Caption Management, LLC More: the full row for Caption Management, LLC 3,000 $261K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,985 $260K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,973 $259K 0.01% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,973 $259K 0.05% -2,040 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 2,973 $259K 0.07% new 13F-HR Timeline Group Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 2,945 $256K 0.17% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,917 $254K 0.03% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,896 $252K 0.1% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,875 $250K <0.01% +5 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,873 $250K 0.01% -229 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,857 $249K 0.06% -159 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,846 $248K <0.01% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,840 $247K 0.34% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,839 $247K <0.01% -3,802 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,799 $247K 0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,836 $247K 0.01% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,823 $246K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,819 $245K 0.01% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,789 $243K 0.04% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,786 $242K 0.05% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,777 $242K 0.01% +50 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,761 $240K 0.05% new 13F-HR/A Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,760 $240K 0.18% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,753 $240K 0.07% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,739 $238K 0.01% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,724 $237K 0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,705 $235K 0.03% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,702 $235K 0.02% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,700 $235K 0.02% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,693 $234K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,686 $234K 0.11% -4,591 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,676 $233K 0.14% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,670 $232K <0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,655 $231K 0.07% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,640 $230K <0.01% -134,148 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,635 $229K 0.28% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,623 $228K 0.06% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,614 $228K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,612 $227K 0.03% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,600 $226K 0.04% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,592 $226K 0.01% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,582 $225K 0.01% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,568 $224K 0.05% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,539 $221K 0.03% -669 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,539 $221K 0.01% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,516 $219K 0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,515 $219K 0.07% +10 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,501 $218K 0.01% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,496 $217K 0.05% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,475 $215K 0.18% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,469 $215K 0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,468 $215K 0.01% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,458 $214K 0.11% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,456 $214K <0.01% new 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,440 $212K 0.02% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,433 $212K 0.05% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,429 $211K 0.1% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,428 $211K <0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,416 $210K 0.02% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,412 $210K 0.08% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,399 $209K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,398 $209K 0.01% -72 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,386 $208K 0.01% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,358 $205K 0.06% -693 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,357 $205K <0.01% +248 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,340 $204K <0.01% -7,620 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,337 $204K 0.03% -28,851 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,316 $202K <0.01% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,300 $200K 0.07% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,232 $197K <0.01% -3,675 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,211 $192K 0.01% +200 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,138 $186K 0.02% -385 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,018 $176K 0.11% -6,728 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,007 $175K 0.1% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,920 $167K 0.07% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,810 $158K 0.03% -5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,700 $148K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,664 $145K 0.01% +144 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,448 $139K <0.01% +45 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,581 $138K 0.53% +376 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,487 $129K 0.03% +1,437 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,395 $123K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,394 $121K 0.03% -163 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,388 $121K <0.01% -57 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,356 $118K 0.01% -388 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,290 $112K 0.04% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,282 $112K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,264 $110K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,247 $109K 0.08% -60 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,226 $107K 0.01% +92 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,224 $107K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,217 $106K 0.06% -7 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,188 $103K <0.01% -15 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,172 $102K 0.01% -278 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,138 $99K 0.06% -15 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,130 $98.4K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,077 $93.7K 0.02% +1,004 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,076 $93.7K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,072 $93.3K <0.01% +248 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,056 $91.9K <0.01% -5 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,047 $91.1K 0.01% new 13F-HR/A Timeline TOBAM More: the full row for TOBAM 1,033 $90K 0.02% -109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,016 $88.4K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,008 $87.7K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $87K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 956 $83.3K <0.01% -31 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 940 $81.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 900 $78.3K 0.01% -695 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 883 $76.9K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 879 $76.5K 0.02% +40 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 835 $72.7K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 816 $71.1K 0.02% +1 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 800 $69.6K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 800 $69.6K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 800 $69.6K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 796 $69.3K 0.02% +8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 774 $67.4K 0.01% -1 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 732 $63.7K 0.06% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 723 $62.9K 0.01% +700 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 693 $60.3K <0.01% +25 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 690 $60K <0.01% -100 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 678 $59K 0.01% +5 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 646 $56.2K <0.01% +14 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 608 $52.9K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 600 $52.2K 0.03% +200 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 576 $50.1K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 572 $49.8K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 555 $48.3K <0.01% +35 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 525 $45.7K <0.01% new 13F-HR Timeline CDC Financial, Inc. More: the full row for CDC Financial, Inc. 500 $43.5K 0.03% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 490 $42.6K <0.01% +20 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 490 $42.6K 0.02% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 489 $42.6K <0.01% +204 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 474 $41.3K 0.02% +414 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 454 $39.5K <0.01% -16 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 452 $39.3K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 424 $36.9K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 411 $35.8K <0.01% -8,216 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 404 $35.2K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 385 $33.5K <0.01% +62 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 385 $33.5K 0.01% -90 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 384 $33.4K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 379 $33K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 368 $32K <0.01% +177 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 352 $30.6K <0.01% +23 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 349 $30.4K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 345 $30K 0.02% -125 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 340 $29.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 337 $29.4K 0.01% -49 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 335 $29K <0.01% +98 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 329 $28.6K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 323 $28.1K <0.01% -144 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 292 $25K <0.01% -43 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 287 $25K <0.01% +3 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 284 $24.7K 0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 281 $24.5K 0.02% +14 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 280 $24.4K <0.01% +22 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 276 $24K <0.01% -208 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 271 $23.6K <0.01% -2,499 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 268 $23.3K <0.01% -94 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 267 $23.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 256 $22.3K <0.01% -136 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 256 $22.3K <0.01% +20 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 251 $21.8K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 206 $17.9K 0.01% +41 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 206 $17.9K 0.02% -19 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 204 $17.8K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $17.4K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 200 $17.4K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 196 $17.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 180 $16.8K <0.01% +18 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 190 $16.5K <0.01% +87 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 173 $16.1K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 183 $15.9K <0.01% -32 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 181 $15.8K <0.01% +66 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 180 $15.7K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 169 $14.7K <0.01% -1,150 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 156 $13.6K <0.01% +74 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 154 $13.4K 0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 153 $13.3K <0.01% -9,442 13F-HR Timeline Quarry LP More: the full row for Quarry LP 147 $12.8K <0.01% -33 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 142 $12.4K <0.01% +26 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 142 $12.4K <0.01% +3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 143 $11.9K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 136 $11.8K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 133 $11.6K <0.01% +5 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 130 $11.3K 0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 128 $11.1K <0.01% -17 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 124 $10.8K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 124 $10.8K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 120 $10.4K <0.01% -478 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 120 $10.4K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 116 $10.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 115 $10K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 110 $9.59K <0.01% -49 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 110 $9.57K <0.01% +6 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $9.17K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 104 $9.05K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 100 $8.7K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 100 $8.7K 0.01% +46 13F-HR/A Timeline