ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 22,282 $1.4M 0.08% +13,890 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 22,207 $1.4M 0.16% -1,693 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 22,040 $1.39M 0.92% -2,325 13F-HR Timeline Goehring & Rozencwajg Associates, LLC More: the full row for Goehring & Rozencwajg Associates, LLC 21,912 $1.37M 0.08% -101,340 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 21,835 $1.37M 0.11% +2,956 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 21,828 $1.37M 0.02% +10,919 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 21,820 $1.37M 0.02% +3,890 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 23,121 $1.37M 0.03% +16,625 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 21,700 $1.36M 0.53% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,672 $1.36M 0.05% +1,330 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 21,618 $1.36M 0.54% -852 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 21,551 $1.36M 0.05% +30 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 21,545 $1.35M 0.23% +1,115 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 21,425 $1.35M 0.25% -1,125 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 21,674 $1.34M 0.02% -18,995 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 21,220 $1.33M 0.63% -21 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 21,138 $1.33M 0.98% +1,406 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,851 $1.31M 0.08% -875 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 20,790 $1.31M 0.22% +1,200 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,735 $1.3M 0.02% -7,459 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 20,730 $1.3M 0.02% -4,468 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,620 $1.3M 0.08% -2,027 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 20,456 $1.29M 0.05% -310 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 20,316 $1.28M 0.43% +1,029 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 20,035 $1.26M 0.44% -869 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 19,960 $1.26M 0.11% -80 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 19,950 $1.25M 0.02% +532 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 19,928 $1.25M 0.53% +12,678 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,172 $1.24M 0.07% +3,263 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 19,737 $1.24M 0.34% +5,261 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 19,730 $1.24M 0.11% +2,982 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 19,517 $1.23M 0.1% +12,293 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 19,334 $1.22M 0.06% -1,598 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 19,300 $1.21M 0.03% +2,537 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 19,145 $1.2M 0.42% -1,569 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 19,005 $1.2M 0.24% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 18,841 $1.18M 0.02% +360 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,815 $1.18M 0.01% +12,364 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 18,788 $1.18M 0.01% -86,421 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 18,753 $1.18M +1,967 Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 18,718 $1.18M 0.36% +1,626 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 18,686 $1.18M <0.01% -385 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 19,057 $1.17M 0.69% +672 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 18,663 $1.17M 0.04% +205 13F-HR Timeline OSSIAM More: the full row for OSSIAM 18,657 $1.17M 0.02% -281,616 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 18,643 $1.17M 0.61% -31 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 18,522 $1.16M 0.24% +4,300 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 18,460 $1.16M 0.17% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,389 $1.16M 0.02% -200 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 18,353 $1.15M 0.02% +198 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 18,256 $1.15M 0.21% -375 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,062 $1.14M 0.04% +12,611 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 19,382 $1.13M 0.24% +1,209 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 18,039 $1.13M 0.14% -18,646 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,034 $1.13M 0.08% +23 13F-HR Timeline Birchview Capital, LP More: the full row for Birchview Capital, LP 18,035 $1.13M 0.53% -5 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 18,030 $1.13M 0.55% -288 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,984 $1.13M 0.28% -557 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 17,967 $1.13M 0.25% -195 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,920 $1.13M 0.09% +370 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 17,798 $1.12M 0.11% +121 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,754 $1.12M 0.02% +130 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 17,729 $1.11M 0.6% -1,180 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 17,682 $1.11M 0.54% -213 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 17,620 $1.11M 0.18% 0 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 17,513 $1.1M 0.02% +1,962 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 17,500 $1.1M 0.36% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 17,480 $1.1M 0.26% -845 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 17,320 $1.09M <0.01% +700 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 17,240 $1.08M 0.02% new 13F-HR/A Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 17,170 $1.08M 0.43% -1,150 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 17,154 $1.08M 0.26% +9,631 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,131 $1.08M 0.02% -1,682 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,125 $1.08M 0.07% +3,775 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 17,117 $1.08M 0.33% -3,249 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 17,000 $1.07M 1.38% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,874 $1.06M 0.06% +2,208 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 16,863 $1.06M 0.49% -20 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,827 $1.06M 0.02% +4,759 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 16,752 $1.05M 0.1% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 16,701 $1.05M 0.38% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,699 $1.05M 0.02% -1,916 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,008 $1.05M 0.03% +1,341 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,634 $1.05M 0.01% +1,759 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 16,578 $1.04M 0.23% +5,295 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 16,542 $1.04M 0.09% +10,942 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 16,494 $1.04M 0.32% -2,112 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 16,467 $1.04M 0.21% -178 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,446 $1.03M 0.01% +138 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 16,371 $1.03M 0.01% +503 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,366 $1.03M 0.04% +2,092 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 16,263 $1.02M 0.06% -5,901 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 16,248 $1.02M 0.07% -34,301 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,225 $1.02M 0.06% -100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16,138 $1.01M 0.13% +1 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 16,050 $1.01M 0.06% +1,861 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 16,003 $1.01M 0.29% -17,648 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,959 $1M 0.02% +281 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 15,953 $1M 0.06% +1,750 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 15,898 $1000K 0.1% +8,213 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 15,840 $996K 0.46% -2,477 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,837 $996K 0.07% +335 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 15,787 $993K 0.05% +9,951 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,770 $992K 0.12% +884 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,765 $991K 0.2% +19 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 15,516 $976K 0.17% -390 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,483 $974K 0.03% +10,654 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 15,478 $973K 0.25% -589 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 15,426 $970K 0.18% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,393 $968K 0.01% +2,771 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,391 $968K 0.02% +52 13F-HR Timeline Group Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 15,312 $963K 0.66% -510 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 15,203 $956K 0.2% -327 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,203 $956K 0.02% +1,183 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 15,170 $954K 0.21% +1,590 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,160 $953K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15,071 $948K 0.01% -43,258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fractal Investments LLC More: the full row for Fractal Investments LLC 15,068 $948K 0.11% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 15,000 $943K 0.14% 0 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 15,000 $943K 0.87% +5,000 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 14,758 $928K 0.55% +310 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,059 $928K 0.03% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 14,743 $927K 0.07% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,729 $926K 0.04% +41 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 14,603 $918K 0.07% +2,506 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 14,581 $917K 0.45% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,568 $916K 0.05% +111 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,378 $904K 0.01% +2,988 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 14,335 $902K 0.06% -10,757 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 14,319 $901K 0.01% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 14,175 $891K 0.75% -100 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 14,151 $890K 0.06% +1,200 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,115 $888K 0.16% +14,020 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 14,070 $885K 0.3% -356 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,035 $883K 0.14% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 14,009 $881K 0.01% +3,643 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 13,976 $879K 0.23% -411 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 13,942 $877K 0.23% +8,407 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 13,929 $876K 0.07% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 13,855 $871K 0.02% -280 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 13,835 $870K 0.06% +1,512 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 13,800 $868K 0.53% +2,221 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,486 $866K 0.02% +750 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 13,663 $859K 0.01% -740 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 13,638 $858K 0.18% +122 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,609 $856K 0.11% 0 13F-HR Timeline Group Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 13,590 $855K 0.19% -1,430 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 13,519 $850K 0.04% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 13,485 $848K 0.54% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,416 $844K 0.03% -719 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,317 $838K 0.01% +1,104 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,292 $836K 0.02% -2,687 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 13,286 $836K 0.03% -8,796 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,275 $835K 0.09% -263 13F-HR/A Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 13,366 $835K 0.02% new 13F-HR Timeline Group Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 13,242 $833K 0.61% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,235 $832K 0.05% +340 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,130 $826K 0.18% -1,574 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 13,119 $825K 0.13% -128 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,062 $821K 0.08% -1,316 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,925 $813K 0.18% +1,545 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 12,756 $802K 0.03% +831 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 12,664 $796K 0.58% -39,509 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12,662 $796K <0.01% +9,078 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 12,621 $794K 0.42% -4,102 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 12,621 $794K 0.1% +7,934 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,612 $793K 0.22% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,597 $792K 0.02% +666 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 12,576 $791K 0.29% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 12,571 $791K 0.28% +385 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,570 $791K 0.05% +1,986 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 12,564 $790K 0.03% -4,456 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,525 $788K 0.13% +8,255 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,514 $787K 0.02% +954 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 12,488 $785K 0.21% +399 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,445 $783K 0.06% -4,419 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,404 $780K 0.06% +2,297 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 12,363 $778K 0.23% +823 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,327 $775K 0.1% +956 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 12,306 $774K 0.2% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 12,287 $773K 0.15% -18 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 12,278 $772K 0.11% +808 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 12,215 $768K 0.03% 0 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 12,206 $768K 0.07% +719 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 12,204 $768K 0.06% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,156 $764K 0.28% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 12,105 $761K 0.35% -83 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 12,082 $760K 0.32% +66 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,020 $756K 0.46% +828 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,950 $752K 0.04% +3,939 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 11,891 $748K 0.13% +2,093 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,873 $747K 0.02% -2,219 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,833 $744K 0.02% +521 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 11,828 $744K 0.67% +76 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,822 $744K 0.09% +779 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 11,802 $742K 0.07% +47 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 11,790 $741K 0.05% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 11,700 $736K 0.5% +7,906 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 11,608 $730K 0.07% new 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 11,495 $723K 0.33% +3,308 13F-HR Timeline