 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 11,840 $353K 0.03% -553 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 11,738 $348K 0.03% -8,868 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,590 $345K 0.01% +3,254 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,508 $343K 0.01% -1,256 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,448 $341K <0.01% +1,596 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,410 $340K 0.01% +72 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 10,512 $313K 0.01% -3,350 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,332 $308K <0.01% +1,489 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,284 $306K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,234 $305K 0.05% -5,399 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,207 $304K <0.01% -2,046 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,050 $299K <0.01% -2,704 13F-HR Timeline Group KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 10,000 $298K 0.05% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9,740 $290K 0.06% -637 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,000 $290K 0.02% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,949 $288K <0.01% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,653 $287K <0.01% -386 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 9,641 $287K 0.11% -637 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,564 $285K 0.04% -677 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,412 $280K <0.01% +1,672 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,367 $279K <0.01% -3,643 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,050 $270K 0.04% -19 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 8,981 $267K 0.11% +4,510 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,847 $263K 0.03% +684 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,509 $253K 0.01% +229 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 8,446 $252K 0.06% new 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 8,440 $251K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,372 $249K 0.01% +1,515 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,274 $246K 0.05% +7,107 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,210 $244K 0.05% -207 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,157 $243K <0.01% +1,149 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 8,139 $242K 0.09% -16 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,125 $242K <0.01% -749 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,100 $241K <0.01% 0 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 8,029 $239K 0.09% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,028 $239K 0.02% -1,026 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,000 $238K 0.02% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 8,000 $238K 0.06% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 7,982 $238K 0.09% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7,724 $237K 0.03% -4 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 7,851 $234K 0.16% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,721 $230K 0.01% +1,795 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,642 $228K 0.03% +1,975 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,637 $227K 0.01% -39,103 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,564 $225K 0.01% +29 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,552 $225K 0.01% -316 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,521 $224K <0.01% -723 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,100 $211K 0.02% -900 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,067 $210K <0.01% +527 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,030 $209K <0.01% -742 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,935 $207K <0.01% +1,639 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,898 $205K 0.03% -1,230 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,888 $205K 0.09% -6,418 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,813 $203K <0.01% -4,051 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,615 $197K 0.04% -32 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,400 $185K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,166 $184K 0.1% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 6,102 $182K -20,324 Timeline Investors Research Corp More: the full row for Investors Research Corp 5,992 $178K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,792 $172K <0.01% +1,267 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,000 $145K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,651 $138K <0.01% +321 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,641 $135K -1,041 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,368 $130K <0.01% -136 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,216 $126K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,812 $114K 0.02% +864 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,585 $107K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,359 $106K <0.01% +1,311 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,069 $91.4K <0.01% -23,461 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,069 $91.4K 0.04% -623 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $89.3K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,740 $81.6K <0.01% -1,130 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,603 $77.5K <0.01% -541 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,559 $76.2K <0.01% +626 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,500 $72K 0.02% -500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,400 $71.5K 0.06% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,329 $69.4K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,135 $63.6K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,895 $56.4K 0.03% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,838 $54.7K 0.02% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,600 $48.8K 0.04% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,636 $48.7K <0.01% -5 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,549 $46.1K <0.01% -3 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,500 $44.7K 0.02% -500 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,465 $43.6K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,221 $36.4K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,186 $35.3K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,162 $34.6K 0.01% -10,960 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,000 $33.4K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,107 $33K 0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,023 $30.5K 0.01% +446 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,022 $30.4K <0.01% +85 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 950 $29K <0.01% -1,041 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 953 $28.4K <0.01% +55 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 946 $28.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 930 $27.7K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 874 $26K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 834 $24.8K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 666 $19.8K 0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 593 $17.7K <0.01% -125 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 568 $16.9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 537 $16K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 532 $15.8K <0.01% +345 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 514 $15.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 513 $15.3K <0.01% +420 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 500 $14.9K 0.01% -3,300 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 500 $14.9K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 494 $14.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 489 $14.6K <0.01% -85 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 483 $14.4K <0.01% +129 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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