Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 11,522 $750K 0.64% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,493 $749K 0.02% +4,789 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,424 $744K <0.01% +5,151 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 11,424 $744K 0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,366 $740K 0.01% +6,824 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 11,350 $739K 0.04% -512 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 11,225 $731K 0.66% 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 11,219 $730K 0.52% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,200 $729K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,199 $729K <0.01% +4,795 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,005 $716K 0.03% +7,787 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,702 $697K 0.1% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 10,626 $692K 0.25% -10,601 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,793 $688K 0.34% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,486 $682K 0.03% new 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,451 $680K 0.05% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,420 $678K 0.32% +4,220 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 10,376 $675K <0.01% -5,129 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 10,213 $665K 0.15% new 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 10,149 $661K 0.43% -38 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,059 $655K <0.01% -1,188 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 10,000 $651K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,787 $637K 0.12% -4,900 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,755 $635K 0.01% +8,557 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 9,682 $630K 0.32% +2,920 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,618 $626K 0.02% -3,376 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,566 $623K 0.02% +2,406 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,468 $618K <0.01% -777 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,480 $617K <0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,395 $612K 0.04% -476 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,297 $605K 0.01% -3,604 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,269 $603K 0.02% +1,558 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,082 $591K 0.04% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,049 $589K 0.01% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 9,010 $586K 0.23% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,949 $582K 0.01% +3,481 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,943 $582K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,853 $576K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,811 $573K <0.01% -765 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 8,972 $572K 0.05% +4,524 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,765 $571K 0.11% -171 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,724 $568K 0.03% +7,532 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,660 $564K 0.03% +3,137 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,601 $560K 0.05% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,598 $560K <0.01% +70 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,569 $558K <0.01% +764 13F-HR/A Timeline Group 111 Capital More: the full row for 111 Capital 8,550 $557K 0.12% -2,877 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,512 $554K 0.07% -5,178 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,434 $549K 0.03% +637 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,342 $543K 0.02% +3,541 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 8,332 $542K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,295 $540K 0.01% +791 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,273 $538K 0.02% -6,627 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,255 $537K 0.01% new 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,204 $534K 0.05% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,189 $533K <0.01% 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 7,963 $518K 0.01% -1,278 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,926 $516K 0.01% -340 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,914 $515K 0.04% new 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. 7,900 $514K 0.01% 0 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 7,891 $514K 0.2% -4,046 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,687 $500K 0.01% +1,172 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,681 $500K 0.01% +194 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,626 $496K <0.01% -35 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 7,341 $478K <0.01% -99 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,331 $477K 0.09% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,242 $471K 0.05% new 13F-HR/A Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,175 $467K <0.01% +1,135 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 7,147 $465K 0.17% +2,978 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 7,020 $457K 0.01% -79,910 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. &PARTNERS More: the full row for &PARTNERS 6,930 $453K <0.01% +214 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,949 $452K 0.01% +1,272 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 6,940 $452K <0.01% 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,890 $448K 0.03% new 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 6,752 $439K 0.13% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,747 $439K 0.09% -208 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,720 $437K <0.01% +2,503 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,711 $437K 0.03% -7 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,505 $423K 0.03% new 13F-HR/A Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,474 $421K 0.03% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,394 $416K 0.14% +23 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,385 $416K 0.12% -1,600 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,343 $413K 0.05% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,300 $410K <0.01% +2,135 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,245 $406K 0.02% +1,230 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 6,259 $404K 0.03% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,087 $396K 0.03% -16 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,087 $396K <0.01% +1,816 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,060 $394K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,054 $394K <0.01% +4,706 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 6,023 $392K 0.02% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 5,889 $383K 0.23% +25 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,833 $380K 0.08% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,825 $379K 0.2% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,786 $377K <0.01% -4,117 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,768 $375K <0.01% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,656 $368K 0.03% new 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 5,599 $364K 0.2% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,591 $364K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,585 $364K 0.01% +3,136 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,530 $360K 0.07% +653 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,471 $356K 0.12% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,425 $353K <0.01% +794 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,409 $352K 0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,408 $352K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 5,370 $350K 0.16% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,358 $349K 0.06% new 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,352 $348K <0.01% +52 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,318 $346K 0.16% -1,958 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,217 $340K 0.05% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,208 $339K 0.05% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,193 $338K <0.01% -255 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,128 $334K 0.05% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,057 $329K 0.03% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,036 $328K 0.03% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,000 $325K 0.14% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,980 $324K 0.11% +819 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,942 $322K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,079 $321K 0.04% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,907 $319K 0.17% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,900 $319K 0.02% -282 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,889 $318K 0.03% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,884 $318K <0.01% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,838 $315K 0.1% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,828 $314K <0.01% -3,721 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,815 $313K 0.15% 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 4,712 $307K <0.01% -233 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,680 $305K 0.01% -448 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,670 $304K 0.01% -346 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,338 $300K <0.01% +622 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,460 $290K 0.04% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,451 $290K 0.1% +5 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,385 $285K <0.01% +115 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,376 $285K 0.02% new 13F-HR Timeline Group ASO GROUP Ltd More: the full row for ASO GROUP Ltd 4,333 $282K 0.11% 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,311 $281K 0.01% -647 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,268 $278K <0.01% new 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,249 $277K 0.01% -1,125 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,107 $267K 0.09% -3,448 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,097 $267K 0.04% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,053 $264K 0.08% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,271 $262K 0.01% +149 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,988 $260K <0.01% +1,948 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,977 $259K 0.06% +4 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,955 $257K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,893 $253K 0.01% new 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,850 $251K 0.05% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,850 $251K 0.04% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,846 $250K 0.08% -150 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,368 $249K 0.11% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,822 $249K 0.02% -156 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,800 $247K <0.01% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,800 $247K 0.1% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,763 $245K 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,755 $244K <0.01% -241 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,741 $244K 0.05% new 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,740 $243K 0.16% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,731 $243K <0.01% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,704 $241K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,631 $236K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,625 $236K 0.01% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,609 $235K 0.37% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,564 $232K 0.08% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,534 $230K <0.01% -188 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,505 $228K 0.01% +2,833 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 3,493 $227K 0.05% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,488 $227K 0.08% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,480 $227K 0.11% 13F-HR/A Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 3,395 $221K 0.1% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,331 $217K <0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,330 $217K 0.03% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,316 $216K 0.18% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $215K 0.05% -300 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,271 $213K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,230 $210K <0.01% new 13F-HR/A Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,215 $209K 0.09% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,211 $209K 0.16% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,178 $207K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,126 $203K 0.01% -82,287 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,100 $202K 0.05% -16,700 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,092 $201K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,897 $189K <0.01% +136 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,878 $187K <0.01% -307 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,816 $183K -94 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,734 $178K <0.01% -398 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,568 $167K 0.01% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,448 $159K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,436 $159K 0.05% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,382 $155K <0.01% +54 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,379 $155K 0.05% +2,088 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,299 $150K 0.01% -763 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,234 $145K <0.01% -1,257 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,194 $143K <0.01% +1,721 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,068 $135K <0.01% -6,721 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,985 $129K <0.01% +608 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,927 $125K <0.01% -201 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,919 $125K 0.04% -26 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,915 $125K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,858 $121K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,801 $117K 0.03% +1,091 13F-HR Timeline