Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15,828 $1.59M +813 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,814 $1.59M 0.02% -5,001 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 15,803 $1.59M 0.29% -839 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 15,742 $1.58M 0.32% +9,086 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,354 $1.54M 0.04% +10,190 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,311 $1.54M 0.02% -480 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 15,202 $1.53M 0.78% +36 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,149 $1.52M 0.19% -1,378 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 15,083 $1.52M 0.21% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 14,860 $1.49M 0.01% -455 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,811 $1.49M 0.07% +110 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,770 $1.48M 0.08% -914 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 14,729 $1.48M 0.14% +235 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 14,665 $1.47M 0.93% +57 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 14,649 $1.47M 0.36% -2,058 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,607 $1.47M 0.01% +3,288 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,523 $1.46M 0.01% +3,680 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 14,429 $1.45M 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,415 $1.45M 0.01% +5,118 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 14,400 $1.45M 0.6% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 14,367 $1.44M 0.16% -312 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 14,364 $1.44M 0.03% -2,600 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 14,211 $1.43M 0.12% +45 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,204 $1.43M 0.02% -792 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 14,120 $1.42M 0.33% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 14,102 $1.42M 0.24% +361 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,093 $1.42M 0.18% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 14,081 $1.41M 0.03% +2,583 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 13,927 $1.4M 0.33% -74 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,895 $1.4M 0.03% +951 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,791 $1.39M 0.02% +105 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 13,736 $1.38M 0.16% -119 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,681 $1.38M 0.04% -860 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,634 $1.37M <0.01% -1,045 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,623 $1.37M 0.02% +1 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 13,621 $1.37M 0.08% 0 13F-HR/A Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,491 $1.36M 0.06% -113 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 13,273 $1.33M 0.01% +92 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,257 $1.33M 0.02% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 13,246 $1.33M 0.09% +100 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 13,156 $1.32M 0.03% new 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,155 $1.32M 0.48% +35 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 13,126 $1.32M 0.05% -24,592 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 13,107 $1.32M 0.03% +1,092 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,755 $1.28M 0.01% +1,832 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 12,742 $1.28M 0.12% +11 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,741 $1.28M 0.01% -601 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,687 $1.28M 0.01% +2,211 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 12,474 $1.25M 0.12% +1,508 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,400 $1.25M 0.01% +1 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,947 $1.24M 0.05% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 12,355 $1.24M 0.06% +132 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,191 $1.23M 0.07% +457 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,189 $1.23M 0.01% -448 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,246 $1.23M 0.05% +1,453 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 12,098 $1.22M 0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,085 $1.21M 0.03% +7,168 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,945 $1.2M <0.01% +885 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,493 $1.2M 0.02% +403 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,797 $1.19M 0.05% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 11,777 $1.18M 0.01% -76,847 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 11,776 $1.18M 0.27% -65 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 11,762 $1.18M 0.21% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,697 $1.18M <0.01% +2,860 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,682 $1.17M 0.08% +455 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,631 $1.17M 0.02% +1,061 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,569 $1.16M 0.02% +835 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,466 $1.15M 0.12% +5,761 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,377 $1.14M 0.1% +11 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,377 $1.14M 0.01% +3,619 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,197 $1.13M 0.03% -108 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,196 $1.13M 0.02% +10,000 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 11,152 $1.12M 0.11% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,143 $1.12M 0.02% +2,247 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 11,142 $1.12M 0.02% 0 13F-HR Timeline Group ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 11,100 $1.12M 0.24% 0 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,090 $1.11M 0.05% +9 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,072 $1.11M 0.01% -12,532 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,065 $1.11M 0.01% +2,774 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,994 $1.11M 0.02% +1,042 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,889 $1.09M 0.08% -131 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,874 $1.09M 0.01% -3,700 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,804 $1.09M 0.03% -1,350 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 10,776 $1.08M 0.01% +843 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,770 $1.08M 0.02% +8,720 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,621 $1.07M 0.06% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 10,563 $1.06M 0.01% +2,899 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,560 $1.06M 0.33% +5,244 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,444 $1.05M 0.02% -7 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 10,422 $1.05M <0.01% +3,588 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,343 $1.04M 0.23% -34 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,245 $1.03M 0.03% -1,015 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 10,238 $1.03M 0.01% new 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 10,120 $1.02M 0.28% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 10,105 $1.02M 0.33% -35 13F-HR/A Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 10,082 $1.01M 