BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,153,423 $545M 0.04% +25,896 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,133,226 $543M 0.34% +2,625,166 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,443,088 $364M 0.02% -201,557 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,719,572 $287M 2.47% 0 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,734,000 $183M 1.18% -147,000 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 1,706,601 $180M 0.85% -321,450 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,533,548 $162M 0.02% -683,943 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,515,598 $160M 0.04% -345,431 13F-HR Timeline Laura & John Arnold Foundation More: the full row for Laura & John Arnold Foundation 1,479,875 $156M 27.53% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,353,524 $143M 0.03% -265,289 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,321,000 $140M 1.51% +315 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,316,108 $139M -390,955 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,315,517 $139M 0.09% -703,838 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 750,000 $79.3M 0.13% -350,000 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 686,000 $72.5M 0.02% -64,426 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 567,995 $60M 0.01% -38,008 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 534,225 $56.5M 0.01% -298,269 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 468,412 $49.5M 0.01% -68,340 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 453,170 $47.9M 0.07% +13,203 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 451,156 $47.7M 0.05% +11,301 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 448,277 $47.4M 0.04% new 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 417,413 $44.1M 3.49% -3,853 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 410,861 $43.4M 0.11% +44,230 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 403,624 $42.7M 0.35% +44,831 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 316,996 $33.5M 0.13% +13,986 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 313,176 $33.1M -1,197,083 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 311,852 $33M 0.03% -90,142 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 301,471 $31.9M 0.05% -42,993 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 300,656 $31.8M 0.01% -107,626 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 290,897 $30.7M 0.21% +41,394 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,615,512 $30.3M 2.4% +4,364 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 281,938 $29.8M 0.11% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 268,639 $28.4M 0.03% -30,377 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 265,918 $28.1M <0.01% -2,467,268 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 224,000 $23.7M -128,526 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 205,978 $21.8M 0.03% +84,067 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 201,439 $21.3M 0.05% -51,570 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 187,200 $19.8M 0.03% +178,300 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 181,353 $19.2M 1.96% -190,142 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 170,310 $18M 0.02% +84,835 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 168,034 $17.8M 0.3% -1,445 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 159,050 $16.8M 0.04% -88,753 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 154,193 $16.3M 0.02% +504 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 154,074 $16.3M 2.36% +2,071 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 151,040 $16.1M 2.69% +2,400 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 143,695 $15.2M 0.14% -43,523 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 140,518 $14.9M 0.08% -20,426 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 132,083 $14M 0.69% +1,685 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 131,743 $13.9M 3.06% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 129,109 $13.6M 0.16% -1,652 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 127,189 $13.4M 0.31% +14,812 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 125,234 $13.2M 2.4% +2,673 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 118,193 $12.5M 1.15% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 116,463 $12.3M 0.03% -47,493 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 112,997 $11.9M 0.2% +10,761 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 112,740 $11.9M 0.02% +51,494 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 102,203 $11.8M 0.05% -943 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 110,980 $11.7M 0.02% -10,238 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 108,479 $11.5M 0.21% -162,659 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 101,528 $10.7M 0.02% +70,385 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 97,840 $10.3M 0.8% -8,184 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 95,063 $10M 0.57% +12,844 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 93,075 $9.84M 2.81% +3,239 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 92,052 $9.73M 0.02% +293 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 91,190 $9.64M 1.06% -18,565 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 90,776 $9.59M 0.83% -8,204 13F-HR Timeline Group Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 89,753 $9.49M 4.09% +533 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 87,903 $9.29M 0.06% +367 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 82,500 $8.72M 0.3% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 82,638 $8.67M 0.01% +884 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 80,905 $8.55M 0.01% -37,770 13F-HR/A Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 77,593 $8.2M 2.44% -3,116 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 77,291 $8.17M 0.21% +2,435 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 75,702 $8M <0.01% -100,132 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 74,586 $7.9M -39,280 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 74,395 $7.86M +5,034 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 72,786 $7.69M 0.17% +72,561 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 69,162 $7.31M 0.01% -5 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 69,008 $7.29M 0.63% +393 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 67,405 $7.12M 1.44% -11,184 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 66,769 $7.06M <0.01% +6,848 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,678 $7.05M 0.03% -29,806 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 66,590 $7.04M 1.05% +8,485 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 65,473 $6.92M 2.19% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 59,997 $6.34M 0.07% -1,593 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 59,713 $6.31M 1.21% +1,415 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 58,360 $6.17M 2.13% +3,402 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 57,924 $6.12M 3.92% -1,234 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 61,529 $6.01M 0.15% -244 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 56,147 $5.93M -1,914 Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 54,695 $5.78M 0.05% -661,980 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 52,355 $5.53M 0.15% +2,442 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 51,851 $5.48M 0.02% +2,164 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 51,843 $5.48M 5.42% +2,863 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 51,159 $5.41M 1.43% +1,316 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 51,001 $5.39M 2% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 49,323 $5.21M 0.35% -3,795 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 49,100 $5.19M 0.86% -5,600 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 