Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 13,463 $1.1M 0.31% -748 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 13,440 $1.1M 0.03% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 13,423 $1.1M 0.02% -202 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,250 $1.08M 0.02% -5,843 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 13,221 $1.08M 0.78% +1,565 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,051 $1.07M 0.04% -126 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,312 $1.06M 0.02% +249 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 12,913 $1.06M <0.01% new 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 12,650 $1.03M 0.44% -167 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 12,611 $1.03M 0.65% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 12,587 $1.03M 0.03% -1,106 13F-HR Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 12,577 $1.03M 0.1% -558 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 12,455 $1.02M 0.33% -2,085 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,436 $1.02M 0.01% -538 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,551 $1.01M 0.02% +5,988 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,203 $997K 0.17% +7,968 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,197 $996K 0.02% -4,196 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,111 $996K 0.03% +5,205 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,103 $989K 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12,047 $984K 0.12% +1,550 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,030 $983K 0.27% +2,860 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,958 $977K 0.67% +775 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,868 $970K <0.01% -846 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,740 $959K 0.01% +2,483 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 11,734 $959K 0.71% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 11,621 $950K 0.12% -1,222 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,335 $926K 0.05% -3,772 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 11,272 $921K 0.38% +5,140 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,172 $913K 0.01% +93 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,012 $900K 0.05% -19,473 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,842 $886K 0.01% +1,261 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,812 $884K 0.01% +2,597 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,782 $881K 0.1% +4,912 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 10,735 $877K 0.02% +3,370 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,908 $870K 0.01% -7,568 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 10,639 $869K 0.14% +2,890 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 10,604 $867K +398 Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,568 $864K 0.12% 0 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 10,556 $863K 0.58% +185 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,499 $858K 0.01% +9,179 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,455 $854K 0.38% new 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 10,445 $854K 0.14% -385 13F-HR Timeline TOBAM More: the full row for TOBAM 10,412 $851K 0.22% -7,009 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 10,405 $850K 0.01% +503 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,359 $847K 0.03% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 10,305 $842K 0.15% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,294 $841K 0.02% +2,165 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,268 $839K 0.02% +4,074 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10,224 $836K 0.06% -2,308 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 10,059 $831K 0.22% -1,641 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,138 $829K 0.02% -2,112 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,129 $828K 0.03% +2,549 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,100 $825K 0.04% -236 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,090 $825K 0.61% -410 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,607 $823K 0.18% -394 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,044 $821K 0.12% +3,375 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 10,029 $820K 0.06% +301 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 10,005 $818K 0.17% 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 10,000 $817K 0.25% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 9,966 $814K 0.01% -17,900 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,954 $813K 0.06% +84 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,937 $812K <0.01% +3,605 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,873 $807K 0.02% -4,166 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,795 $800K 0.01% +240 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,786 $800K 0.02% +4,444 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 9,675 $791K 0.52% +250 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,579 $783K 0.01% +322 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 9,472 $774K 0.08% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,379 $766K 0.01% +2,230 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,328 $762K 0.08% -3,837 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,101 $760K 0.02% +1,479 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 9,266 $757K 0.03% -13 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,237 $755K 0.01% +2,461 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,204 $752K 0.28% 0 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 9,200 $752K 0.15% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 9,189 $751K 0.14% +3,873 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,146 $747K 0.02% +4,990 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 9,123 $746K 0.73% -560 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,108 $744K 0.02% -741 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,705 $744K 0.09% -563 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 9,094 $743K 0.54% -1,382 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 9,091 $743K 0.49% +237 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 9,090 $743K 0.42% +8,450 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 8,961 $732K 0.13% +1,987 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8,988 $729K 0.37% +243 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,861 $724K <0.01% -1,438 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,850 $723K <0.01% +2,027 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,818 $721K 0.01% -139 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 8,817 $721K 0.3% +431 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 8,733 $714K 0.24% +362 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,654 $707K 0.02% +36 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 8,611 $704K 0.28% +2,463 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 8,590 $702K 0.01% -797 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 8,556 $699K 0.15% +658 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 8,553 $699K 0.3% -121 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,552 $699K 0.12% +1,450 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,537 $698K 0.29% -391 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,505 $695K 0.01% +3,260 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,486 $693K 0.29% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,462 $691K 0.02% +3,938 