Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 13,674 $1.29M 0.28% +10,464 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 13,652 $1.29M +175 Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 13,650 $1.29M 0.57% -341 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 13,620 $1.29M 0.12% -635 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 13,470 $1.27M 0.06% -579 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 13,265 $1.25M 0.01% -576,776 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,242 $1.25M 0.05% -2,741 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 13,220 $1.25M 0.72% -1,496 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 13,027 $1.23M 0.03% 13F-HR/A Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 12,904 $1.22M 0.67% +1,253 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,819 $1.21M 0.09% +173 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 12,766 $1.21M 1.78% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 12,705 $1.2M 0.9% -94 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 12,609 $1.19M 0.47% 0 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 12,495 $1.18M 0.02% -20,179 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 12,417 $1.17M 0.16% new 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 12,290 $1.16M 0.02% -17 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,227 $1.16M 0.02% -10,318 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 12,200 $1.15M 0.19% -120 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,203 $1.15M 0.01% -239 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 12,203 $1.15M 0.01% -239 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,113 $1.14M 0.01% +1,041 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 12,046 $1.14M 0.04% -13 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,922 $1.13M 0.09% -6,584 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,910 $1.13M 0.02% +292 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 11,671 $1.1M 0.74% 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 11,658 $1.1M 0.43% +435 13F-HR Timeline STF Management LP More: the full row for STF Management LP 11,655 $1.1M 0.49% +766 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 11,634 $1.1M 0.84% +200 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 11,441 $1.08M 1.01% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,268 $1.06M 0.09% +2,698 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 11,136 $1.05M 0.49% +77 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,803 $1.05M 0.17% -122 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 11,100 $1.05M 1.21% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,002 $1.04M 0.56% +389 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 10,909 $1.03M 0.33% new 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 10,866 $1.03M 0.05% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,830 $1.02M 0.04% +625 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,799 $1.02M 0.03% -198 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,751 $1.02M 0.05% +172 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 10,650 $1.01M 0.59% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,586 $1M 0.01% 0 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,580 $1000K 0.12% +1,880 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 10,550 $997K 0.21% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,510 $993K 0.18% +62 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 10,382 $981K 0.04% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,360 $979K 0.04% +1 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 10,340 $977K 0.06% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,327 $976K 0.03% +221 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 10,305 $974K 0.22% 0 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 10,259 $969K 0.01% +145 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,254 $969K 0.03% -928 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,226 $966K 0.14% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,197 $963K 0.04% -1,200 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,031 $948K 0.01% +677 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,004 $945K 0.44% -16 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 9,981 $943K 0.1% -16,003 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,876 $933K 0.06% -1,748 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,697 $916K 0.03% +3,034 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,697 $916K 0.03% -705 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,693 $916K 0.06% +81 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,570 $904K 0.07% +1,779 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,390 $902K <0.01% +116 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 9,505 $898K 0.57% -2,873 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,495 $897K 0.12% +6,114 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,485 $896K 0.05% +1,326 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 9,402 $888K 0.78% -60 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,392 $887K 0.11% 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 9,297 $878K 0.1% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,213 $870K 0.02% -30 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 9,171 $866K 0.39% 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 9,075 $857K 0.61% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,974 $848K new Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 8,919 $843K 0.05% +346 13F-HR Timeline Bell Bank More: the full row for Bell Bank 8,916 $842K 0.06% +220 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,883 $839K 0.11% +5,956 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,878 $839K 0.05% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 8,842 $835K 0.27% 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,800 $831K 0.21% -1,400 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,775 $829K 0.02% -641 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,770 $829K 0.1% -2,766 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,686 $821K 0.02% +74 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 8,659 $818K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,536 $806K <0.01% -2,091 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,519 $805K 0.39% -31 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8,500 $803K 0.03% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 8,492 $802K 0.02% -19,186 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,398 $793K 0.01% +215 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,369 $791K 0.01% +34 13F-HR/A Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,364 $790K 0.04% -1,702 13F-HR/A Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 8,346 $789K 0.07% +114 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,344 $788K 0.24% -165 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 8,300 $777K 0.01% +270 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 8,216 $776K 0.12% +195 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 8,188 $774K 0.06% -514 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,129 $768K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 8,055 $761K 0.24% -85 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,000 $756K 0.02% +47 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,890 $745K 0.03% -128 