48,090 $5.08M 3.62% +853 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 47,357 $5.01M 1.02% -1,572 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 47,250 $4.99M 2.02% +3,131 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 46,057 $4.87M <0.01% +155 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 44,307 $4.68M 0.83% -2,451 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 43,411 $4.59M 0.08% -9,703 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 42,676 $4.51M 0.72% -1,562 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 41,537 $4.39M 0.26% -2,075 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 39,618 $4.19M <0.01% -794 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 39,386 $4.16M 0.01% -132 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 39,252 $4.15M 0.25% new 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 38,940 $4.12M 2.03% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 38,582 $4.08M 0.32% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 38,405 $4.06M 1.43% +1,750 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,272 $3.94M 0.06% +500 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,281 $3.83M 0.02% -24,386 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,956 $3.69M 0.01% +4,985 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 34,288 $3.62M 0.99% -4,344 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 33,803 $3.57M 0.23% +182 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 33,112 $3.5M 0.04% -7,620 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 32,457 $3.43M 1.54% +483 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 31,564 $3.34M 0.01% +3,592 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,544 $3.33M 0.01% +3,482 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 30,751 $3.25M 1.66% -1,978 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,971 $3.17M 0.12% -145 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 29,948 $3.17M 1.44% +1,663 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 29,830 $3.15M 0.19% +1,445 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 29,600 $3.13M <0.01% +19,600 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,375 $3.1M 0.06% +13,383 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 29,344 $3.1M 0.77% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 29,255 $3.09M 0.02% +354 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 33,509 $3.03M 2.93% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 28,512 $3.01M 0.02% +1,885 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 28,174 $2.98M 0.06% +25 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 28,054 $2.97M 0.05% -2,823 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 28,028 $2.96M 1.76% +2 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 26,333 $2.78M 1.66% +7,651 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 25,937 $2.74M 0.12% -8,195 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 25,915 $2.74M 0.3% -1,237 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 25,622 $2.71M 0.78% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 25,563 $2.7M <0.01% new 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 25,428 $2.69M 1.25% -1,994 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 25,202 $2.66M 0.72% -1,890 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 24,491 $2.65M 0.94% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,887 $2.63M 0.01% +2,845 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,862 $2.63M 0.06% -8,955 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 24,765 $2.62M 0.1% +2,291 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 30,878 $2.61M 0.56% +853 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 24,605 $2.6M 1.71% -1,211 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 24,438 $2.58M 0.7% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 24,273 $2.57M 0.03% +4,945 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 24,145 $2.55M 0.52% +10,282 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 12,397 $2.48M 2.35% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 23,365 $2.47M 0.48% +277 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 22,919 $2.42M 0.01% -70,470 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 22,831 $2.41M 0.11% +2,488 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 22,659 $2.39M 1% 13F-HR Timeline Galaxy Group Investments LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Group Investments LLC 22,500 $2.38M 0.33% new 13F-HR/A Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 22,236 $2.35M 1.22% +79 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,791 $2.3M 0.06% -1,091 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 21,387 $2.26M 1.81% 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 21,209 $2.24M 0.03% 0 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 20,636 $2.18M 0.3% +151 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 20,591 $2.18M 0.23% -125 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,438 $2.16M <0.01% -3,566 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 20,297 $2.15M 0.34% +610 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 20,245 $2.14M 0.06% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,185 $2.13M 0.03% -100,898 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,091 $2.13M <0.01% +16,711 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 19,915 $2.1M 0.46% -96 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 19,819 $2.09M 0.6% +639 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 19,342 $2.04M 0.43% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 19,200 $2.03M <0.01% new 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 19,001 $2.01M 1.24% +2,893 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,825 $1.99M <0.01% +11,469 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 18,686 $1.97M 0.12% +872 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,373 $1.94M 0.04% +706 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 18,367 $1.94M 0.2% -200 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 18,285 $1.93M <0.01% +359 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,884 $1.89M 0.03% +3,407 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,731 $1.87M 0.01% -1,262 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 17,500 $1.85M 0.1% +9,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,255 $1.82M 0.01% +3,574 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 17,029 $1.8M 0.33% -918 13F-HR Timeline Spruce Point Capital Management, LLC More: the full row for Spruce Point Capital Management, LLC 17,000 $1.8M 4.34% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,915 $1.79M 0.02% -78 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 16,851 $1.78M 0.04% -20,324 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 16,733 $1.77M 0.1% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 16,390 $1.73M <0.01% +1,910 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16,163 $1.71M 0.02% -63 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,106 $1.7M 0.48% +123 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,058 $1.7M +375 Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,038 $1.7M 0.21% new 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 15,982 $1.69M 0.24% +649 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15,768 $1.67M 0.92% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 15,045 $1.59M 0.05% -3,955 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,011 $1.59M 0.01% -1,203 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 14,950 $1.58M <0.01% -5,419 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,928 $1.58M <0.01% +4,031 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 14,481 $1.53M 0.09% -15 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 14,424 $1.52M 0.24% +270 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,378 $1.52M 0.33% +331 13F-HR Timeline