13F-HR Timeline Group Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 8,440 $690K 0.65% 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 8,434 $689K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,430 $689K 0.01% -289 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 8,379 $685K 0.3% -573 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,280 $677K 0.05% +151 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,265 $675K 0.09% +244 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,249 $674K 0.04% +980 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,174 $668K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,170 $668K 0.01% -11,276 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,085 $661K 0.07% -7,891 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,014 $655K 0.01% -290 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7,955 $650K 0.18% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,853 $642K 0.08% +462 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,847 $641K 0.02% -92 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 7,767 $635K 0.3% +1,284 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,613 $622K 0.04% -246 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,576 $619K 0.13% +3,025 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,561 $618K 0.09% +72 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,542 $616K 0.01% +1,100 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 7,541 $616K 0.25% -1,046 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,539 $616K 0.4% +927 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 7,532 $616K 0.55% +1,391 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,500 $613K 0.07% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,500 $613K 0.05% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 7,491 $612K 1.01% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 6,661 $599K 0.57% -1,470 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,285 $595K 0.07% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,246 $592K 0.05% +1,542 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,321 $591K 0.19% +899 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 7,175 $586K 0.59% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 7,170 $586K 0.16% +1,485 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 7,166 $586K 0.26% +2,156 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,131 $583K 0.24% -273 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,086 $579K 0.04% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,835 $569K 0.06% -2,273 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,948 $568K 0.07% -843 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,940 $567K 0.19% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,899 $564K 0.05% +1,158 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,184 $562K 0.02% new 13F-HR Timeline Group HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 6,874 $562K 0.22% -20,360 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,864 $561K 0.02% -525 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,847 $560K 0.13% +437 13F-HR/A Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,819 $557K 0.12% +1,098 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,800 $556K 0.02% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,795 $555K 0.01% -12 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,792 $555K 0.17% -1,073 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,751 $552K 0.04% +1,852 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,705 $548K 0.17% 0 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. 6,700 $547K 0.01% +1,275 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,579 $538K 0.01% +2,019 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,565 $536K <0.01% -2,669 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,548 $535K 0.01% +398 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 6,546 $535K 0.12% +1,230 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,538 $534K 0.27% -543 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,535 $534K 0.08% -55 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,468 $532K 0.03% -7,541 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,497 $531K 0.03% +938 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,495 $531K 0.23% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,487 $530K 0.02% new 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,432 $526K 0.02% -2,415 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 6,400 $523K 0.3% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,349 $519K 0.04% +86 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,312 $516K 0.01% -115 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,305 $515K 0.01% +760 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,205 $507K 0.06% -11,842 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,172 $504K 0.06% +2,264 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,160 $503K <0.01% +1,188 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,142 $502K 0.13% -2,207 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,124 $500K 0.04% +1,319 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,094 $498K 0.08% 0 13F-HR Timeline Group WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 6,092 $498K 0.22% -11,059 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,054 $495K 0.02% +598 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 6,009 $491K 0.47% +208 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 6,000 $490K 0.09% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,936 $485K 0.03% +1,751 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,934 $485K 0.04% -139 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,933 $485K 0.02% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,917 $484K 0.02% -318 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,870 $480K 0.01% -589 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,864 $479K 0.05% +1,583 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,839 $477K 0.29% +442 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,015 $475K 0.08% -1,937 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,800 $474K 0.09% +2,803 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,782 $473K 0.04% +189 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,747 $470K 0.02% -1,781 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,736 $469K 0.01% +1,432 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J. Goldman & Co LP More: the full row for J. Goldman & Co LP 5,662 $463K 0.02% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,653 $462K 0.01% +222 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,628 $460K 0.19% -5,627 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,625 $460K 0.06% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,613 $459K 0.3% +1,286 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,566 $455K 0.04% +1,808 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,529 $452K <0.01% +2 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,517 $451K 0.01% +122 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,516 $451K 0.03% +2,306 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,474 $447K 0.03% -9,585 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,463 $446K 0.28% -200 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,454 $446K 0.03% +2,520 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,634 $445K 0.02% +304 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,849 $438K 0.01% new 13F-HR Timeline