Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,434 $289K 0.01% +79 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,419 $288K 0.08% +879 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,409 $287K 0.06% 0 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,385 $285K 0.02% -2,432 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,354 $282K 0.04% -144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,344 $281K 0.04% -15 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,338 $281K 0.04% +274 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,335 $281K 0.06% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,330 $280K 0.09% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,325 $280K 0.16% -194 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,325 $280K 0.07% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,322 $280K 0.01% -53,548 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,312 $279K 0.14% +736 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,311 $279K <0.01% -1,696 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,300 $278K 0.02% 0 13F-HR Timeline Valliance Asset Management Ltd More: the full row for Valliance Asset Management Ltd 3,292 $277K 0.5% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,290 $277K 0.04% +544 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,281 $276K 0.1% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,273 $275K 0.03% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,265 $275K 0.03% -1,714 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,263 $275K 0.04% -800 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,250 $274K 0.12% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,244 $273K 0.02% +31 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,236 $273K 0.02% -797 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,235 $272K 0.14% -25 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,231 $272K 0.06% -4,431 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,228 $272K 0.17% -534 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,225 $271K 0.16% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,220 $271K 0.06% +43 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,216 $271K 0.18% +2,816 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,215 $271K 0.11% +2,204 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,196 $269K 0.03% +1,033 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,025 $269K 0.14% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,184 $268K 0.04% -79,179 13F-HR/A Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,183 $268K 0.02% +266 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,177 $267K 0.06% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,177 $267K 0.03% +1,094 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,175 $267K 0.09% +82 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,171 $267K <0.01% +446 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,168 $267K 0.11% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,162 $266K 0.02% +1,204 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,158 $266K 0.09% +71 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,149 $265K 0.07% +94 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 3,137 $264K 0.05% -4 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,127 $263K 0.02% +296 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,127 $263K 0.04% -306 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,118 $262K 0.09% +103 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,117 $262K 0.01% +74 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,110 $262K 0.2% -13,290 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,102 $261K 0.01% -141 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,067 $258K <0.01% +45 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,063 $258K 0.06% -17,895 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,059 $257K 0.14% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,041 $256K 0.02% +288 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,040 $256K 0.05% +12 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,017 $254K 0.09% +51 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,005 $253K 0.07% -75 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,006 $253K 0.07% +43 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,002 $253K 0.01% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,000 $252K 0.19% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,000 $252K 0.04% -40 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,000 $252K 0.07% -50 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,000 $252K 0.26% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,919 $252K 0.03% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,973 $250K 0.04% +108 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,967 $250K <0.01% +684 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,956 $249K 0.23% 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,950 $248K 0.02% +142 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,939 $247K 0.15% +3 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,936 $247K 0.24% +24 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,931 $247K 0.01% +53 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,910 $245K 0.08% +51 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,996 $243K 0.02% +241 13F-HR/A Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,879 $243K 0.09% -51 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,867 $241K 0.04% +18 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,552 $240K 0.07% -18,649 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,855 $240K 0.05% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,852 $240K 0.06% +2 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,850 $240K 0.05% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,846 $240K <0.01% +158 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,846 $239K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,834 $239K 0.03% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,834 $239K 0.17% +59 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,830 $238K 0.06% +86 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,830 $238K 0.09% -176 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,830 $238K 0.04% +602 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,828 $238K 0.05% +196 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,827 $238K <0.01% +454 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,825 $238K 0.02% +15 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,802 $236K 0.02% -21 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,793 $235K 0.05% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,791 $235K <0.01% -2,767 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,768 $233K 0.07% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,768 $233K <0.01% +69 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,767 $233K 0.01% -134 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,761 $232K 0.13% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,754 $232K 0.02% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,758 $232K 0.05% -1,132 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,753 $232K 0.02% -51 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,738 $230K 0.14% +735 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,736 $230K 0.09% -200 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,734 $230K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,733 $230K 0.01% +695 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 2,724 $229K 0.04% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,700 $227K 0.02% -5,061 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,694 $227K 0.01% +165 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,682 $226K 0.13% 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,529 $225K 0.2% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,668 $225K 0.03% +260 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,662 $224K 0.05% +1,188 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,656 $224K 0.01% +176 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,655 $223K 0.14% -40 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,650 $223K 0.1% +375 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,644 $223K 0.03% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,644 $223K 0.08% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,638 $222K 0.13% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,640 $222K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,625 $221K 0.02% -201 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,622 $221K 0.04% +241 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,611 $220K 0.1% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,611 $220K 0.01% +959 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,579 $217K 0.02% +158 13F-HR Timeline Group INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,572 $216K 0.09% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,567 $216K 0.03% +90 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,560 $215K 0.02% 0 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,550 $215K 0.05% -150 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,547 $214K 0.03% +127 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,526 $213K 0.01% -28,382 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,528 $213K 0.08% -4,757 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,525 $213K 0.01% -451 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,520 $212K 0.05% +45 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 2,512 $211K 0.07% +6 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,509 $211K 0.04% +227 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 2,500 $210K 0.01% -18 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,500 $210K 0.05% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,500 $210K 0.08% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,114 $210K 0.04% -538 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,480 $209K 0.02% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,478 $209K 0.02% +10 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,472 $208K 0.1% +130 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,461 $207K 0.03% -7 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,461 $207K 0.01% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,460 $207K 0.02% -266 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,455 $207K 0.03% -53 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,442 $206K 0.12% 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,428 $204K 0.03% -560 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,401 $202K 0.01% +13 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,392 $201K 0.05% -62 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,391 $201K 0.05% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,391 $201K <0.01% -2,899 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,950 $201K 0.06% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,382 $200K 0.06% 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,300 $194K 0.11% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,275 $191K 0.1% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,253 $190K 0.09% -13 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,160 $182K 0.17% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,143 $180K 0.02% -714 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,052 $173K 0.01% +8 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,026 $171K 0.03% -9 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,011 $169K 0.06% +585 13F-HR Timeline Price Jennifer C. More: the full row for Price Jennifer C. 2,000 $168K 0.22% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,000 $168K 0.08% -500 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,000 $168K 0.05% -8,029 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,970 $166K 0.02% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,968 $166K 0.03% +332 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,959 $165K 0.08% -32 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,934 $163K 0.1% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,849 $161K 0.09% +178 13F-HR/A Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,900 $160K 0.01% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,900 $160K <0.01% -39,427 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,837 $155K 0.01% +710 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,800 $151K 0.06% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,795 $151K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,770 $148K 0.05% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,716 $144K 0.02% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,687 $142K 0.09% -90 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,681 $141K 0.01% +285 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,959 $141K 0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,621 $136K 0.04% -97 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,613 $136K 0.01% +137 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,575 $133K 0.08% +959 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,570 $132K 0.07% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,567 $132K 0.02% +18 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,566 $132K <0.01% +992 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,547 $131K 0.07% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,531 $129K 0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,508 $127K 0.01% +30 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,500 $126K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,428 $120K 0.01% +839 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,412 $119K 0.07% +35 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,408 $118K 0.01% +50 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,274 $116K 0.05% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,361 $116K 0.09% +4 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,366 $115K <0.01% -50 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,337 $113K <0.01% -144 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,287 $108K 0.03% +101 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,274 $107K 0.01% -278 13F-HR Timeline TOBAM More: the full row for TOBAM 1,256 $106K 0.03% -641 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S.A. Mason LLC More: the full row for S.A. Mason LLC 1,175 $98.9K 0.05% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,167 $98.2K 0.07% 13F-HR Timeline