Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 10,000 $343K 0.02% -3,761 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 10,000 $343K 0.15% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 10,000 $343K <0.01% -349,931 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 9,801 $336K 0.12% -198 13F-HR Timeline Financial Sense Advisors, Inc. 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More: the full row for Sovereign Financial Group, Inc. 9,538 $327K 0.07% new 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 9,220 $317K 0.24% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,204 $316K <0.01% +2,579 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,197 $316K 0.04% -6,793 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,038 $310K 0.06% -416 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 8,976 $308K 0.27% -2,229 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,624 $296K 0.14% -3,836 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 8,600 $295K 0.2% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,483 $291K 0.08% +6,420 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,436 $290K <0.01% -1,509 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,436 $290K 0.09% -1,300 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,362 $287K 0.03% -1,364 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,310 $285K 0.26% +1,450 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,000 $275K 0.02% new 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 7,933 $272K 0.38% -8,790 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,627 $262K 0.02% +4,000 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 7,541 $259K 0.05% -5,915 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,403 $254K <0.01% -1,800 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for TAGStone Capital, Inc. 6,425 $230K 0.09% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,679 $229K 0.02% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,653 $228K 0.03% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,361 $218K 0.01% +1,256 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,208 $213K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,020 $207K <0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,922 $203K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,556 $191K <0.01% +3,955 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,402 $185K 0.07% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,224 $179K <0.01% +1 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,300 $148K <0.01% -35 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,898 $134K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,875 $133K <0.01% -5,200 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,728 $93.7K <0.01% +318 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,677 $91.9K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,612 $89.7K <0.01% -725 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,500 $85.8K 0.06% -2,550 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,427 $83.3K <0.01% -1,100 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,789 $61.4K <0.01% -163,364 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,743 $59.8K <0.01% -408 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,461 $50K <0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,340 $46K <0.01% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,200 $41.2K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,175 $40.3K 0.01% +531 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,142 $39.2K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,000 $34.3K 0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,000 $34.3K 0.02% -1,500 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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More: the full row for UMB Bank, n.a. 693 $23.8K <0.01% new 13F-HR/A Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 670 $23K 0.01% 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 583 $20K <0.01% -100 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 580 $19.9K <0.01% -150,639 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 537 $18.4K <0.01% -159 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 348 $11.9K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 335 $11.5K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 300 $10.3K <0.01% -228 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 300 $10.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 212 $7.28K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $6.87K <0.01% -250 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 173 $5.94K 0.01% -49 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 147 $5.05K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 132 $4.54K <0.01% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 132 $4.53K <0.01% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 114 $3.91K <0.01% +88 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 100 $3.43K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $3.43K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 80 $2.75K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 77 $2.64K <0.01% -796 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 75 $2.58K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 70 $2.4K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 42 $1.44K <0.01% +22 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 29 $996 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 27 $932 <0.01% -1 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 27 $927 <0.01% -125 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20 $687 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18 $603 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 13 $446 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10 $344 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7 $240 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $206 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.