Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,567 $781K 0.09% +60 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,527 $768K 0.28% +67 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,520 $766K 0.03% +533 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,508 $763K 0.01% +599 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,482 $755K 0.28% -17 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,482 $755K 0.01% -117 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,477 $753K 0.01% -111,496 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,453 $746K 0.03% -11 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,450 $745K <0.01% +1,297 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,438 $741K 0.03% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,425 $737K <0.01% +1,117 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,402 $730K 0.12% +624 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,374 $722K 0.12% +1,174 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,361 $718K 0.04% +69 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,336 $717K 0.01% -355 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,350 $715K 0.72% -647 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,348 $714K 0.01% -46 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,338 $711K 0.09% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,320 $705K 0.01% +1,168 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,312 $703K 0.02% -2,497 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,305 $701K <0.01% -3,537 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,299 $699K 0.01% -93 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,298 $699K 0.07% -217 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,244 $682K <0.01% +104 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,235 $680K 0.14% -8 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,352 $676K 0.06% +120 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,220 $675K 0.02% -438 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,218 $674K 0.07% -52 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,211 $672K <0.01% +457 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,205 $670K 0.11% -55 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,008 $670K 0.01% +1,068 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,310 $664K 0.03% -60 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,179 $663K 0.27% -207 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,175 $661K 0.16% -1,842 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,172 $661K 0.1% -87 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,159 $657K 0.05% -226 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,157 $656K 0.01% -12 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 2,146 $653K 0.01% +737 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,131 $648K 0.22% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,125 $646K 0.03% -26 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,103 $639K 0.07% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,098 $638K 0.03% -5,101 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,098 $638K 0.1% +1 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,063 $627K 0.02% +63 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,056 $625K 0.02% -24 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,022 $615K 0.49% -264 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,016 $613K 0.03% +145 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,000 $608K 0.01% -3,949 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,000 $608K <0.01% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,000 $608K 0.12% -27,600 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,998 $608K 0.03% -281 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,993 $606K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,965 $598K 0.02% +127 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,948 $592K 0.11% -276 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,738 $578K 0.05% +36 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,897 $577K 0.04% -121 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,889 $574K 0.01% -2,894 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,826 $574K 0.04% +9 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 1,873 $570K 2.11% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,862 $566K <0.01% +9 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,850 $564K 0.02% -1,637 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,846 $561K 0.08% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,844 $560K 0.02% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,840 $560K 0.2% +637 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,825 $555K 0.03% -310 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,801 $548K 0.01% +80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,800 $547K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,767 $537K 0.01% new 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 1,764 $536K 0.01% +74 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,762 $536K 0.46% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,758 $535K 0.04% +12 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,758 $535K 0.02% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,758 $535K 0.02% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,749 $532K 0.02% -6 13F-HR/A Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,748 $532K 0.25% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,743 $530K 0.07% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,725 $525K 0.4% -208 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,722 $524K 0.02% -192 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,696 $516K 0.31% -24 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,675 $509K 0.25% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,674 $509K 0.05% -61 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,673 $509K 0.06% -7 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,671 $508K <0.01% +267 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,657 $504K 0.06% -668 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,654 $503K <0.01% -50 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,650 $502K 0.01% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,643 $499K 0.04% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,641 $499K 0.02% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,633 $497K 0.01% +239 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,633 $497K 0.01% -198 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,632 $496K 0.03% +235 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,629 $495K <0.01% +233 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,623 $494K 0.02% +30 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 1,613 $490K 0.55% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,605 $488K 0.06% +35 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,597 $486K 0.04% +190 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,581 $481K 0.01% +391 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,574 $479K 0.13% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,563 $475K 0.07% +186 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,548 $471K 0.03% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,530 $465K 0.01% +126 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,530 $465K 0.15% +37 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,525 $464K 0.06% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,519 $462K 0.43% +72 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,504 $457K 0.03% +174 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,484 $451K 0.13% -858 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,478 $449K 0.14% +57 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,473 $448K 0.01% +768 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,462 $445K 0.02% +434 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,451 $441K 0.4% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,445 $439K <0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,445 $439K 0.02% +104 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,444 $439K 0.13% -120 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,438 $437K 0.04% -4 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,407 $428K 0.01% -936 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,406 $428K 0.06% +153 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,404 $427K 0.03% +281 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,404 $427K 0.06% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,402 $426K 0.06% +136 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,396 $424K 0.03% -1,646 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,392 $423K 0.09% -23 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,383 $421K 0.06% -131 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,373 $418K 0.09% +226 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,364 $415K 0.02% +293 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,361 $414K 0.24% -60 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,356 $412K 0.03% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,355 $412K 0.01% +581 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,328 $404K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,327 $404K 0.01% +275 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,317 $400K <0.01% +298 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,309 $398K 0.14% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,308 $398K 0.05% +14 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,302 $396K 0.01% +82 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,301 $396K 0.01% -411 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,301 $396K 0.02% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,294 $393K 0.28% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,291 $393K 0.01% +126 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,285 $391K 0.01% +273 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,282 $390K 0.01% +17 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,333 $386K <0.01% +278 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,271 $386K 0.02% 0 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,265 $385K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,244 $383K 0.03% -70 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,259 $383K 0.1% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,253 $381K 0.01% -89 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,250 $380K 0.02% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,237 $376K 0.06% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,234 $375K 0.31% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,232 $375K 0.04% +83 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,209 $368K 0.01% -30 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,208 $367K <0.01% -450 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,202 $366K 0.02% +6 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,202 $365K 0.01% -944 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,193 $363K <0.01% -926 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,177 $358K 0.05% -386 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,170 $356K 0.08% -99 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,164 $354K 0.01% -2 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,164 $354K 0.28% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,158 $352K 0.13% -21 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,154 $351K 0.02% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,152 $350K 0.02% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,151 $350K 0.06% +7 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,149 $349K 0.04% +331 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,144 $348K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,137 $346K 0.01% +43 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,130 $344K 0.04% +25 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,117 $340K 0.26% -2 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,116 $339K 0.05% -123 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,116 $339K 0.08% -52 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,105 $336K 0.05% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,100 $334K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,129 $334K 0.02% +383 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,050 $333K 0.09% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,094 $333K 0.02% +205 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,030 $332K 0.02% +64 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,086 $330K 0.01% -9 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,078 $328K 0.02% +78 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,236 $326K <0.01% -98,871 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,059 $322K 0.1% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,056 $321K 0.03% -63 13F-HR Timeline CONNING INC. in group CONNING INC. 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