Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,087 $1.29M 0.04% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,044 $1.28M 0.03% +3,850 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 10,013 $1.28M 0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,006 $1.28M 0.08% +94 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 10,000 $1.27M 0.06% +2,800 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,924 $1.27M 0.41% +550 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,872 $1.26M 0.21% +743 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,811 $1.25M 0.02% -1,142 13F-HR Timeline Group Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 9,774 $1.25M 2.86% new 13F-HR Timeline United Bank More: the full row for United Bank 9,769 $1.25M 0.42% +2,254 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,672 $1.23M 0.78% +2,432 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,639 $1.23M 0.45% +971 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,619 $1.23M 0.01% -952 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 9,571 $1.22M 0.05% -14,966 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,571 $1.22M 0.03% -379 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,563 $1.22M 0.15% +70 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,403 $1.2M 0.04% -9,630 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,365 $1.19M 0.08% -18 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 9,341 $1.19M 0.05% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,322 $1.19M 0.02% +653 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 9,260 $1.18M 0.06% -177 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 9,236 $1.18M 0.94% +403 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 9,226 $1.18M 0.7% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 9,181 $1.17M 0.02% +488 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,101 $1.16M 0.04% +4,637 13F-HR Timeline Marnell Management LLC More: the full row for Marnell Management LLC 9,100 $1.16M 0.88% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,073 $1.16M 0.01% +2,011 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,982 $1.15M 0.26% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,964 $1.14M 0.13% -46 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 8,864 $1.13M 0.25% -500 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,829 $1.13M 0.04% -1,000 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 8,735 $1.12M 0.01% -488 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,800 $1.12M 0.09% +200 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,797 $1.12M 0.66% -977 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,770 $1.12M 0.02% -1,157 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 8,240 $1.11M 0.09% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,703 $1.11M 0.05% +1,317 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,558 $1.09M 0.02% -2,870 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,476 $1.08M <0.01% +1,645 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,300 $1.06M 0.32% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,293 $1.06M 0.1% +2,281 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,260 $1.05M 0.01% -47 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,254 $1.05M 0.05% -858 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,192 $1.04M 0.01% -90 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,116 $1.03M 0.02% -842 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,076 $1.03M 0.08% -521 13F-HR Timeline Group LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 20,000 $1.03M 0.98% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,029 $1.02M 0.02% -902 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 9,749 $1.02M 0.25% -758 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,003 $1.02M 0.05% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 7,981 $1.02M 0.02% -144,948 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,960 $1.01M 0.1% -3,176 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,938 $1.01M <0.01% +13 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 7,936 $1.01M 0.04% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 8,173 $1.01M 0.25% +281 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 7,835 $1.01M 0.3% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 7,880 $1M 0.27% 0 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,850 $1M 0.02% -258 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,834 $999K 0.17% +2 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,815 $996K <0.01% 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 7,801 $995K 0.16% -1,165 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,778 $992K 0.06% +2,980 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,775 $991K 0.14% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,764 $990K 0.04% -17 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 7,716 $984K 0.56% -657 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,662 $977K 0.09% -599 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,650 $975K 0.02% -917 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,645 $975K 0.06% -819 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,632 $973K 0.19% -116 13F-HR/A Timeline First Bank & Trust More: the full row for First Bank & Trust 7,591 $968K 0.16% -275 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 7,574 $966K 0.09% +1,569 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,570 $965K 0.03% -1,817 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,510 $957K 0.16% -170 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,496 $956K 0.07% -267 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,363 $953K 0.04% +4,653 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,441 $949K 0.07% +61 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,400 $943K 0.03% -821 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,354 $937K 0.22% -500 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,335 $935K 0.01% +5,133 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 7,224 $935K 0.02% +1,584 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,320 $933K 0.19% +104 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,318 $933K 0.02% -505 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,307 $931K 0.18% +32 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,095 $928K 0.03% +42 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,266 $926K 0.03% +942 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,265 $926K 0.07% -4,515 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,218 $920K 0.03% -469 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,200 $918K 0.73% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 7,187 $916K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,131 $909K 0.02% -4,092 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,125 $908K 0.32% +1,623 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,061 $900K 0.01% -57 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,042 $898K 0.04% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 7,039 $897K 0.44% -4,266 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,004 $893K 0.04% -1,965 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,000 $892K 0.04% -2 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,000 $892K 0.61% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 6,979 $890K 0.25% +35 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,733 $885K 0.03% +372 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,915 $882K 0.02% -735 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,915 $882K 0.04% -245 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,894 $879K 0.07% -24,464 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,856 $874K +96 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,842 $872K 0.02% -862 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,819 $869K 0.01% -205 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,796 $866K 0.05% +2,175 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,763 $862K 0.02% -222 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 6,737 $859K 0.62% -854 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,711 $856K 0.01% +106 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,657 $848K 0.06% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,572 $838K 0.04% -350 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,520 $831K 0.02% -15,312 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,524 $831K 0.12% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,516 $831K <0.01% +273 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 6,505 $829K 0.23% -166 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,481 $826K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,462 $824K 0.11% +2,912 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,460 $824K 0.31% +419 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,444 $821K <0.01% +578 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,409 $817K 0.11% +341 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,408 $817K 0.07% +421 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,377 $813K 0.32% +76 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,324 $806K 0.62% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,307 $804K 0.18% -5,918 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,280 $801K 0.02% +2,277 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,274 $800K 0.17% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,217 $793K <0.01% -2,706 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,130 $781K 0.04% +648 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,101 $778K 0.08% +2 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,063 $773K 0.15% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,915 $754K 0.19% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,914 $754K <0.01% -1,013 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,872 $749K 0.18% -21 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,861 $747K 0.09% +300 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,851 $746K 0.01% +2,079 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,800 $739K 0.02% 0 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,798 $739K 0.09% -409 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,781 $737K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,738 $731K <0.01% +2,171 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,714 $728K 0.02% -22,185 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,708 $728K 0.05% +201 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,704 $727K 0.04% +1,491 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,699 $727K 0.03% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,677 $724K 0.01% +59 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,294 $719K 0.27% +56 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,345 $713K 0.02% +275 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,585 $712K 0.01% +666 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,579 $711K 0.02% -89,082 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,562 $709K 0.01% +82 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,558 $708K 0.03% +109 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,514 $703K 0.04% +271 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,508 $702K 0.02% -10,017 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,500 $701K 0.05% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,428 $692K 0.04% +3,296 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,374 $685K 0.3% +85 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 5,369 $684K 0.07% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,347 $682K 0.01% +350 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,332 $680K 0.02% -247 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,267 $671K 0.16% 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 5,191 $662K 0.51% +1,180 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,177 $660K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,171 $659K 0.01% -266 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,141 $655K 0.11% +14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,129 $654K 0.06% -1,158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,110 $651K 0.02% -402 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,056 $645K 0.11% 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,048 $644K 0.17% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,043 $643K 0.04% -142 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,030 $641K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 25,400 $641K 0.04% +400 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,987 $636K 0.04% +2,383 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,903 $625K 0.01% -3,753 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,886 $623K 0.05% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,885 $623K <0.01% -50,134 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,780 $609K 0.02% -5,225 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,750 $606K 0.01% +4,300 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,703 $605K 0.02% +413 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,740 $604K 0.15% -10,998 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 4,740 $604K 0.17% -200 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,700 $599K 0.11% 0 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,700 $599K 0.18% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,659 $594K 0.05% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,640 $592K 0.02% 0 13F-HR Timeline Group Kovack Advisors, Inc. 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