Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,473 $1.52M 0.32% +4,282 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 13,329 $1.51M 1.02% -8 13F-HR/A Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 13,216 $1.49M 0.21% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,205 $1.49M 0.03% +3,890 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 13,193 $1.49M 0.5% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,165 $1.49M 0.08% -47 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,130 $1.49M 0.19% +216 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,100 $1.48M 0.04% +332 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 13,043 $1.48M 0.4% -4,119 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 13,021 $1.47M 0.24% +429 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 13,000 $1.47M 0.48% +6,000 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,957 $1.47M 0.11% +1,164 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 12,916 $1.46M 0.54% -471 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 12,834 $1.45M 0.17% -4,298 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,804 $1.45M 0.03% +1,180 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,703 $1.44M 0.07% +3,982 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 12,688 $1.43M 0.39% +2,442 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 12,663 $1.43M 0.41% +1,740 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,312 $1.43M 0.04% +2,613 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 12,470 $1.41M 0.37% -1,502 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 12,441 $1.41M 0.05% -8,041 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 12,331 $1.39M 0.62% +634 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 12,300 $1.39M 1.11% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 12,297 $1.39M 0.11% +3,531 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 12,260 $1.39M 0.04% -5,075 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 12,218 $1.38M 0.15% +3 13F-HR Timeline GREYCROFT LP More: the full row for GREYCROFT LP 12,000 $1.36M 0.86% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,992 $1.36M 0.02% +1,636 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 11,987 $1.36M 0.01% -415 13F-HR Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 11,980 $1.35M 1.09% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 11,934 $1.35M 0.01% 13F-HR/A Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,792 $1.33M 0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 11,752 $1.33M 0.02% +4,885 13F-HR/A Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 11,726 $1.33M 0.95% -31 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 11,720 $1.33M 0.3% -8,101 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,625 $1.31M 0.01% -1,261 13F-HR Timeline Group Eddie Patel Inc More: the full row for Eddie Patel Inc 11,555 $1.31M 0.97% 13F-HR Timeline Fourier Capital Management Ltd More: the full row for Fourier Capital Management Ltd 11,547 $1.31M 1.39% 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,481 $1.3M 0.17% +1,046 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 11,480 $1.3M 0.45% +684 13F-HR/A Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 11,475 $1.3M 0.66% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 11,417 $1.29M 0.25% -134 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 11,005 $1.27M 0.07% +835 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 11,216 $1.27M 1.25% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,134 $1.26M 0.06% -395 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 11,000 $1.24M 0.04% -1,500 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,958 $1.24M 0.17% +5,278 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,814 $1.22M 0.06% +884 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 10,739 $1.21M 0.54% -201 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,732 $1.21M 0.08% +4,310 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,649 $1.2M 0.02% -12,545 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,639 $1.2M 0.03% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,551 $1.19M 0.04% +9,822 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10,511 $1.19M 0.24% +8,496 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,446 $1.18M 0.07% 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 10,393 $1.18M 0.76% +770 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,383 $1.17M 0.32% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 10,331 $1.17M 0.59% -484 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 10,321 $1.17M 0.26% +1,428 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,316 $1.17M 0.01% +2,203 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,299 $1.16M 0.07% -4,296 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,270 $1.16M 0.04% -644 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 10,169 $1.15M 0.64% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,086 $1.14M 0.03% +1,124 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,061 $1.14M <0.01% -1,405 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,026 $1.13M 0.01% +817 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 10,019 $1.13M 0.6% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,885 $1.12M 0.08% -6,376 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,756 $1.1M 0.02% +1,271 13F-HR Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 9,695 $1.1M 0.3% +400 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,621 $1.09M 0.02% -453 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,396 $1.06M 0.05% +7,926 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,358 $1.06M 0.06% -1,356 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 9,352 $1.06M 0.31% +5,285 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,350 $1.06M 0.02% -711 13F-HR Timeline Group Transmarket Holdings LP More: the full row for Transmarket Holdings LP 9,347 $1.06M 0.77% 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 9,329 $1.06M 0.67% -3,059 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 9,262 $1.05M 0.07% -8,370 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,261 $1.05M 0.03% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,242 $1.04M 0.03% -57,258 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,134 $1.03M 0.04% +627 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 9,129 $1.03M 0.21% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,089 $1.03M 0.03% -1,690 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,071 $1.03M 0.13% new 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 8,988 $1.02M 1.27% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,938 $1.01M 0.07% -1,357 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,900 $1.01M 0.07% -400 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,869 $1M 0.05% +1,108 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 8,866 $1M 0.24% -29 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,801 $995K 0.35% -431 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 8,785 $994K 0.26% -9 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,781 $993K 0.02% 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,109 $991K 0.03% +4,348 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,749 $990K 0.15% -372 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,712 $985K 0.12% +863 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 8,709 $985K 0.1% -465 