PDT Partners, LLC More: the full row for PDT Partners, LLC 2,000 $1.55M 0.1% -380 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,991 $1.54M 0.03% -30 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,984 $1.53M 0.03% -8 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,974 $1.53M 0.52% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,962 $1.52M 0.33% +316 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,950 $1.51M 0.12% -16 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,939 $1.5M 0.03% -48 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 1,935 $1.49M 0.13% +13 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,933 $1.49M 0.18% -343 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,933 $1.49M 0.02% +1,030 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,929 $1.49M 0.15% +343 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,917 $1.48M 0.93% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,915 $1.48M 0.04% +1 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,915 $1.48M 0.23% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,881 $1.45M 0.49% +3 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,873 $1.45M 0.06% +1,505 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,872 $1.45M 0.07% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,865 $1.44M 0.32% +22 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,860 $1.44M 0.03% -8 13F-HR Timeline Group MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,830 $1.41M 0.04% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,825 $1.41M 0.12% -48 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 1,813 $1.4M 0.26% new 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,812 $1.4M 0.92% +432 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,807 $1.4M 0.08% -64 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,831 $1.4M 0.09% +594 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,800 $1.39M 0.12% -48 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,794 $1.39M 0.03% +19 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,792 $1.38M 0.54% -813 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,791 $1.38M 0.1% -58 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,781 $1.38M 0.78% +2 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,767 $1.37M 0.09% +843 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,767 $1.36M 0.04% -33 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,764 $1.36M 0.4% -25 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,760 $1.36M 0.36% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,742 $1.35M <0.01% +724 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,740 $1.34M 0.06% -163 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,733 $1.34M 0.62% +4 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,730 $1.34M 0.65% -553 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,726 $1.33M 0.12% -41 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,725 $1.33M 0.15% -1,229 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,718 $1.33M 0.19% -30 13F-HR Timeline Group FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,710 $1.32M 0.21% -32 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,708 $1.32M 0.05% +201 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,704 $1.32M 0.02% -94 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,704 $1.32M 0.34% -241 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,699 $1.31M 0.11% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,613 $1.3M 0.59% 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,674 $1.29M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,671 $1.29M 0.02% -3,659 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,668 $1.29M 0.01% +129 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,655 $1.28M 0.14% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,645 $1.27M 0.42% +1,262 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,642 $1.27M 0.2% -341 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,631 $1.26M 0.36% -3 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,627 $1.26M 0.32% -582 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,625 $1.26M 0.31% -58 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,624 $1.25M 0.19% +521 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,622 $1.25M 0.02% -240 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,606 $1.24M 0.04% +8 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,600 $1.24M 0.44% 0 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 1,600 $1.24M 0.02% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,600 $1.24M 0.86% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,594 $1.23M 0.08% -4 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,588 $1.23M 0.05% +195 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,587 $1.23M 0.5% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,586 $1.23M 0.08% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,583 $1.22M 0.22% +32 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,570 $1.21M 0.51% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,570 $1.21M 0.19% +776 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,560 $1.21M 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,556 $1.2M 0.01% -96 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 1,551 $1.2M -201 Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,548 $1.2M 0.1% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,539 $1.19M 0.02% +64 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,538 $1.19M 0.03% -29 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,533 $1.18M 0.05% +51 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,530 $1.18M 0.01% -13 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,527 $1.18M 0.72% +88 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,526 $1.18M 0.13% +1 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,516 $1.18M 0.07% +65 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,517 $1.17M 0.04% -244 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,515 $1.17M 0.07% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,511 $1.17M 0.66% -13 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,504 $1.16M 0.75% +16 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,500 $1.16M 0.36% +73 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,485 $1.15M 1.14% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,484 $1.15M -124 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,480 $1.14M 0.03% -62 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,477 $1.14M 0.02% +27 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,475 $1.14M 0.17% -9 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,474 $1.14M 0.08% -62 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,472 $1.14M 0.02% -28 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 1,471 $1.14M 0.11% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,471 $1.14M 0.08% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,466 $1.13M 0.07% +23 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,463 $1.13M 0.06% -9 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,462 $1.13M 0.66% +26 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,458 $1.13M 0.04% +23 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,454 $1.12M 0.08% +749 