FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 480 $471K 0.02% +16 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 477 $468K 0.04% +173 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 471 $462K 0.01% +136 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 469 $460K 0.04% +201 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 462 $453K 0.04% -1,745 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 460 $451K <0.01% -4 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 460 $451K 0.01% -65 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 456 $447K 0.03% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 456 $447K 0.04% +36 13F-HR Timeline CX Institutional More: the full row for CX Institutional 450 $441K 0.01% +39 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 448 $439K 0.06% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 447 $438K 0.27% -717 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 446 $437K 0.08% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 442 $434K 0.29% +2 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 442 $433K <0.01% new 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 441 $432K 0.02% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 441 $432K 0.01% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 429 $420K 0.06% +3 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 428 $420K 0.12% -71 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 427 $419K 0.15% +31 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 424 $416K 0.09% -55 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 420 $412K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 378 $411K +6 Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 416 $408K 0.06% -13 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 413 $405K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 411 $403K 0.02% -1,202 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 411 $403K 0.24% +95 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 371 $401K 0.01% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 406 $398K 0.08% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 404 $396K 0.02% +76 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 401 $393K 0.14% -12 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 400 $392K 0.16% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 398 $390K 0.14% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 398 $390K 0.03% +100 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 396 $388K 0.16% +46 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 394 $386K <0.01% +40 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 392 $384K 0.02% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 389 $381K 0.02% -317 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 386 $378K 0.13% -4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 384 $376K 0.03% +13 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 384 $376K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 383 $375K 0.06% +250 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 382 $374K 0.02% -782 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 381 $373K 0.01% +65 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 380 $372K 0.09% -7 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 379 $371K 0.32% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 378 $371K 0.03% +54 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 378 $371K 0.01% -3 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 378 $370K 0.12% -17 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 342 $369K 0.04% +7 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 375 $368K 0.03% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 373 $366K 0.01% +38 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 372 $365K 0.05% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 367 $360K 0.04% -30 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 365 $358K 0.01% -356 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 365 $358K 0.01% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 364 $357K 0.09% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 360 $353K 0.02% +4 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 358 $351K 0.03% +70 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 353 $346K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 351 $344K <0.01% +37 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 350 $343K 0.06% -150 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 349 $342K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 347 $342K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 345 $338K 0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 344 $337K 0.11% -43 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 341 $334K 0.07% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 340 $334K 0.01% +57 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 340 $333K 0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 340 $333K 0.02% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 340 $333K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 339 $333K 0.3% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 338 $331K 0.18% -47 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 337 $330K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 336 $329K 0.03% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 335 $328K 0.19% -45 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 333 $326K 0.02% -56 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 333 $326K 0 Timeline Citizens Business Bank More: the full row for Citizens Business Bank 332 $325K 0.05% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 330 $323K 0.07% +64 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 296 $323K 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 328 $321K 0.01% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 324 $318K 0.07% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 323 $317K 0.04% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 321 $315K 0.11% +234 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 320 $314K 0.02% +39 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 320 $314K 0.25% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 318 $312K 0.01% -108 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 316 $310K 0.07% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 316 $310K 0.05% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 315 $309K 0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 314 $308K 0.11% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 313 $307K 0.02% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 313 $307K 0.01% -32 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 313 $307K 0.03% -779 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 310 $304K 0.03% -73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 309 $303K 0.04% -856 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 309 $303K 0.09% -710 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 308 $302K <0.01% +16 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 307 $300K 0.05% +27 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 305 $299K 0.01% -100 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 305 $299K 0.07% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 304 $298K 0.47% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 304 $298K <0.01% new 13F-HR/A Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 300 $294K 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 300 $294K 0.06% +10 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 300 $294K 0.02% -20,058 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 300 $294K 0.05% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 300 $294K 0.13% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 299 $293K 0.02% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 299 $293K 0.02% +3 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 296 $291K 0.1% -4 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 296 $290K 0.15% new 13F-HR Timeline MOTCO More: the full row for MOTCO 295 $289K 0.03% -198 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 295 $289K 0.01% -564 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 294 $288K 0.2% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 294 $288K 0.03% -266 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 293 $287K 0.31% 0 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 292 $286K 0.03% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 277 $285K <0.01% +4 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 285 $284K <0.01% +24 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 289 $283K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 289 $283K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESBANCO BANK INC More: the full row for WESBANCO BANK INC 289 $283K 0.01% +5 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 288 $282K 0.02% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 286 $280K 0.08% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 284 $278K 0.01% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 252 $275K 0.04% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 280 $274K 0.27% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 279 $273K 0.01% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 278 $273K 0.11% -9 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 277 $272K 0.02% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 276 $270K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 271 $270K 0.17% -2 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 275 $270K 0.02% -6 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 274 $269K 0.01% -83 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 274 $269K 0.08% new 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 274 $269K 0.13% -764 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 273 $268K 0.07% +1 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 272 $267K 0.01% 0 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 271 $266K 0.02% +1 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 270 $265K 0.18% +1 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 269 $264K 0.01% -260 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 267 $262K 0.1% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 266 $261K 0.03% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 266 $261K 0.02% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 266 $261K 0.12% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 266 $261K 0.15% +12 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 265 $260K 0.18% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 264 $259K 0.02% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 264 $258K 0.18% 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 262 $257K 0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 261 $256K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 260 $255K 0.07% +81 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 260 $255K 0.25% -135 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 259 $254K <0.01% -289 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 259 $254K 0.05% -283 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 259 $254K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 237 $251K 0.1% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 254 $249K <0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 253 $248K 0.01% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 252 $247K 0.01% new 13F-HR Timeline Group Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 251 $246K 0.09% +111 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 248 $243K 0.02% -5,932 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 247 $242K 0.01% new 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 245 $240K 0.08% -12 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 245 $240K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 245 $240K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 244 $239K 0.01% +22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 243 $238K <0.01% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 241 $236K 0.01% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 240 $235K 2.2% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 239 $234K <0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 237 $232K 0.03% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 236 $231K 0.02% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 236 $231K 0.03% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 235 $230K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 234 $230K 0.01% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 234 $229K 0.07% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 233 $228K 0.08% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 232 $228K <0.01% -122 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 230 $226K <0.01% -44 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 230 $226K 0.02% +26 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 230 $225K 0.02% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 230 $225K 0.04% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 230 $225K 0.02% -370 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 230 $225K 0.06% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 205 $225K 0.01% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 228 $223K 0.05% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 227 $223K 0.03% 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 226 $222K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 224 $220K <0.01% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 224 $220K 0.01% new 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 224 $220K 0.01% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 223 $219K 0.01% new 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 222 $217K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 220 $216K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 219 $215K 0.01% -499 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 218 $214K 0.02% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 218 $214K 0.05% new 13F-HR Timeline