Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 76,350 $3.51M 1.84% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 74,701 $3.43M 0.11% +9,416 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 74,483 $3.42M 0.03% -23,884 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 74,338 $3.42M 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 74,285 $3.41M 0.22% +63,233 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 73,472 $3.38M 2.2% -337 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,303 $3.37M <0.01% +1,784 13F-HR Timeline Group CMC Financial Group More: the full row for CMC Financial Group 72,796 $3.35M 7.57% -5,631 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 68,244 $3.32M 0.41% -2,150 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 71,467 $3.29M 0.02% -12,150 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 70,642 $3.25M 0.42% -16,665 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 70,500 $3.24M 2.78% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 70,302 $3.23M 0.09% +9,256 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 69,121 $3.18M 1.9% -3,538 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 69,074 $3.18M 0.03% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 68,023 $3.13M 0.16% +4,131 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 67,296 $3.09M +1,201 Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 65,220 $3M 0.09% +2,905 13F-HR/A Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 65,000 $2.99M 0.03% +50,000 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 64,966 $2.99M 0.06% -64,966 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 63,932 $2.94M 0.08% +18,566 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 61,799 $2.94M 0.56% +8,631 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 63,499 $2.92M 0.13% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 62,890 $2.89M 0.41% +3,325 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 62,470 $2.87M <0.01% -1,500 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 62,166 $2.86M 0.02% -503 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 61,760 $2.84M 0.37% -7,700 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 60,469 $2.78M <0.01% -73,330 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 60,387 $2.78M 1.09% -2,542 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 60,223 $2.77M 1.16% -149 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 60,087 $2.76M 2.11% +41,549 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 59,752 $2.72M 0.01% -280,118 13F-HR Timeline Group MOON CAPITAL MANAGEMENT LP in group MOON CAPITAL MANAGEMENT LP More: the full row for MOON CAPITAL MANAGEMENT LP 59,123 $2.72M 2.15% 0 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 54,612 $2.71M 1.82% -38,159 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 58,297 $2.68M 2.89% new 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 58,229 $2.68M 3.1% +3 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 57,929 $2.66M 0.2% +1,554 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 57,838 $2.66M 0.15% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 57,573 $2.65M -216,127 Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 57,381 $2.64M 0.55% +4,384 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 57,272 $2.63M 0.9% -17,312 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 57,086 $2.62M 0.58% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 56,878 $2.61M 0.19% -11,970 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 56,449 $2.59M 0.09% -2,301 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 56,018 $2.58M 0.09% -89 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 55,498 $2.55M 0.51% +2,765 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 55,113 $2.53M 1.15% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 55,000 $2.53M 0.33% 0 13F-HR Timeline Group Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 54,172 $2.49M 2.62% +305 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 53,806 $2.47M 1.28% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 53,733 $2.47M 0.56% +15,407 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 53,483 $2.46M 0.04% 0 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 53,404 $2.45M 0.99% +456 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 53,238 $2.45M 0.08% -206,552 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 50,028 $2.44M 0.07% +30,519 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 52,935 $2.43M 0.46% -839 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,235 $2.4M 0.07% +6,766 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 51,659 $2.37M 0.46% +21,415 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 51,254 $2.36M 0.09% +9,132 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 51,227 $2.35M 0.05% -66 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 50,625 $2.33M 0.47% +830 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 49,908 $2.29M <0.01% new 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 49,700 $2.28M 1.26% -5,097 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 49,486 $2.27M 0.01% +8,029 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 48,748 $2.24M 0.56% +36,482 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 48,686 $2.24M -3,654 Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 48,555 $2.23M 0.68% -7,055 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 48,464 $2.23M 1.49% -3,488 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 48,415 $2.23M 0.02% -1,000 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 48,193 $2.22M 0.58% -623 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 48,124 $2.21M 0.03% -871 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 48,055 $2.21M <0.01% -328,617 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 47,715 $2.19M 0.14% -136 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 47,400 $2.18M 1.43% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 47,353 $2.18M 0.01% -22,673 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 47,255 $2.17M 0.92% +1,512 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 46,055 $2.12M 2.12% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 45,534 $2.09M 0.57% -1,603 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 45,515 $2.09M 0.06% -12,040 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 45,496 $2.09M 1.05% -3,528 13F-HR Timeline GeoSphere Capital Management, LLC More: the full row for GeoSphere Capital Management, LLC 45,236 $2.08M 2.43% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 44,509 $2.05M 0.3% +445 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 44,455 $2.04M 0.03% -12,700 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 44,159 $2.03M 0.01% +10,987 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 43,964 $2.02M 0.13% +15,715 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 43,825 $2.01M 2.46% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 43,429 $2M <0.01% -59,358 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 43,374 $1.99M 0.47% +219 13F-HR Timeline S&CO INC More: the full row for S&CO INC 43,197 $1.99M 0.13% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 43,007 $1.98M 0.43% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 42,983 $1.98M 1.29% -3,471 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 42,502 $1.95M 0.01% +5,881 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 42,493 $1.95M 0.04% +12,073 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 42,344 $1.95M 0.25% -9,861 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 42,205 $1.94M 0.17% new 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 42,029 $1.93M 0.48% +250 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 41,940 $1.93M 0.1% -48,242 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 41,418 $1.9M 1.64% +1,161 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 41,225 $1.9M 1.51% +5,210 