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,686 $982K 0.12% +4,365 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 8,601 $973K 0.47% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,550 $967K 0.09% -250 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 8,520 $964K 0.54% +634 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,512 $963K <0.01% 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,455 $956K 0.32% +1,379 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 8,432 $954K 0.24% -2,100 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,433 $954K 0.18% -1,022 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,331 $942K 0.01% -1,192 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,330 $942K 0.03% +2,343 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,307 $940K 0.22% +697 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,265 $935K 0.01% +3,678 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 8,150 $922K 0.87% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,143 $921K 0.07% -14,490 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 8,119 $918K 0.47% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 8,092 $915K 0.06% -26,944 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 89,400 $914K 0.22% +83,400 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 8,074 $913K 0.25% -9 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,072 $913K 0.05% +822 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 8,242 $910K 0.11% -650 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,035 $909K 0.17% -1,454 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,971 $902K 0.07% +180 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 7,934 $897K 0.04% -6,194 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,932 $897K 0.29% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,597 $892K 0.04% +3,024 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,799 $882K 0.01% +907 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 7,799 $882K 0.05% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,793 $881K 0.15% +44 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,141 $880K 0.02% -565 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,727 $874K 0.01% +19 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,643 $864K 0.07% -11,235 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,612 $861K 0.01% +160 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,542 $853K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,500 $848K 0.05% +251 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,467 $845K 0.24% -1,094 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,095 $842K <0.01% +1,851 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,328 $829K 0.06% -5,979 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,283 $824K 0.11% +517 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 7,267 $822K 0.79% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,188 $813K 0.05% +1,025 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,104 $804K 0.12% -144 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,108 $804K 0.01% +343 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 7,093 $802K 0.24% -400 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,055 $798K -80 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,028 $795K 0.03% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,991 $791K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,950 $786K 0.02% -22,674 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 6,933 $784K 0.46% 13F-HR/A Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 6,916 $782K 0.02% -9,673 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,917 $782K 0.08% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,818 $771K 0.11% -56 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,776 $766K 0.03% +1,767 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 6,755 $765K 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,121 $760K 0.02% +422 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,721 $760K 0.03% -54 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,700 $758K 0.27% -281,109 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 6,619 $749K 0.36% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 6,579 $744K 0.5% +54 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,510 $736K 0.03% +472 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 6,500 $735K 0.15% -1,300 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,460 $731K 0.03% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,801 $728K 0.02% -2,594 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 6,414 $725K 0.02% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,397 $724K 0.1% +713 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 6,380 $722K 0.19% -1,320 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 6,364 $720K 0.24% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,362 $719K 0.01% +81 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,298 $712K 0.03% +2,459 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,210 $702K 0.23% -2,238 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,164 $697K 0.25% -4,081 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,338 $691K 0.48% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,100 $690K 0.09% +244 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,011 $680K 0.02% +1,311 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 6,000 $679K 0.57% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,000 $679K 0.01% -107 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,875 $678K 0.03% -917 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,970 $675K 0.04% +1,216 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,951 $673K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,901 $667K 0.04% +1,391 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,895 $667K 0.22% +255 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 8,760 $667K 0.45% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,889 $666K <0.01% +1,074 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,865 $663K 0.06% +346 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,850 $662K 0.01% +2,980 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,807 $657K 0.08% -210 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,771 $653K 0.01% -752 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,670 $641K 0.11% -9,788 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,648 $639K 0.02% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,644 $638K 0.2% -1,137 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,620 $636K 0.04% -9,738 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,484 $633K 0.01% +3,284 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 5,558 $629K <0.01% -937 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,554 $628K 0.03% -848 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,525 $625K 0.08% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,500 $622K 0.06% +3,000 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,448 $616K 0.08% +232 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,328 $603K 0.39% +1,722 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,283 $598K 0.08% +3,276 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,237 $592K 0.03% +12 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,234 $592K 0.07% -195 13F-HR Timeline Ausdal Financial Partners, Inc. 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