INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,320 $562K 0.04% +579 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,299 $562K 0.02% -222 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,296 $560K 0.19% -22 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,291 $558K 0.14% +726 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,289 $558K 0.01% -18 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 1,289 $557K 0.13% 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,288 $557K 0.04% -21,541 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,287 $556K 0.03% -214 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,286 $556K 0.05% +329 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,286 $556K 0.05% +241 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,280 $553K 0.2% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,277 $552K 0.03% +490 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,275 $551K 0.06% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,274 $551K 0.06% +10 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,274 $551K 0.08% -33 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,272 $550K 0.12% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,269 $549K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,269 $549K 0.02% +23 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,260 $545K 0.13% +610 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,260 $545K 0.06% +2 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,256 $543K 0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,254 $542K 0.18% -26 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,253 $542K 0.04% -1,252 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,253 $542K 0.06% +8 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 1,250 $540K 0.52% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,248 $540K 0.02% -3,117 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,245 $538K 0.18% -20 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,244 $538K 0.16% +139 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,244 $538K 0.35% +49 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,238 $535K 0.09% +482 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,238 $535K 0.02% -9 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,233 $533K 0.04% +10 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,235 $530K 0.03% +121 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,225 $530K 0.11% -25 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,221 $528K 0.02% +195 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,219 $527K 0.14% +39 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,218 $527K 0.03% -9 13F-HR Timeline TOBAM More: the full row for TOBAM 1,212 $524K 0.14% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,229 $524K 0.01% -89 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,209 $523K 0.09% +244 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,205 $521K 0.16% -59 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,205 $521K -644 Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,197 $517K 0.03% -220 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,194 $516K 0.02% -70 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,177 $509K 0.2% -973 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,176 $509K 0.48% +370 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,173 $507K 0.06% -291 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,171 $506K 0.03% -100 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,171 $506K 0.03% +71 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,164 $503K 0.04% +69 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 1,164 $503K 0.01% -8,015 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,163 $503K 0.43% +434 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,161 $502K 0.21% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,157 $500K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,155 $499K 0.04% -85 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,150 $497K 0.01% -93 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,142 $494K +75 Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,142 $494K 0.26% +33 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,142 $494K 0.02% +358 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,140 $493K 0.04% +327 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,140 $493K 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,324 $492K 0.03% -317 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,138 $492K 0.17% -157 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,137 $491K 0.01% +560 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,133 $490K 0.03% +218 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,127 $487K 0.05% +388 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,124 $486K 0.1% -102 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,119 $484K 0.1% -2,080 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,117 $483K 0.02% -25 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,111 $480K 0.06% +661 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,108 $479K 0.03% +286 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,106 $478K 0.38% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,103 $477K 0.06% new 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 1,100 $476K 0.1% new 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 1,100 $476K 0.09% -100 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,100 $476K 0.12% -98 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,094 $473K 0.1% -65 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,093 $473K 0.03% -373 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 1,090 $471K 0.19% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,089 $471K 0.05% +57 13F-HR Timeline American Trust More: the full row for American Trust 1,089 $471K 0.04% +11 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,088 $470K 0.17% 0 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 1,084 $469K 0.06% -8 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,084 $469K 0.04% -133 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,082 $468K 0.06% -3,950 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,075 $464K 0.2% -50 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,069 $462K 0.03% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,066 $461K 0.01% +424 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,065 $461K 0.23% +263 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,064 $460K 0.23% +116 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,058 $457K 0.03% +215 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,051 $454K 0.16% +90 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,050 $454K 0.02% +38 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,043 $451K 0.03% -1,085 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,037 $448K 0.24% +297 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,035 $448K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,034 $447K 0.03% -826 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,031 $446K 0.07% -489 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,030 $445K 0.41% +119 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 1,030 $445K 0.19% -920 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,026 $444K 0.02% +79 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,026 $443K 0.02% -17 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,016 $439K 0.05% +252 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,015 $439K 0.02% new 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,011 $437K 0.22% -3 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,010 $437K 0.45% +201 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,010 $437K 0.09% -94 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,008 $436K 0.07% -81 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,006 $435K 0.21% +72 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,002 $433K 0.03% -7 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 720 $433K 0.14% -278 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,001 $433K 0.03% +115 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $432K 0.02% 0 13F-HR/A Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,000 $432K 0.04% new 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 995 $430K 0.18% +550 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 992 $429K 0.22% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 989 $428K 0.07% -58 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 977 $422K 0.08% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 977 $422K 0.06% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 976 $422K 0.19% +84 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 975 $422K 0.02% +37 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 974 $421K 0.31% +118 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 971 $420K 0.02% -106 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 970 $419K 0.02% -43 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 969 $419K 0.04% +64 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 969 $419K 0.06% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 969 $419K 0.07% +1 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 963 $417K 0.01% +332 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 960 $416K 0.1% -271 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 962 $416K 0.16% +55 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 961 $416K 0.09% 0 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 957 $414K 0.29% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 957 $414K 0.22% +9 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 955 $413K 0.05% +189 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 955 $413K 0.11% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 952 $412K 0.21% +10 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 945 $409K 0.14% -166 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 945 $409K 0.07% +515 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 942 $407K 0.03% -110 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 937 $405K 0.07% -32 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 932 $403K 0.1% -394 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 925 $400K 0.03% +480 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 923 $399K 0.23% +18 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 921 $398K 0.02% -215 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 919 $397K 0.02% -230 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 918 $397K 0.04% -447 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 918 $397K 0.03% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 917 $396K 0.06% -45 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 914 $395K 0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 908 $393K <0.01% +124 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 906 $392K 0.14% -84 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 905 $391K 0.03% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 904 $391K 0.11% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 903 $390K 0.16% +31 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 900 $389K 0.07% -937 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 900 $389K 0.06% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,001 $389K 0.2% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 898 $388K 0.02% -17 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 898 $388K 0.13% +451 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 897 $388K 0.06% -32 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 896 $387K 0.03% -6,000 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 896 $387K 0.1% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 895 $387K <0.01% -562 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 894 $387K 0.16% -337 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 880 $380K 0.03% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 880 $380K 0.12% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 879 $380K 0.03% +185 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 879 $380K 0.01% -551 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 878 $379K 0.03% +111 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 876 $379K 0.08% +366 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 876 $379K 0.02% -244 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 876 $379K 0.09% +26 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 882 $378K <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 974 $378K 0.01% +263 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 871 $377K 0.02% -19 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 865 $374K 0.05% +103 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 863 $373K <0.01% -878 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 862 $373K 0.01% 0 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 861 $372K 0.06% +509 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 861 $372K 0.03% -83 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 855 $370K 0.14% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 855 $370K 0.06% -69 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 854 $369K 0.02% +90 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 853 $369K 0.19% +400 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 852 $368K 0.32% +166 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 948 $368K 0.35% +31 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 852 $368K 0.01% -30 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 851 $368K 0.06% +87 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 850 $368K 0.05% -38 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 848 $366K 0.19% +1 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 847 $364K 0.02% -2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 839 $363K 0.02% -148 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 838 $362K 0.25% +83 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 836 $361K 0.24% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 836 $361K 0.25% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 832 $360K 0.03% +58 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 832 $360K 0.2% +118 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 830 $359K 0.2% +7 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 829 $358K 0.11% -19 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 827 $358K <0.01% -19,423 13F-HR Timeline