Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,267 $1.49M 0.04% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 5,228 $1.48M 1.41% -128 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,223 $1.48M 0.01% +2,183 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,207 $1.48M 0.52% +35 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,186 $1.47M 0.26% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,179 $1.47M 0.21% +4,052 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 5,162 $1.46M 1.66% +1,900 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 5,131 $1.46M 0.06% +2,826 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,111 $1.45M 0.14% +78 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 5,107 $1.45M 0.78% -100 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,107 $1.45M 0.32% +38 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,100 $1.45M 0.01% +3,076 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 5,100 $1.45M 3.5% -400 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,074 $1.44M 0.03% +3,482 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,031 $1.43M 0.03% +998 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,020 $1.42M 0.02% -19,161 13F-HR Timeline Group Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 4,991 $1.42M 1.11% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,989 $1.42M 0.01% -4,032 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,984 $1.41M 0.76% +251 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,967 $1.41M 0.81% +163 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 7,130 $1.39M 0.86% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,874 $1.38M 0.02% -141 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 4,840 $1.37M +107 Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,834 $1.37M 0.1% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,825 $1.37M 0.05% +402 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,743 $1.35M 0.08% +3,468 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,734 $1.34M <0.01% +814 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,708 $1.34M 0.01% +1,208 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,659 $1.32M 0.03% +390 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,657 $1.32M 0.02% +125 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,654 $1.32M 0.07% +196 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,624 $1.31M 0.15% +108 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,613 $1.31M 0.01% -2,748 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 4,600 $1.31M 1.56% -5,034 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,581 $1.3M 0.18% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,550 $1.29M 1.15% 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,533 $1.29M 0.77% +391 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,530 $1.29M 0.19% -2,167 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,519 $1.28M 0.03% -366 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,471 $1.27M 0.16% +3,237 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 4,469 $1.27M 0.41% +89 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,465 $1.27M 0.01% +319 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,431 $1.26M 0.01% +219 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,422 $1.25M 0.02% +143 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,397 $1.25M 0.05% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,397 $1.25M 0.16% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,373 $1.24M 0.01% +2,436 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,313 $1.22M 0.16% +80 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,281 $1.21M 0.09% +1,622 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,253 $1.21M 0.03% +995 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,248 $1.21M 0.09% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,224 $1.2M 0.08% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,199 $1.19M 0.61% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,199 $1.19M 0.51% +3 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,188 $1.19M 0.01% +849 13F-HR Timeline Group Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 4,000 $1.17M 0.08% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,103 $1.16M 0.03% +2,360 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 4,062 $1.15M 0.53% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,061 $1.15M 0.01% +3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,049 $1.15M 0.01% +741 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,006 $1.14M 0.02% -810 13F-HR/A Timeline Settian Capital LP More: the full row for Settian Capital LP 4,000 $1.14M 0.79% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 3,999 $1.14M 0.01% -28,795 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,889 $1.1M 0.02% +626 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,863 $1.1M 0.2% -19 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,826 $1.09M 0.01% -117 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,800 $1.08M 0.66% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,782 $1.07M 0.15% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,775 $1.07M 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,756 $1.07M 0.04% +153 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,906 $1.06M 0.07% +1,320 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,719 $1.06M 0.62% +155 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,701 $1.05M 0.03% -314 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,573 $1.05M 0.07% -165 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,696 $1.05M 0.01% -73 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,688 $1.05M 0.17% +508 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,678 $1.04M 0.02% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,624 $1.03M 0.21% -1,086 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,608 $1.02M 0.09% +666 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,604 $1.02M 0.02% +500 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,566 $1.01M 0.17% +4 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,560 $1.01M 0.11% +126 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,535 $1M 0.12% -2,156 13F-HR/A Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,530 $1M 0.38% +4 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,500 $993K 1.65% -3,000 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,500 $993K 0.2% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,577 $987K 0.02% +1,448 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,475 $986K 0.01% -363 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,473 $986K 0.03% +38 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,454 $980K 0.01% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,445 $978K 0.29% +922 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,410 $968K 0.06% -61 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,398 $964K 0.14% +1,090 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,397 $964K 0.04% -2,998 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,389 $962K 0.48% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,374 $957K 0.03% +1,290 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,374 $957K 0.14% +23 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,352 $951K 0.03% +883 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,347 $950K 0.91% +111 