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,448 $1.12M 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,532 $1.11M 0.15% -82 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,426 $1.1M 0.31% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,424 $1.1M 0.02% -28 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,415 $1.09M 0.43% +108 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,412 $1.09M 0.01% -32 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,407 $1.09M 0.03% -584 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $1.08M 0.25% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,400 $1.08M 0.43% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,400 $1.08M 0.4% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,400 $1.08M 0.09% +800 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,395 $1.08M 0.03% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,384 $1.07M 0.13% -92 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,370 $1.06M 0.12% -11 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,319 $1.05M 0.01% -40 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,348 $1.04M 0.38% -44 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,347 $1.04M 0.03% +126 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,338 $1.03M 0.18% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,332 $1.03M 0.56% -44 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,353 $1.03M 0.23% +1 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,332 $1.03M 0.11% -152 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,332 $1.03M 0.56% +34 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,325 $1.02M 0.03% +250 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,323 $1.02M 0.05% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,320 $1.02M 0.2% -1,064 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,260 $1.01M 0.16% +201 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,310 $1.01M 0.02% +181 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,310 $1.01M 0.06% +20 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,308 $1.01M 0.01% +43 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,305 $1.01M 0.02% +201 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,299 $1M 0.38% -20 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,298 $1M 0.25% -22 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,292 $998K 0.05% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,289 $996K 0.02% +391 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,287 $994K 0.05% +64 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,272 $983K 0.17% -479 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,268 $980K 0.11% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,258 $973K 0.02% -94 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,231 $951K 0.41% +28 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,230 $951K 0.13% -10 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,225 $946K 0.2% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,224 $946K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,224 $945K 0.05% -160 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,223 $945K 0.55% -9 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,215 $939K 0.26% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,111 $938K 0.04% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,211 $936K 0.1% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,209 $934K 0.06% +13 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,208 $933K 0.22% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,177 $932K 0.02% -5 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,202 $929K 0.02% -90 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,200 $927K 0.12% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,198 $926K 0.09% +153 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,198 $926K 0.06% +7 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,192 $921K 0.25% -28 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,190 $919K 0.11% -70 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,185 $916K 0.02% +17 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,183 $914K 0.03% +1 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,175 $908K 0.01% -9,978 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,170 $904K 0.06% -89 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,165 $900K 0.2% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,165 $900K 0.08% -12 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,162 $898K 0.02% +305 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,161 $897K 0.05% +170 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,153 $891K 0.07% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,141 $882K 0.02% -260 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,138 $879K 0.68% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,136 $878K 0.4% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,130 $873K 0.01% +22 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,130 $873K 0.08% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,121 $866K 0.04% +549 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,116 $863K 0.07% -5 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,114 $861K 0.49% -12 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,112 $859K 0.4% -19 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,111 $858K 0.2% +109 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,109 $856K 0.61% +1 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,102 $851K 0.02% +316 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,100 $850K 0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,100 $850K 0.05% +214 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,074 $830K 0.27% +5 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,026 $826K 0.02% -43 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,064 $822K 0.04% -213 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,064 $822K 0.01% -3,240 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,059 $819K 0.64% -17 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,059 $818K 0.09% +128 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,041 $804K 0.04% -723 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,040 $803K 0.33% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,038 $802K 0.22% +340 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,038 $802K 0.02% -132 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,035 $800K 0.1% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,034 $799K 0.19% -10 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,032 $797K 0.07% +1,014 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,030 $795K 0.01% -17 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,023 $790K 0.53% -546 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,023 $790K 0.07% -86 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,021 $789K 0.01% -404 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,015 $784K 0.48% -11 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,014 $783K 0.59% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,013 $783K 0.43% +77 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,012 $782K 0.06% -292 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $773K 0.12% 0 13F-HR Timeline