Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,417 $630K 0.01% +441 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 7,415 $630K 0.03% +4 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7,404 $629K 0.25% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,390 $628K 0.03% -773 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,373 $627K 0.04% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,309 $621K 0.03% -44 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,306 $621K 0.06% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 7,299 $620K 0.14% -361 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,263 $617K 0.26% +950 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,230 $614K 0.13% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 7,216 $613K 0.02% -2,028 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,211 $613K <0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,189 $611K 0.04% +224 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 7,158 $608K 0.2% +839 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,122 $605K 0.17% -600 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 7,081 $602K 0.16% +959 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,009 $596K 0.01% +890 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,982 $593K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,911 $587K 0.32% +201 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 6,900 $586K 0.48% -1,600 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,835 $581K 0.01% +875 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 6,824 $580K <0.01% -68 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,930 $579K 0.01% -3,570 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,737 $572K 0.01% +747 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,699 $569K 0.07% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,596 $561K 0.08% -130 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,586 $560K 0.11% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,532 $555K 0.02% +1,456 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,520 $554K 0.11% -419 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,494 $552K 0.16% 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 6,466 $549K 0.1% 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 6,407 $544K 0.36% 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 6,404 $544K 0.49% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,361 $541K 0.01% +1,232 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 6,352 $540K 0.08% +1,478 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,348 $539K 0.07% -324 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,410 $539K 0.05% +31 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 6,327 $538K 0.11% 0 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 6,000 $537K 0.36% +1,000 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,291 $535K 0.02% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,938 $531K 0.08% -1,048 13F-HR/A Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,243 $531K 0.28% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,212 $528K 0.04% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,212 $528K 0.04% -27 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 6,191 $526K 0.22% 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,179 $525K 0.04% +653 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,063 $524K 0.07% +1,771 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,123 $520K 0.08% -119 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,012 $511K 0.06% +3 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,218 $511K 0.16% +1,926 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,991 $509K <0.01% -190,871 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 5,963 $507K 0.02% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,928 $504K 0.01% +148 13F-HR Timeline Group City State Bank More: the full row for City State Bank 5,908 $502K 0.14% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,903 $502K 0.02% -3,410 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 5,885 $500K 0.76% +290 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 5,883 $500K 0.49% 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,880 $500K 0.11% +550 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,861 $498K 0.22% +4 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,853 $497K 0.02% +2,712 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,808 $494K 0.06% -113 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,787 $492K 0.08% +19 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 5,780 $491K 0.1% +896 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,757 $489K 0.07% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,638 $489K 0.02% +1,704 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,746 $488K 0.13% +3,249 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,702 $485K 0.29% +701 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,685 $483K 0.06% -385 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 5,670 $482K 0.13% -309 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,670 $482K 0.3% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,649 $480K 0.03% +124 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,636 $479K 0.06% -2,750 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,622 $478K 0.03% 13F-HR Timeline GMT Capital Corp More: the full row for GMT Capital Corp 5,600 $476K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,583 $474K 0.07% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,583 $474K 0.03% -1,356 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,573 $474K 0.01% -124 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,570 $473K 0.01% +2,100 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,555 $472K 0.04% +50 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 5,539 $471K 0.27% new 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 5,500 $467K 0.55% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,468 $465K 0.01% -26,962 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 5,358 $455K 0.97% +1,738 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,334 $453K 0.16% +55 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,334 $453K 0.01% +55 13F-HR/A Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,331 $453K 0.17% +180 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,300 $450K 0.03% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 5,298 $450K 0.15% +530 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,297 $450K 0.21% +18 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,279 $449K 0.08% -426 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,268 $446K 0.05% -322 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,217 $443K 0.02% +46 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 5,191 $441K 0.33% -636 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,170 $439K 0.05% -350 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,118 $435K 0.03% -35,186 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 5,100 $433K 0.09% +3,400 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 5,099 $433K 0.02% -630 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,078 $432K 0.41% -7,889 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 5,047 $429K 0.23% +164 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 5,004 $425K 0.07% -4,996 13F-HR Timeline Taconic Capital