BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 23,937 $1.81M 0.12% -67 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 23,628 $1.78M 1.21% +1,054 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 23,556 $1.78M 0.03% 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 23,546 $1.78M 0.06% -3,623 13F-HR Timeline Spruce Point Capital Management, LLC More: the full row for Spruce Point Capital Management, LLC 23,530 $1.78M 3.29% -2,722 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 23,483 $1.77M 0.89% -983 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 23,413 $1.77M 0.1% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 23,142 $1.75M 0.45% +1,035 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 23,100 $1.74M 0.06% +6,100 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 23,075 $1.74M 0.06% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 23,016 $1.74M 0.4% +412 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 22,949 $1.73M 0.1% +940 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,902 $1.73M 0.01% +1,493 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 22,443 $1.69M 0.18% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,175 $1.67M 0.01% -20 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 21,914 $1.65M 0.01% -71 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,885 $1.65M 0.02% +6,282 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 21,770 $1.64M 0.59% -4,392 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,676 $1.64M 0.36% +1,300 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 21,667 $1.63M 0.05% -970 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 21,475 $1.62M 1.4% +1,758 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21,339 $1.61M 0.05% +2,041 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 21,215 $1.6M +14,585 Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 21,069 $1.59M 0.34% +17,869 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 20,784 $1.57M 0.92% new 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 20,139 $1.52M -18,554 Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 20,098 $1.52M 0.1% +13,794 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 20,056 $1.51M 0.22% -19,531 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 20,000 $1.51M 0.43% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 20,000 $1.51M 0.16% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 20,000 $1.51M 0.63% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,995 $1.51M 0.05% -2,893 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 19,849 $1.5M 0.23% +6,806 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,832 $1.5M 0.01% +2,546 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 20,112 $1.48M 0.89% -14,115 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 19,618 $1.48M 0.07% +1,114 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 19,514 $1.47M 0.22% +37 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 19,157 $1.45M 0.18% -4,458 13F-HR/A Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 19,070 $1.44M 0.96% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 19,002 $1.43M 0.03% -4,128 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18,912 $1.43M 0.52% -21 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 18,846 $1.42M 0.32% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 18,835 $1.42M 0.12% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,637 $1.41M 0.1% +6,790 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 18,503 $1.4M 0.01% -8,400 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,474 $1.39M 0.03% -28,325 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 18,181 $1.37M 0.28% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 18,128 $1.37M 0.31% -2,509 13F-HR Timeline Group KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 18,083 $1.36M 0.37% -1,650 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 18,010 $1.36M 0.57% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 17,913 $1.35M 1.33% -3,716 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 17,897 $1.35M 1.23% -719 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,787 $1.34M 0.03% -2,536 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 17,611 $1.33M 0.04% -1,188 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 17,624 $1.33M 0.05% +5,436 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 17,558 $1.32M 0.18% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 17,415 $1.31M 0.07% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 17,341 $1.31M 0.02% new 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 17,273 $1.3M 0.14% -195 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,234 $1.3M 0.05% -2,066 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,019 $1.28M <0.01% +1,488 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 17,000 $1.28M 0.03% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16,993 $1.28M 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 16,968 $1.28M +1,065 Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 16,927 $1.28M 0.14% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,875 $1.27M 0.22% -120 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 16,828 $1.27M 0.17% -2,253 13F-HR/A Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,815 $1.27M 0.1% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 16,800 $1.27M <0.01% +1,900 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 16,750 $1.26M 0.01% new 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,748 $1.26M 0.2% -1,102 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 16,653 $1.26M 0.08% +96 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 16,615 $1.25M 0.2% +260 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,396 $1.24M <0.01% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 16,366 $1.23M 0.47% +225 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 16,345 $1.23M 0.41% -6,013 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,298 $1.23M 0.13% -16,266 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,200 $1.22M 0.04% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 16,150 $1.22M <0.01% +125 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 16,113 $1.22M 0.14% -723 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 16,094 $1.21M 0.26% +2,152 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 16,050 $1.21M 0.07% -6,400 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 16,025 $1.21M 0.9% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 15,867 $1.2M 0.2% -63 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,791 $1.19M 0.08% +87 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,013 $1.19M 0.01% -3,348 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 15,624 $1.19M 0.6% -132,372 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,574 $1.18M 0.03% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,412 $1.16M 0.02% +132 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 15,320 $1.16M 0.11% +650 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 15,132 $1.14M 0.02% -1,115 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 15,097 $1.14M 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,053 $1.14M 0.04% -214 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,539 $1.1M 0.08% 0 13F-HR Timeline 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 14,523 $1.1M 0.12% +447 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,466 $1.09M 0.02% +10,733 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 14,446 $1.09M 0.26% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 14,445 $1.09M 0.69% -305 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,330 $1.08M 0.05% +233 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,267 $1.08M 0.04% +371 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 14,238 $1.07M 1.03% -596 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 14,232 $1.07M 0.26% -100 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 14,209 $1.07M 0.28% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 14,165 $1.07M 0.15% -126 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,922 $1.05M 0.06% -1,138 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 13,884 $1.05M 0.36% -1,861 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 13,867 $1.05M 0.22% -97 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,821 $1.04M 0.04% +318 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,806 $1.04M 0.04% +1,467 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 13,770 $1.04M 0.25% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 13,680 $1.03M 0.21% -150 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,663 $1.03M 0.17% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 13,653 $1.03M 0.62% +10,769 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 13,622 $1.03M <0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,514 $1.02M 0.01% -86 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,464 $1.02M 0.05% +165 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 13,425 $1.01M 0.2% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 13,331 $1.01M <0.01% -5 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,309 $1M 0.02% +1,239 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 13,300 $1M 0.43% +86 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,250 $1M 0.77% +1,927 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,214 $997K 0.1% -2,745 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 13,139 $991K 0.04% +9,139 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,993 $980K 0.02% -30 13F-HR Timeline Group Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 12,972 $979K 0.68% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 12,950 $977K 0.47% -90 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,902 $973K 0.03% +577 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,809 $966K 0.03% +1,939 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,799 $966K 0.03% +3,817 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 12,772 $964K 0.04% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 12,736 $961K 0.37% +6,439 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 13,086 $960K 0.02% +799 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 12,716 $959K 0.11% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,526 $945K 0.13% -1,065 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 12,344 $931K 0.47% -59,394 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 12,344 $931K 0.43% +1,000 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 12,310 $929K 0.35% +4,070 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 12,259 $925K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,058 $910K 0.06% -58 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,045 $909K 0.04% -64 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,025 $907K <0.01% +733 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 11,955 $902K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,832 $893K 0.01% +1,366 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 11,820 $892K 0.54% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,810 $891K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,798 $890K 0.08% -2,665 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,056 $871K 0.01% -50 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,500 $868K 0.32% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 11,400 $860K 0.11% 0 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 11,252 $849K 0.24% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 11,246 $848K 0.39% -203 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,214 $846K 0.07% +475 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,160 $842K 0.01% +15 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 11,095 $837K 0.15% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 11,061 $835K 0.29% +482 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,051 $834K 0.27% -5 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 11,015 $831K 0.34% -75 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,000 $830K <0.01% 0 13F-HR Timeline Group Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 10,979 $828K 0.72% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,905 $823K 0.05% +9,944 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10,875 $821K 0.08% -283 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10,814 $816K 0.14% +330 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,792 $814K 0.01% -2,479 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,719 $809K 0.01% -1,126 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 524 $808K 0.19% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 10,684 $806K 0.24% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 10,580 $799K 0.96% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,520 $794K 0.27% +1,594 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 10,431 $787K <0.01% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,350 $781K 0.01% +1,275 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10,331 $779K 0.32% -266 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,316 $778K <0.01% -5,045 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,300 $777K 0.09% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,184 $768K 0.07% -3,627 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 10,184 $768K 0.51% 0 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 10,180 $768K 0.01% -9,600 13F-HR/A Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 10,024 $756K 0.16% +681 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,014 $756K 0.01% +1,065 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,900 $747K 0.05% +2,823 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 9,900 $747K 0.51% +2,520 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 9,859 $744K 0.1% +50 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,839 $742K <0.01% +89 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,771 $737K 0.04% +1,585 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 9,757 $736K 0.29% +566 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,705 $732K 0.13% -717 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 9,700 $732K <0.01% -1,100 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 9,542 $720K 0.68% -11,100 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,511 $718K <0.01% -17,829 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,500 $717K 0.03% +6,000 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,496 $716K 0.03% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,430 $711K 0.02% +1,047 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,339 $705K 0.49% -1,058 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,328 $704K 0.06% -96 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,290 $701K 0.19% -1,342 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,269 $699K 0.08% -7,086 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,266 $699K 0.01% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 9,221 $696K 0.07% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 9,140 $690K 0.33% 0 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 9,114 $688K 0.43% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,111 $688K 0.11% -3,199 13F-HR Timeline