REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,097 $587K <0.01% +1,082 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 6,071 $584K 0.68% +2,209 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,070 $584K 0.24% -6,539 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,016 $579K 0.05% +535 13F-HR Timeline Group AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 6,004 $578K 0.01% new 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,994 $576K 0.04% +839 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,967 $574K 0.29% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,934 $571K 0.11% -206 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,918 $570K 0.13% +734 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,905 $568K 0.02% -106 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 5,852 $563K 0.49% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,846 $563K 0.16% new 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,811 $559K 0.61% new 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,810 $559K 0.07% +527 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,800 $558K 0.67% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,755 $554K 0.45% -943 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. 5,745 $553K 0.01% +163 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,742 $553K 0.25% -378 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,722 $551K 0.02% -1,020 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,712 $550K 0.03% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,672 $546K 0.08% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,650 $544K 0.21% 0 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 5,631 $542K 0.29% +469 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,613 $540K 0.05% +26 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,589 $538K 0.03% +139 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,583 $537K 0.1% -8 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,574 $537K 0.16% +1,544 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,568 $536K 0.03% +2,860 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,560 $535K 0.07% +190 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,546 $534K <0.01% +102 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,521 $531K 0.08% +1,796 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,518 $531K 0.17% -1,227 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,451 $525K 0.04% -342 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,435 $523K 0.26% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,424 $522K 0.01% new 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,417 $521K 0.11% +33 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,386 $518K 0.4% -382 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,383 $518K 0.04% -5 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,369 $517K 0.14% +934 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,364 $516K 0.11% +1,365 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,358 $516K <0.01% +890 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,340 $514K 0.19% +3,000 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,336 $514K 0.01% +1,726 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,332 $513K 0.08% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,260 $506K 0.31% +50 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,250 $505K 0.05% -198 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,229 $503K 0.05% -9,034 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,222 $503K 0.15% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,165 $497K 0.07% +739 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,138 $495K 0.09% +189 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,130 $494K 0.17% +450 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,120 $493K 0.29% +1,375 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,106 $492K 0.04% +651 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,083 $489K 0.2% +14 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,060 $487K 0.16% +2 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,692 $487K 0.05% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,057 $487K 0.05% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,045 $486K 0.03% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,025 $484K 0.03% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,019 $483K 0.03% -208 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 5,018 $483K 0.29% +115 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,012 $482K 0.01% +1,753 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,981 $479K 0.3% -274 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,976 $479K 0.02% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,950 $476K 0.52% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,941 $476K 0.01% +1,037 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 4,931 $475K 0.01% -573 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,918 $473K +276 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,866 $468K <0.01% -57,008 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,838 $466K <0.01% +119 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,777 $460K 0.01% +136 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,509 $459K 0.01% +11 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,730 $455K 0.05% -998 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,702 $454K 0.04% +795 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,671 $450K 0.09% +71 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,668 $449K 0.01% +314 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,655 $448K 0.21% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,624 $445K 0.22% -281 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,616 $444K 0.46% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,570 $440K 0.04% -24 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,537 $437K 0.02% +150 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,510 $434K 0.02% +10 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,506 $434K 0.01% -544 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,500 $433K 0.03% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,487 $432K 0.16% -58 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,486 $432K 0.05% new 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,486 $432K 0.04% -265 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,415 $425K 0.01% +406 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,387 $422K 0.09% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,358 $420K 0.33% -1 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,348 $419K <0.01% +1,045 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,861 $417K 0.08% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,330 $417K 0.17% +100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,327 $416K <0.01% +49 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,314 $415K 0.05% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,308 $415K 0.03% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,297 $414K 0.01% -21 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,288 $413K <0.01% -140 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,283 $412K 0.03% +51 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,244 $409K 0.03% +824 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,225 $407K 0.16% -404 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,202 $404K 0.32% -15 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,179 $402K 0.19% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,151 $401K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,159 $400K 0.01% -580 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,128 $397K <0.01% -350 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,125 $397K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,109 $396K 0.09% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,106 $395K 0.02% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4,100 $395K 0.18% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,057 $391K 0.02% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 4,015 $386K 0.1% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,001 $385K 0.02% +1,657 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,000 $385K 0.03% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,000 $385K 0.16% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,975 $383K 0.05% -240 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 3,970 $382K 0.18% +2,440 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,967 $381K 0.03% +3,963 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,951 $381K 0.01% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,951 $380K 0.21% -486 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,940 $379K 0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,926 $378K 0.01% +660 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,916 $377K 0.01% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 3,904 $376K 0.03% +940 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,901 $376K 0.17% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,898 $375K 0.4% +472 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 4,377 $371K 0.16% +279 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,470 $370K 0.01% -3,050 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,843 $370K 0.01% -399 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,830 $369K 0.04% +52 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,829 $369K 0.05% -5,054 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,825 $368K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,814 $367K 0.04% -75 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,805 $366K 0.18% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,800 $366K 0.13% -54 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,777 $364K 0.02% -1,731 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,775 $363K <0.01% +513 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,773 $363K 0.01% +248 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,773 $363K 0.03% +252 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,758 $362K 0.01% +644 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,732 $359K 0.03% +153 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,720 $358K 0.05% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,701 $356K <0.01% -1,943 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 3,676 $354K 0.02% -23 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,667 $353K 0.02% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,650 $351K 0.01% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,647 $351K 0.1% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,650 $351K 0.03% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,636 $350K 0.05% -272 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,631 $350K 0.05% +21 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,345 $349K 0.05% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,612 $348K 0.02% +310 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,598 $346K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,592 $346K 0.18% +206 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,584 $345K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,580 $345K 0.02% +1,100 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,580 $345K 0.04% -36 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,576 $344K 0.17% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,572 $344K 0.02% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,518 $339K 0.07% -97 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,500 $337K 0.04% 0 13F-HR/A Timeline R Squared Ltd More: the full row for R Squared Ltd 3,480 $335K 0.36% +2,790 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,473 $334K 0.1% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,467 $334K 0.28% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,463 $333K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,414 $329K 0.07% +512 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,412 $328K 0.14% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,407 $328K 0.01% -280 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,406 $328K <0.01% +1 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,389 $326K 0.03% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,392 $326K 0.09% +2 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,383 $326K 0.47% -112 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,382 $326K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,383 $325K <0.01% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,379 $325K 0.03% +403 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,363 $324K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,347 $322K 0.03% +1,096 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,140 $320K 0.03% +345 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,318 $319K 0.04% new 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,283 $316K 0.04% +943 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,281 $316K 0.02% -111 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,267 $314K -316 Timeline First National Trust Co More: the full row for First National Trust Co 3,264 $314K 0.01% -439 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,245 $312K 0.03% -6,250 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,238 $312K 0.05% +502 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 3,235 $311K 0.2% -20 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,217 $310K 0.18% -100 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,207 $309K 0.03% -374 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,203 $308K 0.13% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,200 $308K 0.04% 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,190 $307K 0.08% +140 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,166 $305K 0.01% +108 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,144 $303K 0.08% +438 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,138 $302K 0.03% +2,508 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,133 $302K 0.03% -339 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,129 $301K 0.05% +137 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,113 $301K 0.11% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,126 $301K 0.02% +403 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,111 $299K 0.12% +944 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,725 $296K 0.04% +42 13F-HR Timeline