Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,486 $571K 0.32% -6,527 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,449 $569K 0.01% +1,794 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,383 $565K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,310 $561K 0.01% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 10,226 $556K 0.25% -200 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,149 $552K 0.03% +361 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 10,144 $552K 0.41% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,083 $549K 0.01% +633 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,018 $545K 0.13% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,003 $544K <0.01% +4,174 13F-HR Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 10,000 $544K <0.01% 0 13F-HR/A Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,961 $542K 0.05% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 9,634 $524K 0.13% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,563 $520K 0.04% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,005 $509K 0.09% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,270 $504K 0.01% +155 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,226 $502K 0.01% +1,390 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,175 $499K 0.02% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 9,068 $493K 0.12% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 9,043 $492K <0.01% new 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,962 $488K 0.01% +206 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,944 $487K 0.08% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,806 $479K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,794 $478K 0.01% -1,839 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,793 $478K 0.01% +2,188 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 8,713 $474K <0.01% 13F-HR/A Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 8,709 $474K 0.02% -7,170 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 8,708 $474K 0.02% -624 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,678 $472K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,342 $471K 0.01% +979 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8,566 $466K <0.01% +8,523 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,321 $453K 0.02% -2,694 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 8,068 $452K 0.01% +8 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,287 $451K 0.02% +2,491 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,257 $449K 0.28% +664 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,164 $444K 0.05% -433 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,157 $444K 0.01% -824 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 8,152 $444K 0.04% -295 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,139 $443K 0.04% -158 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,066 $439K 0.08% -536 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,056 $438K 0.06% -7,267 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 8,031 $437K <0.01% -1,396 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8,018 $436K 0.24% +6,017 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,010 $436K 0.02% 0 13F-HR Timeline PSP Research LLC More: the full row for PSP Research LLC 8,000 $435K 0.23% -3,948 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 7,911 $430K 0.04% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,870 $428K 0.01% -6,058 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 7,837 $426K 0.02% +134 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,833 $426K 0.06% +107 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,769 $423K 0.03% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,738 $421K 0.01% -196 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,699 $419K 0.01% -111 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 7,644 $416K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,617 $414K 0.08% -128 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 7,583 $413K 0.35% -248 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,541 $410K 0.01% +1,559 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,534 $410K <0.01% -2,737 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,500 $408K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,495 $408K <0.01% -13,105 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,541 $407K <0.01% +8 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,318 $398K 0.13% -343 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,252 $395K 0.06% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,242 $394K <0.01% +1,297 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,240 $394K <0.01% +1,614 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,198 $392K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,184 $391K 0.01% +1,130 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,178 $391K 0.01% +178 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,111 $387K 0.02% -942 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,093 $386K 0.06% +71 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,071 $385K <0.01% -923 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,974 $379K 0.01% -27 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 6,971 $379K <0.01% -756 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,897 $375K <0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,873 $374K 0.03% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,871 $374K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,755 $368K 0.01% +3,670 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,669 $363K <0.01% +29 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,664 $363K 0.08% +702 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 6,650 $362K 0.22% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,620 $360K 0.17% -5,907 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 6,601 $359K 0.14% -1,399 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,473 $352K 0.04% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,419 $349K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,327 $344K 0.01% -2,556 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,283 $342K 0.02% +661 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,179 $336K 0.06% +519 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,173 $336K <0.01% new 13F-HR Timeline Group Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 6,167 $336K 0.33% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,155 $335K 0.02% +51 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,031 $328K <0.01% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 6,000 $326K 0.08% -4,000 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,941 $323K 0.21% -300 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,934 $323K 0.01% +288 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,933 $323K 0.01% new 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. 5,818 $317K 0.01% -223 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,812 $316K 0.03% +44 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,806 $316K 0.02% -119 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,744 $313K 0.02% -834 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,702 $308K 0.02% +2,137 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,662 $308K 0.13% -214 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,658 $308K <0.01% +158 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 5,619 $306K 0.02% -183 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,481 $298K 0.27% -4,144 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,438 $296K 0.04% -76 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,406 $294K 0.06% +4,872 13F-HR/A Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,399 $294K 0.03% -61 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,397 $294K 0.07% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,377 $293K -156 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,357 $291K <0.01% -694 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,201 $283K <0.01% -394 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,184 $282K 0.11% -9 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,169 $281K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,155 $280K 0.12% -26 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,118 $278K <0.01% -832 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,059 $275K <0.01% -3,158 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,043 $274K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,023 $273K 0.01% +206 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 5,018 $273K 0.04% +31 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,004 $272K 0.22% -678 13F-HR Timeline Rangeley Capital, LLC More: the full row for Rangeley Capital, LLC 5,000 $272K 0.25% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,966 $270K <0.01% -1,056 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,945 $269K 0.04% +145 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,948 $269K 0.02% -29,828 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 4,908 $267K <0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,890 $266K 0.04% -88 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,811 $262K <0.01% -36 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,801 $261K 0.02% -394 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,770 $260K 0.08% -3,071 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,741 $258K 0.03% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,722 $257K 0.03% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,673 $254K 0.02% +1,376 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 4,651 $253K 0.04% -3,233 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,632 $252K <0.01% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 4,619 $251K 0.09% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,600 $250K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,560 $248K <0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,548 $247K 0.01% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,516 $246K 0.1% -1,773 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,507 $245K 0.01% +74 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,431 $241K 0.18% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 4,382 $238K 0.17% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,344 $236K <0.01% +482 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,338 $236K 0.04% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,326 $235K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,281 $233K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,266 $232K 0.02% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,218 $230K <0.01% -1,017 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 4,200 $229K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,186 $228K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,157 $226K 0.02% -1,083 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,146 $226K 0.04% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,100 $223K <0.01% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 4,092 $223K 0.08% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,901 $220K 0.1% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,027 $219K <0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,007 $218K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,002 $218K <0.01% -681 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,000 $218K 0.01% new 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,000 $218K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,992 $217K 0.01% +134 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,970 $216K 0.08% new 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 3,893 $212K <0.01% -963,516 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,885 $211K <0.01% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,750 $210K 0.08% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,852 $210K <0.01% new 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 3,800 $207K 0.1% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,789 $206K 0.05% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,759 $205K 0.03% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,741 $204K 0.03% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,739 $203K 0.03% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,689 $203K <0.01% new 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,682 $200K 0.31% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,570 $194K 0.09% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,413 $186K <0.01% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,973 $162K 0.04% -48 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,737 $149K 0.04% -464 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,288 $124K 0.01% +552 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,273 $124K 0.04% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,148 $117K <0.01% 0 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,093 $114K 0.04% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,066 $112K 0.07% +222 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,007 $109K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,981 $109K <0.01% +9 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,926 $105K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,697 $92.3K <0.01% +32 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 1,651 $89.8K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,624 $88.4K 0.05% +348 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,452 $79K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,416 $77K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,406 $76.5K 0.04% -1,708 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,403 $76.3K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,378 $75K <0.01% +196 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,321 $71.9K <0.01% +2 13F-HR Timeline North Star Investment Management Corp. 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