Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,670 $1.81M 0.04% +389 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,662 $1.8M <0.01% +160 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,601 $1.78M 0.5% -4 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 4,597 $1.78M +1,766 Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 4,579 $1.77M 1.1% -914 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,564 $1.77M 0.18% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,531 $1.75M <0.01% +258 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,509 $1.74M 0.03% +472 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,503 $1.74M 0.05% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,498 $1.74M 0.6% -215 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,138 $1.73M 0.03% -1,065 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 4,480 $1.73M 0.39% -16,105 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,434 $1.71M 0.11% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,421 $1.71M 0.02% +9 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,375 $1.69M 0.05% +1,675 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,330 $1.67M 0.08% +111 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,325 $1.67M 0.02% +1,116 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,315 $1.67M 0.57% -1,243 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,396 $1.66M +105 Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,298 $1.66M 0.04% -20 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,287 $1.66M 0.09% +46 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,277 $1.65M <0.01% +3,311 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,220 $1.63M 0.01% -261 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 4,219 $1.63M 0.05% 0 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,200 $1.62M 0.01% -10 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,130 $1.6M 0.38% +120 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,118 $1.59M 0.03% +341 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,100 $1.59M 0.05% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,105 $1.59M 0.01% +352 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,086 $1.58M 0.04% -582 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 4,077 $1.58M 0.03% +2,189 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,060 $1.57M 0.03% +700 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,027 $1.56M 0.1% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,012 $1.55M <0.01% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,000 $1.55M 0.35% 0 13F-HR Timeline Group TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,000 $1.55M 0.08% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,961 $1.53M 0.77% +160 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,960 $1.53M 0.1% +90 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,955 $1.53M 0.41% -510 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,951 $1.53M 0.17% -948 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,936 $1.52M 0.01% +1,295 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,896 $1.51M 0.1% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,871 $1.5M 0.02% +32 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,869 $1.5M 0.02% -161 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,840 $1.49M 0.01% +620 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,824 $1.48M 0.02% +398 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,820 $1.48M 0.03% +290 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,809 $1.47M 0.02% -170 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,809 $1.47M 0.11% +2,039 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,786 $1.46M 0.05% +48 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 5,000 $1.46M 1.11% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,785 $1.46M 0.11% +499 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,733 $1.44M 0.53% -32 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,731 $1.44M 0.02% +850 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 3,726 $1.44M 0.06% +648 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,725 $1.44M 0.03% -826 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,725 $1.44M 0.01% -8 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,724 $1.44M 0.15% +972 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,708 $1.43M 0.11% +14 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 3,678 $1.42M 0.02% +1,198 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 3,668 $1.42M 0.69% -108 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,586 $1.39M 0.01% +369 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,555 $1.37M 0.15% +52 13F-HR/A Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 3,553 $1.37M 0.21% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,547 $1.37M 0.04% +1,975 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,541 $1.37M +310 Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,534 $1.37M 0.17% +37 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,520 $1.36M 0.01% -148 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,497 $1.35M 0.17% +161 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,496 $1.35M 0.06% -155 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,483 $1.35M 0.07% -17 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,481 $1.35M -400 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,478 $1.34M 0.08% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,459 $1.34M 0.08% -71 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,458 $1.34M 0.19% -620 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,439 $1.33M 0.14% -112 13F-HR/A Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 3,439 $1.33M 0.06% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,437 $1.33M 0.02% +2,536 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 3,426 $1.32M 0.52% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,095 $1.29M 0.04% +1,658 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,327 $1.29M 0.09% -316 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,284 $1.27M 0.06% +580 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,275 $1.27M 0.02% +15 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 3,265 $1.26M 1.31% +23 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,241 $1.25M 0.1% +16 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,228 $1.25M 0.06% -102 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,182 $1.23M 0.02% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,932 $1.23M 0.02% +75 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,163 $1.22M 0.04% +111 13F-HR/A Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,160 $1.22M 0.12% +371 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,148 $1.22M 0.02% +8 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,140 $1.21M 0.02% +1,022 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,137 $1.21M 0.11% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,135 $1.21M 0.13% -552 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,124 $1.21M 0.34% +30 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,108 $1.2M 0.39% +1,362 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,085 $1.19M 0.18% -1,018 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,076 $1.19M 0.09% +17 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,068 $1.19M 0.12% -526 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,042 $1.18M 0.03% +579 