Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,211 $541K 0.06% +1 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,187 $538K 0.01% +2,448 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,100 $529K 0.11% -500 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,039 $523K 0.01% +1,374 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,037 $523K +4,833 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,029 $522K <0.01% +343 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,020 $521K 0.03% +2,580 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,008 $520K 0.05% +80 13F-HR Timeline CYRUS CAPITAL PARTNERS, L.P. More: the full row for CYRUS CAPITAL PARTNERS, L.P. 5,000 $519K 0.26% -15,000 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,931 $512K <0.01% +2,516 13F-HR Timeline Group QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 4,930 $512K 1.6% +169 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 4,900 $508K 0.57% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,867 $505K 0.05% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,842 $502K 0.02% +4,603 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,841 $502K 0.01% new 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,811 $499K 0.07% -100 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 4,740 $492K new Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,740 $491K <0.01% -1,321 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,683 $486K 0.02% +404 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,680 $486K 0.06% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,621 $479K 0.04% -20,570 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,537 $471K 0.01% +569 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 4,442 $461K 0.12% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,500 $459K 0.03% -4,181 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,400 $457K 0.07% +250 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,346 $451K 0.01% +159 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,319 $448K 0.52% +866 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,283 $444K 0.19% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,144 $430K 0.26% +338 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,110 $426K 0.01% +1,000 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,103 $426K 0.01% +677 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 4,096 $425K 0.32% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,092 $425K 0.01% +564 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,026 $418K 0.06% -448 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 3,998 $415K 0.63% +569 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,962 $411K <0.01% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 3,904 $405K 0.03% -52 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,818 $396K 0.21% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,774 $392K <0.01% +1,124 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,753 $389K 0.01% -1,617 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,750 $389K 0.2% +400 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 3,720 $386K 0.05% +3,070 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,688 $383K 0.02% new 13F-HR Timeline Group Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,683 $382K 0.15% +1,118 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,681 $382K <0.01% +38 13F-HR Timeline Group Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 3,625 $376K 0.49% +310 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,239 $373K 0.1% +650 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 3,542 $368K 0.07% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,501 $363K 0.09% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,500 $363K 0.11% -1,500 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,850 $355K 0.02% +412 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,411 $354K 0.01% new 13F-HR Timeline Group HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 3,357 $348K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,344 $347K 0.03% +2,869 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,056 $344K 0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,310 $343K 0.09% -2,379 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,281 $340K 0.01% -46,106 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,273 $340K 0.08% 0 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,427 $337K 0.14% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,250 $337K <0.01% +633 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,211 $333K <0.01% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,202 $332K 0.04% +219 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 3,200 $332K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,118 $324K 0.01% +1,118 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,099 $322K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,053 $317K 0.02% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,790 $315K 0.07% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,027 $314K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,026 $314K 0.01% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,001 $311K 0.03% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,000 $311K 0.03% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,001 $311K 0.14% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,984 $310K 0.18% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,977 $309K 0.01% +79 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,944 $305K <0.01% -437 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,896 $300K 0.01% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,879 $299K 0.1% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,848 $296K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,837 $294K 0.01% -2,241 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,880 $294K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,820 $293K 0.01% new 13F-HR/A Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 2,819 $292K 0.37% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,810 $292K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,799 $290K 0.21% +98 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,770 $287K <0.01% +1,081 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 2,764 $287K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,733 $284K 0.02% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,727 $283K 0.28% -119 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,707 $281K 0.18% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,697 $280K 0.17% +146 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,692 $279K 0.02% -590 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,674 $278K <0.01% +2,155 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,659 $276K <0.01% +31 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,645 $274K 0.14% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,618 $272K 0.11% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,485 $270K 0.37% +280 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,592 $269K <0.01% -218 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,576 $267K 0.01% +2,573 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,563 $266K <0.01% +954 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,556 $265K 0.03% -129 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,547 $264K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,537 $263K 0.01% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,522 $262K 0.05% +89 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,500 $259K <0.01% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,457 $255K 0.02% -24 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 2,427 $252K <0.01% +34 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,426 $252K 0.13% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,415 $251K 0.13% -450 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,404 $249K 0.01% -129 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 2,333 $242K 0.26% -300 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,331 $242K 0.01% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,300 $239K 0.04% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,300 $239K <0.01% -267,701 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,269 $235K <0.01% -2,556 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 2,268 $235K 0.01% -1,363 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,263 $235K 0.02% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,262 $235K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,260 $234K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,259 $234K 0.01% +509 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 2,257 $234K 0.01% -294 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,250 $233K 0.02% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,250 $233K 0.03% -315 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,242 $233K <0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,234 $232K 0.01% new 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 2,222 $231K 0.07% 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 2,221 $230K 0.01% -332 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,205 $229K 0.02% -2,615 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,200 $228K 0.04% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,190 $227K <0.01% new 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,185 $227K 0.08% new 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 2,176 $226K 0.09% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,155 $224K 0.03% -2,619 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,148 $223K 0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,345 $220K <0.01% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,112 $219K <0.01% -65,542 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,108 $219K 0.01% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,094 $217K 0.03% -420 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,093 $217K <0.01% -844 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,089 $217K <0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,086 $216K 0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,041 $212K 0.04% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,031 $211K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,020 $210K <0.01% new 13F-HR/A Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,014 $209K 0.01% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,000 $208K 0.03% new 13F-HR Timeline Group Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 2,000 $208K 0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,000 $208K <0.01% -1,321 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,000 $208K 0.1% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,000 $208K 0.18% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,000 $207K 0.01% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,334 $206K 0.09% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,981 $206K 0.08% +771 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,969 $204K 0.11% new 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,962 $204K 0.09% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,945 $202K 0.01% new 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,936 $201K 0.05% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,214 $201K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,600 $166K 0.01% -414 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,552 $161K <0.01% +880 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,545 $160K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,482 $154K <0.01% +120 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,383 $144K 0.01% +17 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,296 $134K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,290 $134K 0.07% +1,266 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,273 $132K 0.01% +955 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,250 $130K 0.01% +1,000 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,200 $125K 0.08% +300 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,184 $123K <0.01% +252 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,092 $113K <0.01% -189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NVWM, LLC More: the full row for NVWM, LLC 1,087 $113K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,083 $112K <0.01% +1,003 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 394 $109K 0.06% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,020 $106K 0.02% -776 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $104K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 911 $94.5K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 901 $93.5K 0.02% -33,075 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 875 $90.8K 0.02% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 862 $89.4K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 818 $84.9K <0.01% +228 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 818 $84.9K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 815 $84.6K <0.01% +375 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 782 $81.1K 0.02% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 750 $77.8K 0.01% +250 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 698 $71.2K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 667 $69.2K 0.05% -433 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 642 $66.6K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 636 $65.8K <0.01% -296 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 600 $62.3K 0.02% +100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 517 $53.6K 0.01% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 517 $53.6K 0.01% +17 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 500 $51.9K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 500 $51.9K 0.02% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 486 $50.4K 0.02% -10 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 0 $50.4K 0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 470 $48.8K 0.02% +270 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 467 $48.5K 0.01% +127 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 451 $46.8K 0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 450 $46.7K 0.04% +350 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 436 $45.2K <0.01% +230 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 424 $44K <0.01% +135 13F-HR Timeline Group