FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,704 $516K 0.03% -183 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 9,696 $516K 0.02% +841 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,687 $515K +271 Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,630 $512K 0.05% +5,027 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 9,611 $511K 0.01% +6,140 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,542 $507K 0.02% -503 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 9,505 $505K 0.2% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,472 $504K 0.01% +509 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,455 $503K 0.11% +165 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,406 $500K 0.01% -2,559 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 9,398 $500K 0.27% +628 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 9,305 $495K <0.01% 0 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 8,034 $490K 0.01% +1,415 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,221 $490K <0.01% -720 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,082 $483K 0.02% -1,495 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 9,081 $483K <0.01% -22,501 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 9,029 $480K 0.24% +3,409 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,800 $468K -700 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,782 $466K <0.01% -834 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) 8,738 $465K 0.01% -24,189 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,734 $464K 0.07% -13,930 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,694 $462K 0.01% -191 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 8,642 $459K 0.1% +5,427 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,607 $458K 0.04% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,599 $457K 0.03% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,504 $452K 0.07% +5,107 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,447 $449K 0.06% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,409 $447K 0.01% -150 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,356 $444K 0.04% +1,166 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,276 $440K <0.01% -302 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,200 $436K 0.01% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 8,148 $433K 0.03% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 8,097 $431K 0.09% +128 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,065 $429K 0.06% +57 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 8,045 $428K <0.01% -7,707 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 8,000 $425K 0.07% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,952 $423K 0.06% +4,683 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,941 $422K 0.13% +181 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,922 $421K 0.3% -423 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 7,916 $421K 0.35% +7,666 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 7,907 $420K 0.01% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,866 $418K 0.09% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,837 $417K 0.03% +1,780 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,775 $413K <0.01% -48 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,711 $410K <0.01% -86 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,665 $408K 0.04% +501 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 7,647 $407K 0.12% -253 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,596 $404K 0.05% +5,749 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,582 $403K 0.02% -909 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,546 $401K <0.01% -16,911 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,540 $401K 0.04% -6,520 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,523 $400K <0.01% +34 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,500 $399K 0.01% -70 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,493 $398K 0.01% +244 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,475 $397K 0.02% +3,659 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,426 $395K <0.01% -1,282 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,366 $392K 0.08% -56 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,277 $387K 0.08% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,238 $385K 0.11% +80 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,217 $384K <0.01% +138 13F-HR Timeline Group SPROTT INC. More: the full row for SPROTT INC. 7,210 $383K 0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,204 $383K 0.01% -5,000 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,107 $378K 0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 7,092 $377K 0.06% +192 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,055 $375K 0.04% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,033 $374K 0.01% +216 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 7,027 $374K <0.01% -312 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,000 $372K 0.01% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,931 $369K 0.01% -857,282 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,913 $368K <0.01% +94 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,856 $365K 0.02% +1,574 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 6,838 $364K 0.01% -1,368 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,812 $362K 0.04% +707 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,812 $362K 0.05% -110 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,799 $361K 0.08% +217 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,651 $354K 0.02% +1,144 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,630 $353K 0.01% +1,161 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,600 $351K 0.01% +1,308 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,584 $350K 0.02% +19 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 6,518 $347K 0.05% 0 13F-HR/A Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 6,500 $346K 0.03% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,453 $343K 0.02% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,409 $341K 0.02% -7,723 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 6,400 $340K 0.13% +1,670 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,397 $340K 0.01% -376 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,364 $338K <0.01% -1,341 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 6,350 $338K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,466 $336K 0.02% +120 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,313 $336K <0.01% -294 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,313 $336K 0.08% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,288 $334K 0.02% +962 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,258 $333K 0.03% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,251 $332K <0.01% +2,012 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,239 $332K 0.02% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,173 $328K <0.01% -3,279 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 6,162 $328K -117 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,113 $325K 0.02% +658 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,100 $324K 0.02% -2,582 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,050 $322K <0.01% +78 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,036 $321K 0.01% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 6,000 $319K 0.1% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,953 $316K 0.01% +1,018 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,923 $315K <0.01% +84 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,906 $314K 0.01% -200 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,892 $313K 0.03% +570 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,867 $312K <0.01% +16 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,802 $309K 0.06% -347 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,760 $306K 0.01% +2,435 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,889 $306K 0.01% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,747 $306K 0.03% +2,427 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,750 $305K 0.04% 0 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 5,355 $301K 0.1% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,647 $300K <0.01% +792 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,615 $299K 0.09% -127 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,596 $298K <0.01% new 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 5,586 $297K 0.85% -1,365 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,564 $296K 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,559 $296K <0.01% -263 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,523 $294K 0.02% -413 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,444 $289K <0.01% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 5,443 $289K 0.13% -15 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,412 $288K 0.03% -1,253 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,353 $285K 0.03% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,333 $284K 0.18% -2,916 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 5,327 $283K -3,287 Timeline CX Institutional More: the full row for CX Institutional 5,327 $283K 0.01% -415 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,303 $282K <0.01% -21 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,293 $281K <0.01% -82,099 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 5,230 $278K 0.06% new 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,216 $277K 0.01% +1,400 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,208 $277K 0.06% +11 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,200 $276K 0.01% 0 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 5,200 $276K 0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,173 $275K 0.07% -13 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,093 $271K 0.03% -2,497 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,092 $271K <0.01% -310 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,073 $270K 0.07% +1 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,035 $268K 0.01% -1,788 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,026 $267K 0.12% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 5,000 $266K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $266K 0.05% 0 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,000 $266K 0.13% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,000 $266K 0.02% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,975 $265K 0.03% -145 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,974 $264K 0.14% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,945 $263K 0.15% -1,200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,941 $263K <0.01% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,935 $262K <0.01% -38,680 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,916 $261K <0.01% -368 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,908 $261K 0.01% +82 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,908 $261K 0.01% +1,178 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,882 $260K 0.01% +2,436 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,864 $259K 0.03% +3,498 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,864 $259K 0.02% +632 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,852 $258K <0.01% +102 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 4,840 $257K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,839 $257K <0.01% -654 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,800 $255K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,788 $255K <0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,747 $252K <0.01% +795 13F-HR/A Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,728 $251K 0.02% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,700 $250K 0.1% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,697 $250K <0.01% +559 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,684 $249K 0.12% +334 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,683 $249K 0.01% -52 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,637 $247K <0.01% +408 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,635 $246K 0.02% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,616 $245K 0.05% -81 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,615 $245K <0.01% -293 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,589 $244K <0.01% -750,000 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 4,584 $244K 0.04% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,576 $243K 0.04% -4 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,552 $242K 0.11% +14 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,533 $241K 0.03% +427 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,514 $240K 0.05% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,509 $240K 0.01% +3,360 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 4,537 $239K 0.03% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,501 $239K 0.02% -259 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,500 $239K 0.63% +500 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,436 $236K 0.01% -1,356 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,393 $234K 0.04% -80 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,348 $231K <0.01% -427 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,236 $225K 0.01% -825 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,220 $224K 0.04% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4,205 $224K 0.12% -119 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,185 $223K 0.03% -367 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,184 $222K 0.01% -2,713 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,123 $219K 0.07% -45 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,120 $219K 0.08% +80 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,092 $218K 0.01% -106 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,079 $217K 0.01% +397 13F-HR Timeline Group MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 4,050 $215K 0.22% -35 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,042 $215K 0.01% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,035 $215K 0.02% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,014 $213K 0.01% +249 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,012 $213K 0.05% -214 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,000 $213K <0.01% 0 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,997 $213K 0.01% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,994 $212K <0.01% new 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,983 $212K <0.01% -5,327 13F-HR Timeline