PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 29,282 $2.2M +5,585 Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 29,089 $2.18M 2.04% -485 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 29,086 $2.18M 0.02% 0 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 29,055 $2.18M 0.09% -9,233 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 28,215 $2.12M 0.14% +11,822 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 28,113 $2.11M 1.24% +18,901 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 27,647 $2.07M 0.75% -533 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 27,547 $2.06M <0.01% -100 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 27,493 $2.06M 0.04% +16,390 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 27,000 $2.02M <0.01% +3,730 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 26,844 $2.01M 0.03% -11,995 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,800 $2.01M 0.06% +1,934 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,691 $2M <0.01% +3,134 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 26,593 $1.99M 0.06% +22,306 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 27,158 $1.99M 0.03% -18,940 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 26,231 $1.97M 0.67% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 26,050 $1.95M 0.04% -3,209 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 26,037 $1.95M 0.48% +32 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25,808 $1.93M 0.18% -1,025 13F-HR Timeline Group RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 25,737 $1.93M 1.61% +335 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,688 $1.93M 0.01% +9,948 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 25,500 $1.91M 1.64% new 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 25,227 $1.89M 0.91% -1,472 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 23,964 $1.8M 0.83% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 23,619 $1.77M 0.3% +189 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 22,612 $1.7M 0.13% +290 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 22,428 $1.68M 0.54% +312 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,431 $1.68M 0.44% -72 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,381 $1.68M 0.11% new 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 22,065 $1.65M 0.62% -15,027 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 21,822 $1.64M 0.8% -704 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 21,550 $1.62M 0.03% -2,111 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 21,233 $1.59M 0.03% +523 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 21,052 $1.57M 0.28% +5,388 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 20,800 $1.56M 0.07% +1,015 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 20,691 $1.55M 0.15% -3,370 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 20,200 $1.51M 0.01% new 13F-HR Timeline Group Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 20,100 $1.51M 1.45% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 19,639 $1.47M 0.35% -491 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,093 $1.43M 0.08% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 19,081 $1.43M 0.09% new 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 18,890 $1.42M 0.15% -3,900 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 18,537 $1.39M <0.01% -3,810 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,481 $1.39M 0.01% +6,772 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,445 $1.38M 0.02% +10,145 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 18,045 $1.38M 0.02% -197 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18,049 $1.35M 0.15% -391 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 18,000 $1.35M 0.69% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,937 $1.34M 0.03% +495 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 17,794 $1.33M 0.45% 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,332 $1.29M <0.01% +4,079 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 17,100 $1.28M 0.01% -11,400 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 16,778 $1.26M 1.01% -276 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 16,600 $1.24M 0.51% -725 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,589 $1.24M 0.07% -105 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,541 $1.24M 0.17% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 16,309 $1.22M <0.01% +1,433 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 16,181 $1.21M 0.03% -624 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 16,010 $1.2M 0.08% -107,418 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 15,876 $1.19M 0.02% +563 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,831 $1.19M 0.01% +15,219 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,678 $1.18M 0.07% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 15,630 $1.17M <0.01% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,142 $1.14M 0.15% new 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 14,960 $1.12M 0.76% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,911 $1.12M <0.01% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 14,760 $1.11M 1.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,555 $1.09M <0.01% +94 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 14,579 $1.09M 0.57% -65 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,500 $1.09M <0.01% +1,182 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,463 $1.08M <0.01% -1,889 13F-HR Timeline Group COOPERMAN LEON G More: the full row for COOPERMAN LEON G 14,305 $1.07M 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,150 $1.06M 0.48% +753 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 13,968 $1.05M 0.84% -11,163 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 13,788 $1.03M 0.89% +106 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,685 $1.03M 0.05% -739 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,344 $1M 0.03% -8,920 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,588 $927K 0.01% +332 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,321 $924K 0.24% +8,892 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,290 $921K 0.04% +63 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,150 $911K 0.01% +103 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11,845 $888K <0.01% -3,164 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,797 $884K 0.01% -2,826 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,716 $878K <0.01% +1,486 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 11,048 $828K 0.35% +91 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,994 $824K <0.01% new 13F-HR/A Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,485 $786K 0.11% new 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 10,356 $776K 7.47% -112 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,190 $764K 0.05% +67 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 10,086 $756K 0.12% +1,271 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,059 $754K 0.01% -10,945 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,977 $748K 0.01% -3,450 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,883 $741K 0.03% -185 13F-HR/A Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 9,982 $739K 0.21% +891 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 9,783 $733K 0.03% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,756 $731K 0.18% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,743 $730K <0.01% -96 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,641 $723K 0.56% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,530 $714K 0.07% +160 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,459 $709K 0.09% +2,498 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 9,370 $702K 0.66% 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,305 $698K 0.48% +848 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,171 $688K 0.04% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,170 $687K 0.18% -1,492 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,139 $685K 0.02% -1,477 13F-HR Timeline Group Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 9,054 $679K 2.58% -15 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,920 $669K 0.03% +1,428 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,667 $663K 0.31% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,638 $648K 0.01% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,551 $641K 0.08% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,388 $629K 0.09% -31 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,334 $625K 0.01% +88 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,184 $614K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,179 $613K 0.02% +1,001 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,152 $611K 0.26% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 8,117 $606K 0.39% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,072 $605K 0.08% +5,022 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,039 $603K 0.09% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,951 $596K 0.04% +65 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 7,921 $594K 0.07% -279 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,904 $593K 0.04% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 7,726 $579K 0.09% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,380 $562K 0.05% +1,898 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,482 $561K 0.01% +1,432 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 7,457 $559K 0.53% +52 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 7,502 $554K 0.03% new 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,352 $551K <0.01% -2,304 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,337 $550K 0.02% 0 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,272 $545K 0.02% +3,912 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,205 $540K 0.14% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,060 $529K 0.01% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 7,000 $525K 0.3% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,900 $517K 0.1% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,885 $516K 0.01% -10,274 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,879 $516K 0.01% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,798 $510K <0.01% -52,466 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,794 $509K <0.01% -772 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 6,753 $506K 0.35% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,745 $506K 0.1% -3 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,744 $506K 0.13% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,725 $504K 0.02% -509 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 6,620 $496K 0.02% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,473 $485K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,400 $480K 0.01% +4,710 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 6,287 $471K 0.69% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 6,250 $469K 0.06% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,237 $468K 0.02% -31 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,219 $466K 0.02% -139 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,173 $463K 0.01% +22 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,160 $462K 0.01% +3,186 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,159 $462K 0.02% -11 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,150 $461K 0.07% new 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 6,023 $452K 0.3% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,020 $451K 0.06% -32 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,999 $450K 0.01% -80 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,956 $446K 0.04% -9,370 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,940 $445K 0.02% -429 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,911 $443K <0.01% -1,400 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,631 $422K <0.01% -1,163 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,625 $422K 0.01% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 5,475 $410K 0.2% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,886 $409K 0.05% +6,673 13F-HR/A Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 5,450 $409K 0.2% -95 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,445 $408K 0.01% -1,141 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,443 $408K 0.13% -271 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,425 $407K <0.01% -4,056 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,369 $403K <0.01% -1,325 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,363 $402K 0.06% +40 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 5,300 $397K 0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 5,282 $396K 0.19% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 5,256 $394K 0.09% -1,878 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,225 $392K 0.11% -300 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,186 $389K 0.04% -409 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,100 $382K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,057 $381K 0.06% +963 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,030 $377K 0.01% +28 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,980 $373K <0.01% -868 13F-HR/A Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,887 $366K 0.02% +4 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 4,738 $355K 0.3% new 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,721 $354K <0.01% +36 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,715 $353K 0.04% +29 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,669 $350K 0.08% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,629 $347K 0.16% +184 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,572 $343K 0.08% +64 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,567 $342K 0.05% -95 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,512 $338K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,494 $337K 0.01% +777 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,441 $333K 0.04% +387 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,405 $330K 0.01% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,399 $330K 0.15% -832 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,354 $326K 0.04% -1,180 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,349 $326K <0.01% -3,872 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,337 $325K 0.2% -30 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,317 $324K 0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,292 $322K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 4,200 $315K 0.05% +2,700 13F-HR Timeline Group Donor Advised Charitable Giving, Inc. 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