Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 890 $1.08M 0.86% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 887 $1.08M 0.14% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 884 $1.07M 0.06% -7 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 880 $1.07M 0.01% +8 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 878 $1.07M 0.03% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 875 $1.06M 0.27% +635 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 871 $1.06M 0.16% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 871 $1.06M 0.71% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 862 $1.05M 0.07% -99 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 851 $1.03M 0.07% -21 13F-HR Timeline Group STF Management LP More: the full row for STF Management LP 851 $1.03M 0.97% -1,166 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 844 $1.03M 0.68% +342 13F-HR/A Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 842 $1.02M 0.02% +30 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 841 $1.02M 0.23% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 839 $1.02M <0.01% new 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 835 $1.01M 0.14% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 835 $1.01M 0.33% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 834 $1.01M 0.21% new 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 834 $1.01M 0.31% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 834 $1.01M 0.04% +57 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 831 $1.01M 0.35% -53 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 830 $1.01M 0.09% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 830 $1.01M 0.04% -21 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 827 $1.01M 0.11% -3 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 826 $1M 0.05% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 823 $1000K 0.2% -480 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 821 $998K 0.01% -6 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 814 $990K 0.06% +79 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 814 $989K 0.11% +25 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 810 $984K 0.02% -11 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 809 $983K 0.56% -100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 808 $981K 0.03% +81 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 803 $976K 0.02% -183 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 802 $974K 0.16% -16 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 799 $970K 0.26% +356 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 796 $968K 0.03% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 796 $967K 0.05% +10 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 789 $959K 0.06% +1 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 789 $958K 0.06% -89 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 783 $951K 0.03% +227 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 782 $950K 0.61% +108 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 780 $948K 0.05% +183 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 674 $943K 0.6% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 771 $937K 0.08% -65 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 856 $935K 0.19% -830 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 764 $928K 0.74% +36 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 759 $922K 0.06% +25 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 759 $922K 0.34% -2 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 757 $920K 0.11% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 755 $918K 0.15% -255 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 750 $911K 0.05% +1 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 747 $908K 0.21% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 743 $903K -110 Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 740 $899K 0.14% +195 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 737 $895K 0.21% +309 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 736 $895K +99 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 730 $887K 0.1% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 728 $885K 0.07% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 711 $884K 0.25% -94 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 727 $883K 0.16% -20 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 725 $881K 0.19% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 720 $874K 0.35% +392 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 718 $873K 0.19% +97 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 718 $872K 0.01% +157 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 717 $871K 0.49% -14 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 715 $869K 0.11% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 712 $865K 0.04% +312 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 710 $863K 0.01% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 710 $863K 0.14% 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 705 $857K 0.04% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 704 $855K 0.3% 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Yeomans Consulting Group, Inc. 675 $820K 0.24% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 670 $814K 0.04% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 669 $813K 0.02% -84 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 663 $806K 0.11% +43 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 663 $805K 0.06% +1 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 661 $803K 0.03% +152 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 512 $803K 0.04% +209 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 660 $802K 0.19% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 658 $800K 0.22% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 656 $797K 0.17% -113 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 655 $796K 0.23% -10 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 654 $796K 0.3% -193 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 535 $796K 0.18% -12 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 654 $794K 0.03% new 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 653 $793K 0.11% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 648 $788K 0.09% -1 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 646 $785K 0.09% +44 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 644 $783K 0.13% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 636 $773K 0.2% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 632 $768K 0.04% -155 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 629 $764K 0.52% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 629 $764K 0.05% -2 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 629 $764K 0.09% +100 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 627 $762K 0.01% +59 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 615 $747K 0.4% -409 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 614 $746K 0.18% +323 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 614 $746K 0.07% -14 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 614 $746K 0.04% +403 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 610 $741K 0.25% +3 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 610 $741K 0.08% +8 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 608 $739K 0.2% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 606 $736K 0.24% -183 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 606 $736K 0.11% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 604 $736K 0.2% +54 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 507 $731K 0.21% +6 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 601 $730K 0.05% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 601 $730K 0.08% +78 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 601 $730K 0.13% +31 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 600 $729K 0.72% -200 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 600 $729K 0.22% -5 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 600 $728K 0.28% +1 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 599 $728K 0.04% +5 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 594 $722K 0.03% +13 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 594 $722K 0.24% +1 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 592 $719K 0.15% -12 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 592 $719K 0.16% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 591 $718K 0.06% -376 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 591 $718K 0.02% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 560 $714K 0.17% -15 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 587 $713K 0.15% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 585 $710K 0.14% +13 13F-HR Timeline BANK OZK More: the full row for BANK OZK 584 $710K 0.25% +68 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 583 $708K 0.05% +10 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 583 $708K 0.01% +97 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 529 $707K 0.04% +15 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 579 $704K 0.01% -21 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 578 $702K 0.07% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 577 $701K 0.42% +4 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 576 $700K 0.07% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 576 $700K 0.09% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 574 $697K 0.08% -22 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 578 $694K 0.06% -514 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 569 $691K 0.09% +51 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 568 $690K 0.01% -131 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 567 $689K 0.1% -35 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 565 $687K 0.12% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 470 $682K 0.28% +3 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 558 $678K 0.04% +22 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 554 $674K 0.05% -13 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 550 $668K 0.09% +75 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 549 $667K 0.09% -176 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 549 $667K 0.16% -5 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 547 $665K <0.01% -43 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 547 $665K 0.1% +21 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 545 $663K 0.29% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 545 $662K 0.13% -15 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 545 $662K 0.15% -10 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 544 $661K 0.55% -12 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 458 $660K 0.15% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 543 $660K 0.02% -3 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 535 $650K 0.08% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 534 $648K 0.15% -27 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 532 $647K 0.25% +1 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 530 $644K 0.06% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 527 $640K 0.09% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 525 $638K 0.23% -120 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 525 $638K 0.31% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 522 $634K 0.27% +19 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 518 $629K 0.03% +491 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 517 $628K 0.53% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 510 $620K 0.21% -72 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 508 $617K 0.02% +26 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 508 $617K 0.03% +7 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 503 $611K 0.03% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 503 $611K 0.06% +28 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 502 $610K 0.27% -2,351 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 501 $609K 0.09% +135 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 500 $608K 0.14% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 500 $608K 0.13% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 500 $608K 0.23% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 500 $608K +12 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 498 $605K 0.05% +1 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 497 $603K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 496 $603K 0.01% +39 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 495 $601K 0.04% -8 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 425 $599K 0.2% +319 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 492 $598K 0.08% +20 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 489 $595K 0.57% 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 489 $594K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 485 $590K 0.06% -36 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 484 $588K 0.07% +141 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 479 $582K <0.01% -16 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 477 $579K 0.23% -195 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 476 $579K 0.05% +25 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 476 $578K 0.23% +3 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 475 $577K 0.04% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 474 $576K 0.03% +54 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 473 $575K <0.01% -5 13F-HR Timeline Group