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,870 $744K 0.01% +9 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,792 $741K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,738 $731K 0.02% +204 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,716 $729K 0.01% +1,559 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,706 $728K 0.01% +156 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 7,700 $727K 0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,676 $725K 0.05% -7,594 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,673 $725K 0.06% -200 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,624 $720K 0.03% -714 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 7,534 $712K 0.54% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,500 $709K 0.09% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,496 $708K 0.08% +1,833 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 7,475 $706K 0.41% +153 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,462 $705K 0.06% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,398 $699K 0.01% -6,725 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 7,365 $696K 0.03% +16 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,335 $693K 0.02% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 7,327 $692K 0.23% -445 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,300 $690K 0.02% +3,978 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,285 $688K 0.2% 0 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,285 $688K 0.29% 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 7,262 $686K 0.03% +180 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,246 $685K 0.03% -33,948 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,150 $676K 0.03% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,113 $672K 0.65% 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 7,096 $670K 0.02% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 7,095 $670K 0.02% -939 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 7,086 $669K <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,032 $664K 0.01% +2,471 13F-HR Timeline Group Transform Wealth, LLC More: the full row for Transform Wealth, LLC 7,014 $663K 0.04% -95 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,016 $659K 0.3% +638 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,904 $652K 0.2% +111 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 6,895 $651K 0.07% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,821 $644K 0.02% +2,434 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,807 $643K 0.26% -3 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,805 $643K 0.21% -1,000 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 6,773 $640K 0.17% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,748 $638K 0.04% +346 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,745 $637K 0.19% -244 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,742 $637K 0.03% -35,242 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,702 $633K 0.05% +384 13F-HR Timeline Group Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,698 $633K 0.61% 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,520 $626K 0.02% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 6,596 $623K 0.03% +173 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,540 $618K 0.11% 0 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 6,525 $616K 0.07% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,510 $615K 0.02% -200 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,509 $615K 0.08% +2,930 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,495 $614K 0.34% -30 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,479 $612K 0.1% -176 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,472 $611K 0.01% +2,867 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,425 $607K 0.17% 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 6,421 $607K 0.08% -175 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,415 $606K 0.02% +1,165 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,385 $603K 0.01% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 6,375 $602K 0.44% -500 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 6,356 $601K 0.01% +88 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,191 $596K 0.59% 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,240 $590K 0.02% +124 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,194 $585K 0.13% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 6,140 $580K 0.09% +263 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,120 $578K 0.25% -101 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,837 $573K <0.01% +329 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 6,059 $572K 0.01% -121,775 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,011 $568K 0.02% +13 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,005 $567K 0.13% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 5,843 $552K 0.34% -1,286 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,842 $552K 0.07% -433 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,809 $549K 0.03% +402 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,800 $548K 0.77% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,793 $547K 0.04% +2,827 13F-HR/A Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,768 $545K 0.42% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,736 $542K 0.04% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,728 $541K 0.06% +510 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,712 $540K 0.03% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,684 $537K 0.12% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,672 $536K 0.08% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,650 $534K 0.2% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,644 $533K <0.01% +1,305 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,634 $532K <0.01% -4,497 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,610 $530K 0.35% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,591 $528K 0.1% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,587 $528K 0.05% -191 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. 5,582 $527K 0.01% +1,242 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,508 $520K 0.02% new 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,504 $520K 0.01% +63 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,481 $518K 0.04% +188 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,450 $515K 0.03% -901 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,448 $515K 0.05% -977 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,444 $514K <0.01% -43,488 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,388 $509K 0.05% -66 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,384 $509K 0.1% -156 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,370 $507K 0.07% -230 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,339 $504K 0.01% +1,557 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,325 $503K 0.02% -392 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,283 $499K 0.06% +1,069 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,260 $497K 0.02% +150 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,255 $496K 0.31% -15 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,227 $494K 0.02% +69 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,210 $492K 0.19% +3,660 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,184 $490K 0.16% +1,669 13F-HR Timeline