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 41,057 $1.89M 0.85% -200 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 40,980 $1.88M 0.51% +5,580 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 40,786 $1.87M 0.34% -372 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 40,595 $1.87M 0.05% +6,893 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 40,050 $1.84M 0.52% -1,700 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 40,000 $1.84M 0.07% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 40,000 $1.84M 0.62% -120,000 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 40,000 $1.84M 0.27% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 41,091 $1.83M 0.01% +484 13F-HR Timeline Group Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 39,860 $1.83M 1.48% -7,119 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 39,813 $1.83M <0.01% -708 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 39,500 $1.82M 0.24% -1,927 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 39,184 $1.8M 0.37% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 38,806 $1.78M 0.26% -7,385 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 38,491 $1.77M 0.62% -8,148 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 38,266 $1.76M 0.52% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 38,218 $1.76M 0.01% +8,923 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 38,212 $1.76M 0.01% -785 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 37,890 $1.74M 0.95% +1,364 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 37,805 $1.74M 1.49% -2,292 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 37,441 $1.72M 0.17% -21,476 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 37,121 $1.71M 0.05% +8,712 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 36,543 $1.68M 1.02% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 36,184 $1.66M 0.66% +51 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 35,624 $1.64M 1.2% +782 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 35,037 $1.61M 0.02% +16,473 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 34,809 $1.6M <0.01% -4,338 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 34,500 $1.57M 0.01% -6,500 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 33,923 $1.56M 0.78% +6,396 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 33,759 $1.55M 0.11% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 33,325 $1.53M 0.03% +1,001 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 33,286 $1.53M 0.45% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 33,094 $1.52M 1.82% -36,380 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 32,900 $1.51M 0.16% +11,977 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 32,895 $1.51M 0.4% -11,345 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 32,665 $1.5M 0.02% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 32,662 $1.5M 0.53% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 35,683 $1.49M -19,585 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,419 $1.49M 0.02% +16,857 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 32,375 $1.49M 0.44% -57,410 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 31,961 $1.47M 0.13% +25,366 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 31,665 $1.46M 0.34% -12,322 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 31,236 $1.44M 1% -2,903 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 30,763 $1.41M 0.76% +12,986 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 30,705 $1.41M 0.4% +10,256 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 33,505 $1.39M <0.01% -6,604 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 30,000 $1.38M 0.55% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 29,837 $1.37M 0.04% +3,500 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 29,664 $1.36M <0.01% +14,484 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 29,487 $1.36M 0.11% -2,595 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 29,437 $1.35M 0.05% 0 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 29,346 $1.35M 0.59% +8,537 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 29,140 $1.34M 0.5% -365 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 29,000 $1.33M 0.4% +15,000 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,911 $1.33M 0.02% +2,588 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 28,715 $1.32M 0.08% -6,160 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,708 $1.32M 0.14% +611 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,432 $1.31M 0.04% +5,131 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 28,505 $1.31M 1.28% -1,700 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,355 $1.3M 0.1% new 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 28,010 $1.29M 0.71% -12,700 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,909 $1.28M 0.07% +5,511 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,594 $1.27M 0.05% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 27,351 $1.26M 0.09% -610 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 27,310 $1.26M 0.33% +509 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 26,901 $1.24M 0.57% +1,132 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 26,795 $1.23M 0.65% -225 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 26,752 $1.23M 0.43% -4,460 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26,553 $1.22M 0.12% +2,604 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 26,200 $1.2M 0.03% 0 13F-HR Timeline Group CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 26,184 $1.2M 0.5% -155,828 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 26,110 $1.2M <0.01% +1,000 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 25,771 $1.18M 0.05% -138,400 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 25,731 $1.18M 1.01% 0 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 25,700 $1.18M 0.61% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 25,595 $1.18M 1.06% +1,699 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 25,575 $1.18M 0.28% -710 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 25,361 $1.17M 0.45% +14,319 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 25,294 $1.16M 0.04% -524 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 25,215 $1.16M 0.02% +2,600 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,182 $1.16M 0.02% -33,930 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 25,179 $1.16M 0.58% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 25,124 $1.15M 0.01% +3,150 13F-HR Timeline Blue Door Asset Management, LLC More: the full row for Blue Door Asset Management, LLC 25,000 $1.15M 0.87% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 24,894 $1.14M <0.01% 0 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 24,503 $1.13M 0.01% -255 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,088 $1.11M <0.01% +12,408 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 23,946 $1.1M 0.08% +5,616 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 23,750 $1.09M 0.68% +2,500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,837 $1.09M 0.03% +2,270 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 23,652 $1.09M 0.04% +16,865 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 23,345 $1.07M 0.08% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 23,278 $1.07M 0.02% -3,203 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 23,391 $1.07M 0.16% -2,513 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,799 $1.05M 0.01% +3,820 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 22,689 $1.04M 0.51% new 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 22,558 $1.04M 0.79% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 22,455 $1.03M 0.02% -36 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 22,243 $1.02M 0.26% -353 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 22,224 $1.02M 0.85% -502 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 22,054 $1.01M 0.04% +15,281 13F-HR Timeline