HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,873 $1.26M 0.06% -13 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,846 $1.25M 0.84% -2 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,874 $1.24M 0.51% +13 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,827 $1.24M 0.22% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,820 $1.23M 0.04% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,817 $1.23M 0.02% -125 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,807 $1.23M 0.11% +16 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,805 $1.23M 0.13% 0 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 2,801 $1.23M 0.09% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,786 $1.22M 0.24% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,773 $1.21M 0.05% +2,771 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 2,749 $1.2M 0.18% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,730 $1.2M 0.48% +72 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,715 $1.19M 0.02% new 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,712 $1.19M 0.19% +1,173 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,690 $1.18M 0.01% +43 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,675 $1.17M 0.03% -296 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,656 $1.17M 0.02% -114 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,647 $1.16M 0.46% +57 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,635 $1.15M 0.12% -20 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,631 $1.15M 0.01% +589 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,617 $1.14M 0.12% -2,251 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,594 $1.14M 0.06% -188 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,577 $1.13M 0.27% +42 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,556 $1.12M 0.08% -331 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,552 $1.12M 0.1% +292 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,540 $1.11M 0.32% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,530 $1.11M 0.07% +2,004 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,500 $1.09M 0.3% +663 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,495 $1.09M 0.71% new 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,483 $1.09M 0.26% -653 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,477 $1.08M 0.08% +6 13F-HR/A Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,449 $1.07M 0.8% +150 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,439 $1.07M 0.02% -160 13F-HR/A Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,438 $1.07M 0.61% -51 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,428 $1.06M 0.02% +208 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,414 $1.06M 0.09% +621 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,401 $1.05M 0.18% -314 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,381 $1.04M 0.08% +30 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 2,380 $1.04M 0.09% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,380 $1.04M 0.02% -185 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,387 $1.04M 0.38% +177 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,332 $1.02M 0.16% +1 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,323 $1.02M 0.03% -524 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,323 $1.02M 0.01% -69 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,322 $1.02M 0.08% +19 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,322 $1.02M 0.19% -5 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,311 $1.01M 0.54% +155 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,274 $995K 0.12% -24 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,256 $988K <0.01% -8,897 13F-HR/A Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,255 $987K 0.07% +69 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,256 $987K 0.08% +2,254 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,286 $983K 0.1% -427 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,236 $979K 0.05% -1,162 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,211 $968K 0.01% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,185 $957K 0.44% +86 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,191 $949K 0.03% -2,377 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,144 $939K 0.02% -116 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,143 $938K 0.12% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,129 $932K 0.01% +115 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,244 $931K 0.83% +31 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,113 $925K +716 Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,100 $919K 0.04% +200 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,096 $918K 0.06% -20 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,096 $918K 0.22% -16,912 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 2,036 $891K 0.56% new 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,034 $891K 0.01% -159 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,027 $887K 0.13% 0 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,024 $886K 1% -63 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,022 $885K 0.1% -37 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,015 $882K 0.19% +1,134 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,011 $880K 0.07% +116 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,008 $879K 0.06% +75 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,002 $876K 0.07% 0 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 2,000 $876K 0.68% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 2,000 $876K 0.98% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,999 $875K 0.02% -204 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,996 $874K 0.04% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,982 $868K 0.07% -141 13F-HR/A Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,977 $866K 0.66% -60 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,945 $852K 0.03% +137 13F-HR Timeline Group Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,938 $848K 0.81% -36 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,936 $848K 0.43% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,934 $847K 0.08% +9 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,929 $845K 0.07% -11 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,913 $838K 0.99% +28 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,908 $837K 0.16% +265 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,911 $837K -3,040 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,901 $832K 0.01% -141 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,890 $827K 0.04% +50 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,883 $824K 0.72% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,869 $820K 0.24% -267 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,873 $820K 0.06% -302 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,864 $816K 0.44% +1,387 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,860 $814K 0.49% -430 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,859 $814K 0.08% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,854 $812K 0.16% -43 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,850 $810K 0.01% 0 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,839 $805K 0.73% +86 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,837 $803K 0.01% +1,398 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,832 $802K 0.2% +1,341 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,831 $802K 0.03% +24 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,827 $800K 0.44% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,826 $799K 0.27% +30 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,819 $796K 0.01% -100 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,802 $788K 0.19% -71 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 1,800 $788K 0.19% +940 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,766 $773K 0.05% +728 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,766 $773K 0.37% -225 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,762 $772K 0.03% -88 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,760 $771K 0.05% +92 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,750 $766K 0.01% -152 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 1,699 $744K 0.28% -40 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,689 $736K 0.1% +786 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,678 $734K 0.14% -25 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,660 $727K 0.06% -67 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,645 $720K 0.3% +3 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,642 $719K 0.01% -5,681 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,639 $718K 0.09% +11 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,638 $717K 0.11% -26 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,625 $711K 0.35% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,628 $710K 0.4% +644 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,621 $710K 0.61% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,618 $708K 0.02% -2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,608 $704K 0.01% -131 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,599 $700K 0.03% -198 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,590 $697K 0.03% -52 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,571 $688K 0.01% +18 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,562 $684K 0.09% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,562 $684K 0.23% -31 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,557 $682K 0.01% -168 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,546 $677K 0.19% -60 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,545 $676K 0.04% +451 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,536 $672K 0.08% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,531 $672K 0.04% -100 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,531 $670K 0.25% -1,310 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,525 $668K 0.01% -155 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,514 $663K 0.02% +448 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,595 $663K 0.01% -10,372 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,545 $662K <0.01% +102 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,505 $659K 0.01% +16 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,492 $653K 0.13% new 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,489 $652K 0.02% +1,187 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,479 $648K 0.29% +29 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,473 $646K 0.01% +103 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,455 $637K 0.03% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,448 $636K 0.32% -24 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,449 $634K <0.01% -69,693 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,440 $630K 0.06% -1,247 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,437 $629K 0.29% -660 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,429 $627K 0.03% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,429 $626K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,425 $624K 0.01% -653 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,425 $624K <0.01% +222 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,425 $623K 2.36% -22,006 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,420 $622K 0.01% -58,884 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,400 $613K 0.01% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,399 $613K 0.03% +95 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,397 $612K 0.23% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,394 $611K 0.02% +185 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,391 $609K 0.03% +657 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,377 $603K 0.08% -1,033 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,377 $603K -20 Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,364 $597K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,361 $596K 0.08% -40 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,358 $594K 0.06% -16 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,341 $587K 0.04% -12 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,341 $587K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,344 $586K 0.01% +349 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,329 $582K 0.02% +55 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,320 $578K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trek Financial, LLC More: the full row for Trek Financial, LLC 1,317 $577K 0.04% -234 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,315 $576K 0.02% +26 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,313 $575K 0.09% -52 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,313 $575K 0.01% -54 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,304 $571K 0.02% +110 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,303 $570K 0.01% +10 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,302 $570K 0.04% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,302 $570K 0.1% +166 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,300 $569K 0.65% -1,200 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,300 $569K 0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,294 $567K 0.06% +12 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,288 $564K 0.04% -230 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,288 $564K 0.18% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,284 $562K 0.03% +232 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,282 $561K 0.08% -49 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,282 $561K 0 Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 1,265 $554K 0.77% +269 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,256 $550K 0.26% -1,675 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,266 $548K 0.05% +6 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,251 $548K 0.02% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,244 $545K 0.11% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,241 $543K 0.06% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,241 $543K 0.39% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,239 $542K 0.04% +70 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,233 $540K 0.25% +48 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,228 $538K 0.16% -3,923 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,214 $532K 0.01% +100 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,209 $531K 0.22% +37 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,205 $527K 0.04% -23 13F-HR Timeline