Balefire, LLC More: the full row for Balefire, LLC 14,370 $724K 0.14% -8,086 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,357 $723K 0.02% +12,544 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,304 $720K 0.01% new 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 14,010 $706K 0.44% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,741 $692K 0.08% +1,966 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 13,400 $675K 0.22% -10,950 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 13,212 $665K 0.21% +1,109 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 12,985 $654K 0.2% +95 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 12,769 $643K 0.23% +554 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,759 $643K 0.03% +1,587 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,720 $641K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,692 $639K 0.04% -2,149 13F-HR Timeline Group RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 12,641 $637K 0.26% +1,546 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,500 $632K 0.11% -1,800 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,490 $632K 0.02% -1,557 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,438 $627K 0.47% +1,704 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 12,189 $614K 0.34% +1,426 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 12,050 $607K 0.01% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 11,981 $603K 0.27% -6,233 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 11,934 $601K 0.15% -112 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,447 $577K 0.04% +1,610 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,372 $573K 0.04% -115 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,048 $557K 0.03% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,960 $553K 0.07% -9,594 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 10,906 $549K 0.06% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,859 $547K 0.07% +55 13F-HR/A Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,835 $546K 0.04% -36,409 13F-HR/A Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,826 $545K 0.16% +956 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,650 $536K 0.27% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 10,611 $534K 0.01% new 13F-HR Timeline Group J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 10,506 $529K 0.51% +2,382 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,453 $527K 0.35% -59 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,400 $524K 0.23% 0 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,364 $522K 0.01% +4,446 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 10,338 $521K 0.51% +13 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,335 $521K 0.02% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,302 $519K 0.03% -1,956 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 10,150 $511K 0.12% -2,000 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 9,996 $507K 0.05% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,000 $506K 0.05% +1,500 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 10,024 $505K 0.03% +101 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 10,013 $504K 0.21% +1,987 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,007 $504K <0.01% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 9,916 $499K +5,498 Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 9,908 $499K 0.24% +52 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 9,890 $498K 0.09% 0 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 9,822 $495K 0.51% -5,855 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 9,761 $492K 0.35% +2 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 9,619 $485K 0.07% +837 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 9,540 $481K 0.18% +5,211 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,410 $476K 0.01% -20,213 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 9,368 $472K 0.14% -217 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,282 $468K <0.01% -10,358 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,174 $462K 0.02% -6,646 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 9,094 $458K 0.33% -47,748 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 8,985 $453K 0.06% +402 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,946 $451K 0.11% +3,208 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 8,930 $450K 1.73% -9 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,923 $449K 0.02% -606 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 8,900 $448K 0.29% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,877 $447K 0.32% +39 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,874 $447K 0.02% +2,370 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,838 $445K 0.05% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,656 $436K 0.01% -14,336 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,541 $430K 0.02% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,492 $428K 0.14% +709 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,487 $427K 0.03% -195 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,400 $423K 0.18% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,376 $422K 0.02% -103,029 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,371 $422K 0.07% +2,276 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 8,350 $421K 0.24% -265 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,241 $415K 0.08% -938 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 8,098 $408K 0.16% +1,530 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,021 $404K <0.01% +274 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,018 $404K 0.04% +1,111 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 8,017 $404K 0.19% -1,938 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,899 $398K 0.21% +716 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,738 $390K 0.06% +1,909 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,548 $380K 0.02% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,276 $367K 0.01% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 7,250 $365K 0.03% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,211 $365K 0.01% -108,891 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 7,239 $365K 0.16% +46 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 7,135 $359K 0.23% +350 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 7,025 $354K 0.3% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,183 $351K <0.01% -6,255 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,909 $349K 0.08% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,912 $348K 0.04% +1,334 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,762 $341K 0.25% -3,474 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,747 $340K 0.02% -498 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,663 $336K 0.1% -612 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,654 $335K 0.06% +1,569 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 6,631 $333K 0.09% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,579 $331K <0.01% +1,620 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,500 $327K 0.05% -3,700 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,447 $325K <0.01% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 6,439 $324K 0.12% +48 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,430 $324K 0.11% +612 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 6,369 $321K 0.1% -2,461 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 6,365 $321K 0.07% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,126 $309K 0.29% +549 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,122 $308K 0.03% -714 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,097 $307K 0.01% -307 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,009 $303K 0.11% +351 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,000 $302K 0.04% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,959 $302K 0.02% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,979 $301K 0.06% +479 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,963 $300K 0.09% +81 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,930 $299K 0.03% +923 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,893 $298K 0.11% -16,333 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,832 $294K 0.08% -337 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 5,694 $287K 0.04% +42 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,662 $285K 0.01% -2,079 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,612 $283K 0.05% -1,569 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 5,599 $282K 0.23% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,574 $281K 0.01% +570 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,512 $278K 0.05% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,469 $277K 0.02% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,474 $276K 0.01% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,429 $275K 0.03% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,373 $271K 0.05% new 13F-HR/A Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,357 $270K 0.02% -393 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 5,282 $266K 0.21% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,261 $265K 0.16% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,259 $265K 0.09% -161 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,241 $264K 0.14% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,227 $263K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,212 $263K <0.01% -630 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,193 $262K 0.05% +38 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,165 $260K 0.13% 0 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 5,153 $260K 0.2% -1,417 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,150 $259K 0.02% -75 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,061 $255K 0.06% +37 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,050 $254K 0.05% +352 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,014 $253K 0.02% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 4,928 $248K 0.16% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,866 $245K 0.08% -726 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,840 $244K 0.01% -590 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,664 $235K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,642 $234K <0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,622 $233K 0.04% new 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 4,585 $232K 0.03% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,487 $226K 0.12% -69,963 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 4,480 $226K 0.29% -19,937 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,474 $225K 0.02% +98 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,440 $224K 0.02% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,436 $223K 0.02% -384,619 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,262 $215K 0.01% -437 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,228 $213K <0.01% +231 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,227 $213K <0.01% -460 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,211 $212K 0.05% new 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 4,097 $206K 0.11% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,033 $203K 0.05% -111,522 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,000 $201K 0.04% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,723 $188K 0.17% +424 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,704 $187K <0.01% -140 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,564 $180K <0.01% -3,032 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 3,487 $177K 0.08% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,507 $177K 0.09% -1,589 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,250 $164K 0.1% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,119 $157K 0.1% -2,294 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,054 $154K 0.01% -44 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,028 $153K 0.16% +587 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,973 $150K 0.03% +483 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,971 $150K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,965 $149K 1.33% -66 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,691 $136K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,434 $123K <0.01% +1,981 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,200 $111K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,922 $96.8K <0.01% +4 13F-HR/A Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,500 $75.6K 0.04% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,490 $75.1K 0.02% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,500 $75K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,450 $73.1K 0.03% +490 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,438 $72.4K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,315 $66.2K 0.02% -6,122 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,262 $63.5K <0.01% -10,343 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,225 $61.7K <0.01% +9 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,179 $59.4K <0.01% +900 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,131 $57K 0.02% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,100 $55.4K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,063 $53.5K 0.05% -594 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,025 $51.6K <0.01% +487 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 969 $48.9K 0.02% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 965 $48.6K 0.02% +531 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 900 $45.3K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 892 $44.9K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 778 $39.2K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 754 $38K <0.01% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 659 $33.2K 0.01% -96 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 612 $30.8K <0.01% -2,762 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 521 $26.3K 0.02% -56 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 510 $25.7K <0.01% -886 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 501 $25.2K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 500 $25.2K <0.01% new 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 491 $24.7K 0.02% +441 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 459 $23.1K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 400 $20.1K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 340 $17.1K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 307 $15.5K <0.01% +207 13F-HR Timeline