Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,860 $1.58M 0.01% +510 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,515 $1.58M 0.02% -1,912 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,515 $1.58M 0.38% +155 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,500 $1.58M 0.05% 0 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 4,500 $1.58M 0.21% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,493 $1.58M 0.58% -3,946 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,460 $1.56M 0.5% -1,088 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,438 $1.56M 0.24% +119 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,410 $1.55M 0.02% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,391 $1.54M 0.05% -1,329 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,358 $1.53M 1.36% -1,022 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,345 $1.52M 0.06% -653 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. 4,345 $1.52M 0.11% -165 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,326 $1.52M 0.09% -58 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,299 $1.51M 0.51% +433 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,293 $1.5M 0.11% -37 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 4,264 $1.49M 0.09% -94 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,249 $1.49M -975 Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,250 $1.48M 0.07% +2,050 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,159 $1.46M 0.12% +781 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 4,124 $1.45M 0.25% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,098 $1.44M 0.02% 0 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,095 $1.44M 0.16% -723 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,087 $1.43M 0.29% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,100 $1.43M 0.08% 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,072 $1.43M 0.34% -795 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 4,050 $1.42M 0.39% 0 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 4,041 $1.42M +365 Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,032 $1.41M 0.11% -6,588 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,030 $1.41M 0.43% +102 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,000 $1.4M 0.38% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,979 $1.39M 0.03% +926 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,979 $1.39M 0.02% -1,400 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,976 $1.39M 0.02% +618 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,964 $1.39M 0.07% +1,304 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,952 $1.39M 0.03% +26 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,946 $1.38M 0.02% 0 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,906 $1.37M 0.05% +102 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,896 $1.37M 0.1% -6 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,885 $1.36M 0.03% +415 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,875 $1.36M 0.5% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,816 $1.34M 0.19% +1,340 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,810 $1.34M 0.21% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,808 $1.33M 0.66% -52 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,806 $1.33M 0.09% -148 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,788 $1.33M 0.11% -597 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,776 $1.32M 0.71% -480 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,766 $1.32M 0.02% +795 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,743 $1.31M -4,636 Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,739 $1.31M 0.03% 13F-HR Timeline Group Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 3,736 $1.31M 0.69% +2 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,679 $1.29M 0.03% -235 13F-HR Timeline Group Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 3,677 $1.29M 0.18% -137 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,672 $1.29M 0.51% +165 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,666 $1.29M 0.09% +272 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,665 $1.28M 0.13% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,641 $1.27M 0.02% -157 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,615 $1.27M 0.04% +712 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,578 $1.25M 0.02% -62 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,569 $1.25M 0.12% -191 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,508 $1.25M 0.01% -1,503 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,530 $1.24M 0.03% +10 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,526 $1.24M 0.08% +880 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 3,523 $1.23M <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,520 $1.23M 0.07% +253 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,503 $1.23M 0.14% 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 3,500 $1.23M 0.1% -1,200 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,485 $1.22M +1,085 Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,481 $1.22M 0.07% -286 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,427 $1.2M 0.02% +599 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,387 $1.19M 0.72% 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,370 $1.18M 0.03% -1,240 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,344 $1.17M 0.02% -1,796 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,335 $1.17M 0.02% -79 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,334 $1.17M 0.01% +1,122 13F-HR Timeline Group Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,412 $1.16M 0.09% -100 13F-HR Timeline Group SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,295 $1.15M 1.11% 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 3,265 $1.14M 1.16% -14 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,355 $1.14M 0.16% +220 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,184 $1.12M 0.06% -680 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,188 $1.12M 0.04% -188 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 3,183 $1.12M 0.05% -6 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,182 $1.12M 0.02% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,174 $1.11M 0.08% -1,222 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,137 $1.1M 0.1% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,132 $1.1M 1.1% -65 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,145 $1.1M 0.1% -2,899 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 3,128 $1.1M 0.09% +432 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,127 $1.1M 0.46% -191 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,125 $1.1M 0.05% +39 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,125 $1.1M 0.3% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,099 $1.09M 0.1% +9 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,088 $1.08M 0.01% +10 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,086 $1.08M 0.19% +151 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,093 $1.08M 0.04% +601 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,067 $1.08M 0.03% -253 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,058 $1.07M 0.01% +468 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,049 $1.07M 0.02% -450 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,002 $1.05M 0.33% +115 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,994 $1.05M 0.04% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,975 $1.04M 0.56% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,975 $1.04M 0.02% +277 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,967 $1.04M 0.03% 0 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,954 $1.04M 0.02% -180 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,941 $1.03M 0.02% -4,704 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,935 $1.03M 0.1% -1,542 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,910 $1.03M 0.07% -299 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,908 $1.02M 0.17% -292 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,904 $1.02M 0.06% +235 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,901 $1.02M 0.11% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,890 $1.01M 0.01% +1,948 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,850 $999K 0.02% +1,779 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,849 $999K 0.03% -94 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,843 $997K 0.01% +159 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,839 $995K 0.02% -106 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,543 $994K 0.08% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,835 $994K 0.04% +1,664 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,830 $992K 0.73% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,823 $990K 0.1% -8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,823 $990K 0.11% -403 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,819 $988K 0.02% +1,140 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,791 $978K 0.06% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,767 $970K 0.14% -383 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,767 $970K 0.03% -10 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,767 $970K 0.65% 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,745 $962K 0.56% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,744 $962K 0.01% +704 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,729 $957K 0.03% +3 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,715 $952K 0.02% -161 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,684 $941K 0.01% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,678 $939K 0.1% +427 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,471 $931K 0.03% +657 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,637 $924K 0.07% -25 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,631 $922K 0.04% -162 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,624 $920K <0.01% -178 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,613 $916K 0.02% -126 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,606 $914K 0.24% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,600 $911K 0.06% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,599 $911K 0.04% +322 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,584 $906K 0.06% -106 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,581 $900K 0.01% -928 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,561 $898K 0.03% +796 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,552 $895K 0.03% +1,465 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,550 $894K 0.05% +290 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 2,546 $892K 0.12% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,499 $876K 0.05% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,336 $876K 0.03% new 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 2,472 $867K 0.51% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,445 $857K 0.01% -5,334 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,434 $853K 0.04% -11 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,419 $848K 0.02% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,417 $847K 0.07% -24 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,409 $844K 0.47% -15 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,396 $840K 0.52% -29 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,391 $838K 0.02% -18 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,378 $834K 0.61% +72 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,371 $831K 0.12% +24 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,368 $830K 0.32% +12 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,205 $822K 0.09% -4 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,345 $822K <0.01% -19,535 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,332 $817K 0.44% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,330 $817K 0.01% +351 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,310 $810K 0.02% +1,126 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,305 $808K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,305 $808K 0.01% -1,707 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,301 $807K 0.16% -450 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,295 $804K 0.01% -126 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,290 $803K 0.02% +32 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,285 $801K 0.01% +67 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,125 $801K 0.07% +457 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,261 $793K 0.04% -639 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,250 $789K 0.35% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,225 $780K 0.02% -69 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,223 $779K 0.01% -74 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,220 $778K 0.05% 0 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,212 $775K 0.14% -4,143 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,205 $773K 0.02% -77 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,202 $771K 0.07% +306 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,183 $765K 0.15% -87 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,163 $758K 0.11% -51 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,157 $756K 0.09% -59 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,150 $754K 0.03% -1,000 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,137 $749K 0.15% -142 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,126 $745K <0.01% +100 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,113 $741K 0.01% +53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,113 $741K 0.02% +711 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,109 $739K 0.03% -394 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,100 $736K 0.65% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,094 $734K 0.01% -238 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,094 $734K 0.01% -139 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,087 $732K 0.06% +426 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,084 $731K 0.16% +8 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,080 $729K 0.08% -115 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,050 $719K 0.07% +920 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,049 $718K 0.19% -146 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,048 $718K 0.21% 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,001 $702K 0.03% -63 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,913 $702K 0.02% +373 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,000 $701K 0.31% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $701K 0.05% -1,000 13F-HR Timeline