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,011 $1.16M 0.44% -29 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,010 $1.16M 0.08% -7,350 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,007 $1.16M 0.12% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,988 $1.16M 0.04% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,997 $1.16M 0.07% +206 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,975 $1.15M 0.54% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,972 $1.15M 0.08% -284 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,966 $1.15M 0.07% +1,655 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,745 $1.14M 0.11% +1,946 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,947 $1.14M 1.11% -50 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,934 $1.13M 0.15% -7,080 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,925 $1.13M 0.52% -17 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,916 $1.13M 0.52% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,905 $1.12M 0.04% +525 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,901 $1.12M 0.04% -13 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,885 $1.12M 0.03% +17 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,848 $1.1M 0.16% -996 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,830 $1.09M 0.85% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,802 $1.08M 0.01% -941 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,796 $1.08M 0.09% +1,429 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,786 $1.08M 0.19% +1,799 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,757 $1.07M 0.04% -1,403 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,754 $1.07M 0.03% +24 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,753 $1.06M 0.58% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,739 $1.06M 0.03% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,733 $1.06M 0.81% -57 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,721 $1.05M 0.01% -590 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,717 $1.05M 0.02% +563 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,711 $1.05M 0.02% +463 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,709 $1.05M 0.09% -14 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,686 $1.04M 0.09% -459 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,679 $1.04M 0.51% -183 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,643 $1.02M 0.03% +112 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,625 $1.02M 0.01% +160 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,616 $1.01M 0.16% +8 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,603 $1.01M 0.01% -50,068 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,603 $1.01M 0.1% -5 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,600 $1.01M 0.05% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,600 $1.01M 0.07% -200 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,590 $1M 0.15% new 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 2,579 $997K 0.41% -339 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,570 $994K 0.09% +1,658 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,561 $990K 0.02% -113 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,555 $988K 0.05% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,537 $981K 0.07% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,531 $979K <0.01% -191 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,581 $970K 0.64% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,506 $969K 0.22% +150 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,490 $963K 0.06% -94 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,461 $952K 0.04% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,458 $951K 0.03% 0 13F-HR Timeline Hound Partners, LLC in group Hound Partners, LLC More: the full row for Hound Partners, LLC 2,453 $949K 0.11% -1,482 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,453 $949K 0.14% -248 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,525 $942K 0.87% -807 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,433 $941K 0.3% -371 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,430 $940K 0.01% +266 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,426 $938K 0.02% +1,305 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,419 $936K 0.03% -48 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,419 $936K 0.02% -8 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,413 $933K 0.6% -5 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,445 $927K 0.02% +607 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,397 $927K 0.32% +15 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,396 $927K 0.51% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,395 $926K 0.01% +1,010 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,382 $921K 0.02% +4 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,379 $920K 0.02% +47 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,375 $918K 0.02% +1,621 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,205 $917K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,366 $915K 0.01% +273 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,360 $913K 0.08% -548 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,347 $908K 0.03% -96 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,343 $906K 0.02% +667 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,340 $905K 0.06% -57 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,320 $897K 0.01% +268 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,301 $890K 0.15% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,270 $878K 0.07% +355 13F-HR Timeline TOBAM More: the full row for TOBAM 2,247 $869K 0.21% -1,483 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,229 $862K 0.15% +329 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,225 $861K 0.02% +672 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,211 $855K 0.02% -198 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,194 $848K 0.02% -48 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,184 $844K 0.09% +1,038 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,174 $841K 0.12% +1,713 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,149 $831K 0.05% -45 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,140 $828K 0.01% -89 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,123 $821K 0.03% +64 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,120 $820K 0.08% +96 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,120 $820K 0.18% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,093 $809K 0.01% -322 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,092 $809K 0.21% +61 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,082 $805K 0.01% +964 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,081 $805K 0.43% +26 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,079 $804K 0.03% 0 13F-HR/A Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,074 $802K 0.15% +8 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,060 $797K 0.01% +918 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 2,054 $794K 0.04% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,052 $794K 0.01% +555 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indivisible Partners More: the full row for Indivisible Partners 2,052 $794K 0.04% +214 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,049 $793K 0.01% -35 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,052 $793K 0.1% -54 13F-HR Timeline Group