X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,966 $433K 0.14% -37 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,740 $426K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,249 $411K <0.01% +106 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 12,959 $402K 0.09% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,875 $395K 0.01% +285 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,588 $390K 0.01% -900 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,277 $381K <0.01% +267 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 12,032 $373K <0.01% -43,733 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,800 $366K 0.01% +2,328 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,607 $360K <0.01% -5,644 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,600 $360K 0.01% -200 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Edgestream Partners, L.P. 7,510 $233K 0.01% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,451 $231K 0.03% -487 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,613 $226K 0.08% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,000 $217K 0.03% 0 13F-HR Timeline SMITH, MOORE & CO. 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More: the full row for HARBOUR INVESTMENTS, INC. 1,381 $42.8K <0.01% -403 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,312 $40.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,220 $37.8K <0.01% +970 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,072 $33.2K <0.01% +572 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,000 $31K 0.02% 0 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 800 $30.4K 0.04% 13F-HR/A Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 980 $30K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 960 $29.7K <0.01% +736 13F-HR Timeline Group AMERIFLEX GROUP, INC. 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