Advisors LP in group Taconic Capital Advisors LP More: the full row for Taconic Capital Advisors LP 5,000 $425K 0.16% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 4,978 $423K 0.43% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,964 $422K 0.04% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,938 $420K 0.03% +760 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,813 $409K 0.04% +13 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,798 $408K 0.15% +16 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,798 $408K 0.03% -1,846 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,772 $406K 0.04% +2 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,035 $404K 0.01% +2,370 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 4,748 $403K 0.03% +1,716 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,702 $400K 0.01% -2,437 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,670 $397K 0.16% -223 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,659 $396K 0.04% +328 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,625 $393K <0.01% +906 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,618 $392K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,600 $391K 0.13% +100 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,596 $391K 0.12% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,544 $386K <0.01% +267 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,533 $385K 0.02% -835 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,503 $383K 0.02% -355 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,761 $382K 0.01% -31 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,497 $382K 0.08% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,469 $380K 0.03% -589 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,425 $376K <0.01% +899 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,421 $376K 0.06% +672 13F-HR/A Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,416 $375K 0.11% -130 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,396 $374K <0.01% new 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 5,053 $373K 0.5% +2 13F-HR/A Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 4,379 $372K 0.16% +1,491 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,335 $368K 0.05% +293 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,275 $363K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,249 $361K 0.02% +1,100 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,230 $359K 0.01% +1,333 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,227 $359K 0.12% +888 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 4,300 $358K 0.16% +3,200 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,208 $358K 0.04% +701 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,183 $355K 0.02% -676 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,152 $353K <0.01% +294 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,151 $353K 0.14% -344 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,150 $353K 0.09% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,148 $353K 0.03% -1,235 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,138 $352K 0.03% -3,578 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,097 $348K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,091 $348K 0.01% -2,045 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,087 $347K 0.17% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,075 $346K <0.01% -1,160 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,043 $344K 0.02% +1,634 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,041 $343K 0.04% -79 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,951 $343K 0.09% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,001 $340K 0.14% -899 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 4,000 $340K 0.02% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,992 $339K 0.04% -21,929 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,970 $337K <0.01% -12,908 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,967 $337K 0.11% +5 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,092 $336K 0.21% +295 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,910 $334K <0.01% -34,543 13F-HR Timeline Group Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 3,915 $333K 0.25% 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,908 $332K 0.27% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,904 $332K 0.16% -1,481 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,875 $329K 0.15% +1,200 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,851 $327K 0.06% +1,394 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,844 $327K 0.02% +119 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,839 $326K 0.09% +202 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,838 $326K 0.01% +232 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,823 $325K 0.1% -209 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,821 $325K 0.01% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,812 $324K 0.06% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 3,801 $323K 0.03% +69 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,771 $320K 0.22% -8 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,765 $320K 0.03% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,761 $320K 0.04% -1,006 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,746 $318K 0.13% -79 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,744 $318K 0.13% -420 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,740 $318K 0.12% +247 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,725 $317K 0.02% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,719 $316K 0.2% -99 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,718 $316K 0.01% +19 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,715 $316K 0.06% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,709 $315K 0.1% 0 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 3,679 $313K +721 Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,664 $311K 0.06% +448 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,649 $310K 0.02% -23 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 3,628 $308K 0.13% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,621 $308K 0.04% +1 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,616 $307K <0.01% +223 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,615 $307K 0.04% -55 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,603 $306K 0.02% +859 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,585 $305K 0.05% +820 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 3,566 $303K 0.19% -898 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,559 $302K 0.01% -97 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,549 $302K 0.06% -444 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,476 $302K 0.03% -3,193 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,543 $301K 0.02% -141 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,521 $299K 0.07% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,516 $299K 0.13% +1,000 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,511 $298K 0.05% -103,511 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,504 $298K <0.01% +239 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,498 $297K 0.11% -800 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,487 $297K 0.01% +400 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,492 $297K 0.01% +823 13F-HR Timeline Group