CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,331 $2.02M 0.49% -586 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,324 $2.01M 0.15% -142 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,314 $2M 1.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,306 $2M 0.21% -46 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,303 $1.99M 0.04% -4 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,303 $1.99M 0.04% +482 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,297 $1.99M 0.09% -85 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,286 $1.98M 0.24% -758 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,263 $1.96M 0.05% -74 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,256 $1.95M 0.11% +178 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,247 $1.94M 0.08% -178 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,244 $1.94M 0.17% +214 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,242 $1.94M 0.04% -29 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,238 $1.94M 0.29% -20 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,237 $1.94M 0.06% +1,234 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,227 $1.93M 0.04% +354 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,225 $1.93M 0.17% 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,213 $1.92M 0.05% -675 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,210 $1.91M 0.56% -60 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,205 $1.91M 0.04% -191 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,191 $1.9M 0.65% +121 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 2,200 $1.89M 0.74% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,172 $1.88M 0.82% +165 13F-HR/A Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,169 $1.88M 1.55% -1,106 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 2,168 $1.88M +447 Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,166 $1.87M 0.25% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,161 $1.86M 0.07% +118 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,095 $1.81M 0.02% -1,636 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,084 $1.8M 0.02% -63 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,065 $1.79M 0.05% -173 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,061 $1.78M 0.04% +30 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,056 $1.78M 0.05% -82 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,053 $1.78M 0.82% +241 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,050 $1.77M 0.06% +479 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,050 $1.77M 2.95% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,045 $1.77M 0.68% -1,659 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,023 $1.75M 0.05% +283 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 2,017 $1.75M 1.07% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,016 $1.74M 0.08% +123 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,011 $1.74M 0.14% +67 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,003 $1.73M 0.01% +615 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,003 $1.73M 0.55% -1 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 2,000 $1.73M 0.08% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,984 $1.72M 0.2% -225 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,982 $1.71M 0.7% +218 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,977 $1.71M 0.21% +5 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,975 $1.71M 0.6% +1 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,969 $1.7M 0.04% +160 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,963 $1.7M 0.03% -159 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,955 $1.69M 0.05% -111 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,930 $1.67M 0.15% -3 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,920 $1.66M 0.48% +1,554 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,917 $1.66M 0.11% +108 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,921 $1.66M 0.12% +135 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,914 $1.66M 0.05% -2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,895 $1.64M 0.09% -6 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,225 $1.63M 0.05% +444 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,882 $1.63M 0.05% +660 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,872 $1.62M 0.07% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,865 $1.61M 0.14% -19 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,860 $1.61M -167 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,839 $1.59M 0.03% -260 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,868 $1.59M 0.82% +25 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,830 $1.58M 0.04% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,829 $1.58M 0.65% +775 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,819 $1.57M 0.46% -54 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,799 $1.56M 0.13% +30 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,790 $1.55M 0.05% -259 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,864 $1.55M 0.03% +639 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,780 $1.54M 0.42% -690 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,766 $1.53M 0.05% -65 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,756 $1.52M 0.1% -29 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,746 $1.51M 0.25% -150 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,733 $1.5M 0.67% -6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,729 $1.5M 0.13% -3 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,701 $1.47M 0.02% +47 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,694 $1.47M 0.16% -5 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,683 $1.46M 0.08% -57 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,676 $1.45M 0.45% +1,636 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,656 $1.43M 0.02% +417 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 1,655 $1.43M 1.51% 0 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 1,631 $1.41M 0.53% -320 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,629 $1.41M 0.32% -269 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,629 $1.41M 0.02% +6 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,625 $1.41M 0.33% +30 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,613 $1.4M 0.08% -1,328 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,606 $1.39M 0.57% -18 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,600 $1.39M 0.1% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,600 $1.39M 0.44% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,600 $1.38M 0.92% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,600 $1.38M 0.9% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,592 $1.38M 0.27% -258 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,591 $1.38M 0.43% -40 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,590 $1.38M 0.01% -461 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,588 $1.37M 0.09% -1 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,584 $1.37M 0.33% +7 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 1,582 $1.37M 0.52% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,581 $1.37M 0.02% +12 13F-HR Timeline Group SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,581 $1.37M 0.74% -202 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,578 $1.37M 0.4% +110 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,570 $1.36M 0.62% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,568 $1.36M 0.19% -109 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,567 $1.36M 0.15% +115 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,560 $1.35M 0.05% -73 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,560 $1.35M 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 1,559 $1.35M 0.22% +21 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,553 $1.34M 0.74% +15 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,550 $1.34M 0.14% +726 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,548 $1.34M 0.43% -292 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,545 $1.34M 0.02% -2 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,546 $1.34M 0.06% new 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,544 $1.34M 0.04% +100 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,542 $1.33M 0.15% +16 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,540 $1.33M 0.35% +1,214 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,534 $1.33M 0.73% +58 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,531 $1.32M 0.07% -9 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,525 $1.32M 0.04% +200 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,523 $1.32M 0.04% +44 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,504 $1.3M 0.02% +172 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,505 $1.3M 0.15% -161 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,500 $1.3M 1.06% +543 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,499 $1.3M 0.03% -101 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,485 $1.29M 1.29% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,485 $1.28M 0.8% +8 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,479 $1.28M 0.19% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,477 $1.28M 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,472 $1.27M 0.04% +5 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,478 $1.27M 0.19% +47 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 1,453 $1.26M 1.3% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,444 $1.25M 0.21% -187 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,432 $1.24M 0.15% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,426 $1.23M 0.17% -1,513 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,417 $1.23M 0.09% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,413 $1.22M 0.07% -8 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,399 $1.21M 0.01% -1,521 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,398 $1.21M 0.14% +15 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,390 $1.2M 0.05% +1,014 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,357 $1.2M 0.26% +1 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,369 $1.2M 0.74% +11 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,381 $1.2M 0.08% +292 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,376 $1.19M 0.06% +16 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,376 $1.19M 0.2% -207 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,374 $1.19M 0.18% +5 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,371 $1.19M 0.01% -115 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,369 $1.18M 2.65% -5 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,367 $1.18M 0.04% -642 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,360 $1.18M 0.11% +16 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,357 $1.17M 0.01% -190 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,350 $1.17M 0.1% -250 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,348 $1.17M 0.06% +247 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,345 $1.16M 0.45% -55 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,339 $1.16M 0.06% +207 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,338 $1.16M 0.19% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,337 $1.16M 0.07% +15 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,330 $1.15M 0.83% +46 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,330 $1.15M 0.02% +9 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,328 $1.15M 0.44% -79 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,323 $1.14M 0.03% +268 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,322 $1.14M 1.25% +131 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,319 $1.14M 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,317 $1.14M 0.01% -66,800 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,316 $1.14M 0.13% +9 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,308 $1.13M 0.26% +25 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,300 $1.12M 0.26% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,213 $1.12M 0.14% -204 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,282 $1.11M 0.23% +239 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,277 $1.11M 0.03% +51 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,268 $1.1M 0.12% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,264 $1.09M 0.04% -51 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,259 $1.09M 0.1% -156 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,255 $1.09M 0.07% -138 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,254 $1.09M 0.03% +136 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,252 $1.08M 0.16% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,251 $1.08M 0.03% -346 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,250 $1.08M 0.81% +403 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,235 $1.07M 0.07% +87 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,233 $1.07M 0.21% -54 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,230 $1.06M 0.07% +15 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,287 $1.06M +687 Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,214 $1.05M 0.37% -58 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,213 $1.05M 0.38% -60 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,208 $1.05M 0.23% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,205 $1.04M 0.11% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,200 $1.04M 0.03% +92 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 1,200 $1.04M 0.06% 0 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,200 $1.04M 0.21% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,185 $1.03M 0.98% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,185 $1.03M 0.56% +10 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,182 $1.02M 0.07% +26 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,182 $1.02M 0.09% -831 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,181 $1.02M 0.07% +339 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,179 $1.02M 0.17% +899 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,179 $1.02M 0.16% -42 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,174 $1.02M 0.31% +12 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,169 $1.01M 0.35% -50 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,165 $1.01M 0.22% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,158 $1M 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 1,157 $1M 0.07% +15 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,150 $995K 0.08% +378 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,141 $988K 0.04% +11 13F-HR Timeline