0.04% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,077 $1.01M <0.01% -635 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,067 $1.01M 0.39% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,024 $1.01M 0.01% +3,061 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,937 $999K 0.06% -1,585 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,921 $997K 0.25% +4,172 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 9,874 $993K 0.77% -95 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,834 $989K 0.12% -38 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,793 $984K 0.05% +3,644 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 9,781 $983K 0.08% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 9,747 $980K 0.15% -42 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,735 $979K 0.04% -3,373 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,725 $978K 0.06% +1,740 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,652 $970K 0.18% +1,434 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 9,582 $963K 0.2% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 9,561 $961K 0.01% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 9,511 $956K 0.03% +5,497 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,449 $950K 0.07% +6,767 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 9,434 $948K 0.31% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,386 $944K 0.16% -150 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 9,338 $939K 0.38% +4,669 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,199 $925K 0.07% -151 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,183 $923K 0.04% +3,877 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 9,125 $917K <0.01% +1,702 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,121 $917K 0.01% +4,064 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 9,118 $917K 0.69% +181 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,078 $913K 0.55% -17 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,076 $912K 0.14% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,071 $912K 0.01% +173 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,060 $911K 0.06% -249 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,051 $910K <0.01% -1,634 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,025 $907K 0.06% +674 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 9,019 $907K 0.07% +489 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,947 $899K 0.01% +4,701 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,915 $896K 0.03% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,874 $892K 0.2% +38 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 8,868 $891K 0.33% +88 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,850 $890K 0.2% -600 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,788 $883K 0.02% +453 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 8,762 $881K 0.02% new 13F-HR/A Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,760 $881K 0.38% -25 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,753 $880K 0.02% +160 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,709 $878K 0.02% +2,731 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 8,659 $870K 0.63% -87 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,646 $869K <0.01% +550 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,631 $868K 0.34% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,624 $867K 0.04% -290 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 8,619 $866K <0.01% -26,656 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,603 $865K 0.03% +140 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 8,586 $863K 0.14% +3,686 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 8,578 $862K 0.11% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 8,533 $858K 0.31% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 8,511 $856K 0.08% -35,654 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,416 $846K 0.36% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,378 $842K 0.2% -8 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,318 $836K 0.03% -995 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,297 $834K 0.03% +81 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 8,269 $831K 0.31% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,219 $826K 0.71% +25 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 8,214 $826K 0.02% +1,282 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,211 $825K <0.01% +1,730 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 8,178 $822K 0.29% -808 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,120 $816K 0.01% +100 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 8,044 $809K 0.51% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,989 $803K 0.03% +4,709 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,969 $801K 0.11% +1,377 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 7,967 $801K 0.36% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 7,902 $794K 0.43% +12 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,055 $794K 0.02% +2,855 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 7,897 $794K 0.03% -2,910 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,880 $792K 0.06% 0 13F-HR/A Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 7,772 $781K 0.02% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,771 $781K 0.01% -10 13F-HR/A Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 7,752 $779K 0.29% +11 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,713 $775K 0.3% -3,180 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,935 $775K 0.17% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 7,691 $773K 0.59% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,675 $771K 0.54% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 7,660 $770K 0.45% +4 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,602 $764K 0.11% +29 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 7,546 $759K 0.25% -61 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,532 $757K 0.02% +1,124 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,516 $756K 0.02% -368 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,493 $753K 0.03% +350 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,453 $749K 0.01% -309 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,388 $743K 0.17% +8 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 7,289 $733K <0.01% -370 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,261 $730K 0.03% +1,417 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,227 $726K 0.02% +805 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,151 $719K 0.06% -2,286 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,097 $713K 0.04% -18 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,090 $713K 0.23% -100 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 7,065 $710K 0.52% -198 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,024 $706K 0.07% +700 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,013 $705K 0.04% +4,547 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,985 $702K 0.01% -26 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,980 $701K 0.01% new 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 6,960 $700K 0.47% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. 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