THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 4,686 $553K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,651 $552K 0.01% +759 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,671 $551K <0.01% +624 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,657 $550K 0.01% +2,084 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 4,599 $543K <0.01% -5,563 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,597 $543K 0.04% -1,376 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,553 $537K 0.06% -1,571 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,630 $536K 0.02% +2,670 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 3,860 $533K 0.5% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,482 $529K 0.22% +2,367 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 4,473 $528K 0.04% +1,445 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,439 $524K 0.02% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 4,410 $521K 0.01% -72,823 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,385 $518K 0.08% +1,546 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,357 $514K 0.03% -670 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,304 $508K 0.01% +1,258 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 4,300 $508K 0.13% -2,940 13F-HR/A Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,277 $505K 0.2% -2,970 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,244 $501K 0.08% -5,017 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,235 $500K 0.2% -560 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,211 $497K 0.01% -18,676 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,167 $492K 0.03% +127 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,150 $490K <0.01% +1,962 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,079 $482K 0.01% -120,146 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,000 $472K 0.39% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,991 $471K 0.01% +492 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,970 $469K 0.01% -34 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,967 $468K 0.03% new 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 3,970 $460K 0.36% -1,064 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,886 $459K 0.01% +196 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,846 $454K <0.01% +1,001 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,760 $444K 0.08% +1,871 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,746 $442K 0.01% +936 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,746 $442K <0.01% +155 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,738 $441K <0.01% +431 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,238 $440K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,668 $433K 0.03% +1,129 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,638 $429K 0.03% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,612 $426K 0.04% +548 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,597 $425K 0.01% -4,876 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,577 $422K 0.27% -74 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,546 $419K 0.18% +12 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,592 $418K 0.01% +1,217 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,539 $418K <0.01% -121 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 3,531 $417K <0.01% -33,988 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,508 $414K 0.27% -87 13F-HR Timeline TOBAM More: the full row for TOBAM 3,378 $399K 0.1% -3,722 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,911 $396K 0.04% +133 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,331 $393K 0.01% +1,335 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,312 $391K 0.1% -5,177 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,310 $391K 0.03% +235 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,304 $390K +3,162 Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,289 $388K 0.08% +62 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,275 $387K <0.01% -525 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,270 $386K 0.01% +255 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,253 $384K <0.01% -374 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,252 $384K 0.04% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,248 $383K <0.01% +1,356 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,223 $380K 0.01% -624 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,194 $377K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,192 $377K 0.06% -750 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,185 $376K 0.01% -129 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,152 $372K <0.01% -470 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,147 $372K 0.1% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,147 $372K 0.01% +1,335 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,850 $370K 0.01% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,133 $370K 0.24% +26 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,124 $369K 0.05% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,120 $368K 0.03% +878 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,116 $368K 0.07% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,077 $363K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,071 $363K 0.01% -422 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,993 $353K 0.02% +1,454 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,975 $352K 0.05% 0 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,979 $352K 0.26% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,973 $351K 0.01% -365 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,972 $351K 0.01% +541 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,970 $351K 0.12% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,950 $348K 0.01% +148 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 2,945 $348K 0.02% -2,714 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,938 $347K <0.01% +303 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,934 $346K 0.05% +3 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,908 $345K 0.01% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,922 $345K <0.01% +594 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,573 $345K 0.02% new 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 2,965 $343K <0.01% -1,734 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,902 $343K 0.18% +36 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,885 $341K 0.01% -256 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,878 $340K 0.04% +18 13F-HR Timeline AlpInvest Partners B.V. More: the full row for AlpInvest Partners B.V. 2,830 $334K 0.67% -943 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,827 $334K 0.01% +546 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,821 $333K 0.01% +171 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,812 $332K 0.02% -8 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,796 $330K 0.02% +1,208 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,486 $330K 0.03% -647 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,756 $325K 0.06% +1,226 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,754 $325K 0.03% +230 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,746 $324K 0.05% -161 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,681 $316K 0.01% -2,253 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,675 $316K 0.01% 0 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,664 $314K 0.04% +2 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,652 $313K 0.01% new 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,636 $311K 0.11% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,629 $310K 0.03% +822 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,624 $310K 0.11% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,818 $307K 0.02% +436 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,597 $307K 0.11% +1,816 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,536 $299K 0.07% +291 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,520 $297K 0.02% -1,129 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,463 $296K 0.01% +734 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,500 $295K 0.06% new 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 2,500 $295K 0.18% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,498 $295K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,474 $292K <0.01% +661 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,460 $290K 0.02% +273 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,448 $289K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,447 $289K 0.01% +118 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,400 $283K 0.14% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,384 $281K 0.05% -36,166 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,383 $281K <0.01% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,128 $281K 0.09% -829 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,363 $279K 0.02% +397 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,340 $276K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,337 $276K 0.01% -197 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,336 $276K <0.01% -1,543 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,302 $272K 0.02% -2,910 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,296 $271K 0.01% +8 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,295 $271K 0.16% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,264 $267K 0.01% +5 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,260 $267K <0.01% -1,159 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,240 $264K 0.05% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,233 $264K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,228 $263K 0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,216 $262K 0.03% +144 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,215 $261K 0.01% -89 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,204 $260K 0.07% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,197 $259K 0.12% -23 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,187 $258K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,185 $258K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,185 $258K 0.02% +604 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,182 $258K 0.06% +117 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,172 $256K <0.01% -3,791 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,151 $254K 0.02% +409 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,148 $254K 0.01% +522 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,148 $254K 0.09% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,143 $253K 0.03% +29 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,124 $251K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,100 $248K 0.04% -200 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,094 $247K 0.07% +2,074 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,061 $243K 0.11% +238 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,007 $237K 0.01% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,006 $237K 0.02% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,039 $236K 0.04% -165 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,000 $236K 0.05% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,997 $236K 0.07% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,997 $236K 0.19% -664 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,993 $235K 0.02% +307 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,970 $233K 0.03% +102 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,965 $232K 0.02% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,962 $232K 0.03% -2 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,952 $230K 0.02% -273 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,946 $230K 0.03% +76 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,945 $230K 0.01% -488 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,935 $228K 0.05% +84 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,928 $228K 0.01% -436 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,927 $227K <0.01% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,920 $227K 0.05% -297 13F-HR Timeline Advent International, L.P. in group Advent International, L.P. More: the full row for Advent International, L.P. 1,900 $224K 0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,895 $224K 0.01% +1,622 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,876 $221K 0.02% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,870 $221K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,863 $220K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,858 $219K <0.01% -13,869 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,840 $217K 0.11% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,840 $217K 0.01% new 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,822 $215K <0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,815 $214K <0.01% -2,013 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,804 $213K 0.04% +184 13F-HR/A Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,892 $209K 0.09% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 1,764 $208K 0.12% -385 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,747 $206K 0.11% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,747 $206K 0.09% -1,691 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,982 $205K 0.06% -1,612 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,735 $205K 0.02% +131 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,708 $202K <0.01% -1,576 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,707 $202K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,682 $199K <0.01% +900 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,570 $185K <0.01% -1,264 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,461 $173K <0.01% -774 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,423 $168K 0.01% +299 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,397 $165K 0.01% +1,179 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,303 $154K 0.03% +817 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,265 $149K 0.66% -8,306 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,200 $142K 0.02% +600 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,152 $136K 0.06% +72 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,132 $134K 0.08% +801 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,080 $127K 0.05% +11 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,055 $125K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,045 $123K <0.01% +39 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,017 $120K 0.01% 0 13F-HR Timeline