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 3,335 $946K 0.12% -323 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,327 $944K 0.41% -150 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,318 $942K 0.02% +50 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,314 $940K 0.1% +221 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,314 $940K 0.21% -150 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,307 $938K 0.04% -142 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,299 $936K 0.58% +1 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,252 $923K 0.03% -62 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,224 $915K 1.29% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,190 $905K 0.37% +1,472 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,186 $904K 0.03% +240 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,177 $902K 0.06% -149 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,171 $900K 0.02% -1,433 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,122 $886K 0.13% +153 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,118 $885K 0.14% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,099 $879K 0.26% +320 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,096 $879K 0.03% +272 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,085 $875K 0.21% -1,500 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,078 $873K 0.09% -62 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,065 $868K 0.05% -31 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,057 $867K 0.69% +225 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,026 $859K 0.03% +335 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,022 $858K 0.01% -233 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,013 $855K 0.07% +1,739 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 2,961 $840K 0.01% new 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,959 $840K 0.31% -14 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,940 $834K 0.05% -58 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,914 $827K 0.6% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,909 $825K 0.05% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,908 $825K 0.05% +151 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,896 $822K 0.02% new 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,005 $818K -3,673 Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,874 $815K 0.18% +27 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,866 $813K 0.04% +298 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,857 $811K 0.06% -452 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,854 $810K 0.08% +389 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,854 $810K 0.56% +184 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,854 $810K 0.21% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,847 $808K 0.16% +1,584 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,835 $804K 0.04% +320 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,833 $804K 0.01% new 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 2,825 $802K 0.45% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,818 $800K 0.01% +962 13F-HR Timeline Group SCP Investment, LP More: the full row for SCP Investment, LP 2,800 $795K 0.88% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,887 $795K 0.03% +97 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,793 $793K 0.25% +779 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,761 $784K 0.06% +2 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,725 $773K 0.3% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,689 $763K 0.76% -94 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,685 $762K 0.01% +851 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,675 $759K 0.16% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,669 $757K 0.01% +489 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,557 $751K 0.03% +455 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,623 $744K 0.02% -308 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,608 $740K 0.2% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,596 $737K 0.03% -1,050 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,561 $727K <0.01% -2,016 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,545 $722K 0.02% -117 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,544 $722K 0.42% +45 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,542 $721K 0.01% -4,940 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,541 $721K 0.49% +84 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,526 $717K 0.01% +345 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,519 $715K 0.46% +4 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,514 $713K +1,259 Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,670 $711K 0.07% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,500 $709K 0.38% 0 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 2,500 $709K 0.93% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,499 $709K 0.02% +801 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 2,497 $709K 0.65% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,493 $707K 0.12% -365 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,491 $707K 0.01% -202 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,481 $704K 0.06% -1,194 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,459 $698K 0.31% -30 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,459 $698K 0.43% +88 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,450 $695K 0.58% -93 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,427 $689K 0.59% -369 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,422 $687K 0.23% +1,368 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 2,418 $686K 0.2% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,405 $682K 0.04% -25 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,398 $680K 0.11% -20 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,394 $680K <0.01% +218 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,369 $672K 0.01% +689 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,751 $672K 0.02% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,350 $667K 0.11% +1,150 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,349 $667K 0.3% -500 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,341 $664K 0.05% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,336 $663K 0.09% +411 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,324 $659K 0.01% -202 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,310 $655K 0.02% +1,797 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,292 $650K 0.28% +562 13F-HR/A Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,286 $649K 0.13% -1,473 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,286 $649K 0.03% +177 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,285 $648K 0.01% new 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,272 $645K 0.32% -600 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,267 $643K 0.03% +57 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,243 $637K 0.01% +437 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,235 $634K 0.05% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,230 $633K 0.02% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,227 $632K 0.01% +151 13F-HR Timeline Group Knuff & Co LLC More: the full row for Knuff & Co LLC 2,211 $627K 0.19% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,205 $626K 0.03% +431 13F-HR Timeline