WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,186 $909K 0.09% +69 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,170 $896K 0.09% +410 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,165 $893K 0.12% +17 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,164 $892K 0.54% -18 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,164 $892K 0.05% -94 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,163 $891K 0.01% +113 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,161 $890K 0.01% -230 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,159 $887K 0.01% +134 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,153 $883K 0.01% +157 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,150 $881K 0.02% new 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,148 $880K 0.08% -14 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,137 $871K 0.4% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,127 $863K 0.04% +134 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,121 $859K 0.19% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,119 $857K 0.04% -14 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,104 $845K 0.06% -65 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,098 $841K 0.02% +431 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,092 $836K 0.1% -18 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,091 $836K 0.02% -2,399 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,081 $828K 0.2% -255 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,078 $826K 0.11% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,038 $795K 0.32% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,006 $793K 0.01% -45 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,033 $791K 0.02% new 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,019 $781K 0.28% -723 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,010 $774K <0.01% -2,222 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,007 $772K 0.12% +413 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,007 $772K 0.16% +702 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 1,005 $770K 0.27% -30 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,004 $769K 0.23% -31 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,003 $768K 0.01% -203 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,000 $766K 0.01% -47 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 996 $763K 0.3% -182 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 992 $760K <0.01% -67 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 987 $760K 0.03% +15 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 989 $758K 0.02% -3,796 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 987 $756K 0.03% +527 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 986 $756K <0.01% +203 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 974 $746K <0.01% +148 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 960 $736K 0.02% +391 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 953 $731K 0.11% -8 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 953 $730K 0.05% -15 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 953 $730K 0.64% 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 952 $729K 0.4% -1,197 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 950 $728K 0.07% -7 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 944 $723K 0.04% -970 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 944 $723K 0.21% -41 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 934 $715K <0.01% +42 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 929 $712K 0.17% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 922 $706K 0.11% +15 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 919 $704K 0.01% -47 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 891 $702K 0.01% -23 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 909 $696K 0.25% +37 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 909 $696K 0.07% +33 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 901 $690K 0.01% +84 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 900 $690K 0.14% +800 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 900 $690K 0.05% +8 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 900 $690K 0.42% 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 899 $689K 0.02% +4 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 899 $689K 0.01% +245 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 899 $688K 0.04% +124 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 892 $683K 0.07% -3 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 884 $681K 0.07% -27 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 877 $672K 0.39% +19 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 870 $667K 0.05% -4 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 864 $662K 0.02% +285 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 859 $658K 0.02% new 13F-HR/A Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 859 $658K 0.14% -2 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 857 $657K 0.04% +268 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 842 $645K 0.01% +203 13F-HR/A Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 837 $641K 0.01% -16 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 836 $641K 0.03% +140 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 827 $634K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 827 $634K 0.01% -38 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 822 $630K 0.05% +16 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 812 $622K 0.02% -62 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 810 $621K 0.02% +583 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 807 $618K 0.03% -424 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 806 $618K 0.01% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 803 $615K 0.54% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 800 $613K 0.16% 0 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 798 $611K 0.01% -1,202 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 793 $608K 0.01% -9 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 790 $605K 0.09% +62 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 774 $593K <0.01% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 772 $591K 0.24% +10 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 771 $591K 0.13% +21 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 770 $590K <0.01% +428 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 768 $588K 0.03% 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 761 $583K 0.01% +153 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 759 $582K 0.11% +1 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 754 $577K 0.06% new 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 752 $576K 0.11% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 751 $576K 0.01% -4 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 746 $572K 0.16% -86 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 744 $570K 0.18% -16 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 733 $562K 0.01% +27 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 727 $557K 0.11% +158 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 712 $553K 0.02% -148 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 721 $552K 0.01% +57 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 721 $552K 0.01% -30 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 720 $552K 1.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 718 $550K 0.03% +4 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 715 $548K 0.15% -6 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 711 $544K <0.01% +127 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 706 $541K 0.03% -3,007 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 704 $539K 0.37% -68 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 701 $537K 0.18% +278 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 693 $531K 0.02% 13F-HR/A Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 693 $531K 0.08% +65 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 691 $530K 0.03% -259 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 689 $528K 0.08% +242 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 681 $522K 0.03% +121 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 681 $522K 0.03% +7 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 678 $519K 0.03% -13 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 675 $517K <0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 671 $514K 0.01% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 666 $510K 0.17% -148 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 664 $509K +19 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 663 $508K 0.01% -724 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 660 $506K 0.75% 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 656 $503K 0.24% +18 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 646 $496K 0.03% -269 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 646 $495K 0.06% -320 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 639 $490K 0.1% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 639 $490K <0.01% +66 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 638 $489K 0.14% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 627 $481K 0.06% -82 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 618 $473K 0.14% -13 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 616 $472K 0.02% +289 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 616 $472K 0.02% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 615 $471K 0.03% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 612 $469K 0.01% -805 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 612 $469K 0.01% -1,698 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 612 $469K 0.01% -156 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 601 $460K 0.14% -29 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 600 $460K 0.05% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 599 $459K <0.01% +53 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 595 $456K 0.01% +13 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 594 $455K 0.01% -15 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 593 $455K 0.03% -22 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 586 $449K 0.01% -32 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 586 $449K 0.2% -196 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 585 $448K 0.01% -39 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 583 $447K 0.19% -34 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 580 $444K 0.01% +26 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 579 $444K 0.03% -4,159 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 575 $441K 0.06% -192 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 554 $439K 0.01% +183 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 569 $436K 0.01% -25 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 568 $435K <0.01% 13F-HR Timeline TOBAM More: the full row for TOBAM 565 $433K 0.11% +473 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 559 $430K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 560 $429K 0.01% -401 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 560 $429K 0.04% -34 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 556 $426K 0.02% -6 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 552 $423K 0.14% +537 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 551 $422K 0.05% +29 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 549 $421K 0.28% -11 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 548 $420K 0.01% +51 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 435 $417K 0.07% +77 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 542 $415K 0.13% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 538 $412K 0.02% +143 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 536 $411K 0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 531 $407K 0.08% +82 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 529 $405K 0.01% -384 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 528 $405K 0.24% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 525 $402K 0.01% -15 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 509 $401K 0.04% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 522 $400K 0.12% -5 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 520 $399K 0.01% -20 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 519 $398K 0.25% -4 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 514 $394K 0.05% +59 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 512 $392K 0.08% -31 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 512 $392K 0.12% +1 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 511 $392K 0.02% +7 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 511 $392K 0.03% +22 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 507 $388K 0.05% +35 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 504 $386K 0.04% -26 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 500 $383K 0.07% -40 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 499 $382K 0.02% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 499 $382K 0.13% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 497 $381K 0.09% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 493 $378K 0.03% +17 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 493 $378K 0.01% +15 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 490 $375K 0.09% +25 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 479 $367K 0.07% -94 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 477 $365K 0.02% +6 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 476 $365K <0.01% +20 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 476 $365K <0.01% -7 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 470 $360K 0.03% +4 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 465 $356K 0.01% +189 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 464 $356K 0.02% +160 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 464 $355K <0.01% +1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 458 $351K <0.01% +8 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 449 $344K <0.01% +172 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 446 $342K 0.06% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 441 $338K <0.01% -9 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 440 $337K 0.21% -7 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 432 $331K 0.01% 0 13F-HR/A Timeline Group