Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 58,606 $607K 0.19% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 57,691 $598K 0.12% +8,467 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 57,628 $597K 0.03% new 13F-HR Timeline COMPASS GROUP LLC More: the full row for COMPASS GROUP LLC 57,457 $595K 3.38% +38,518 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 57,249 $593K 0.09% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 56,250 $582K 0.28% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 56,025 $580K 0.04% +42,343 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 52,245 $579K 0.27% +1,000 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 55,194 $572K <0.01% +26,886 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 55,000 $570K 0.05% +25,000 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 53,809 $557K 0.05% +1,353 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 53,500 $554K <0.01% +5,851 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 53,200 $551K 0.01% +12,195 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 53,000 $549K 0.04% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 52,022 $539K 0.11% -10,122 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 50,158 $520K 0.2% +26,191 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 50,000 $518K 0.02% 0 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 49,882 $517K 0.14% -524 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 49,690 $515K 0.35% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 49,136 $509K 0.12% -9,650 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 48,954 $507K 0.01% -1,467 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 48,702 $505K 0.16% +34,479 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 48,600 $503K 0.04% +14,000 13F-HR Timeline OSSIAM More: the full row for OSSIAM 47,807 $495K 0.01% -6,504 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 47,150 $488K 0.02% 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 47,031 $487K 0.14% -56,686 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 45,728 $486K 0.14% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 45,774 $474K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 44,571 $462K +8,575 Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 43,169 $447K 0.15% -12,363 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 42,612 $441K 0.04% +19,675 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 42,545 $440K 0.03% -8,514 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,330 $439K 0.02% -1,059 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 41,119 $426K 0.15% +21,280 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 41,017 $425K <0.01% -241 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 40,515 $420K 0.04% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,016 $415K <0.01% -33,113 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 39,248 $407K 0.16% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,054 $405K 0.03% -1,113 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 38,887 $403K 0.02% -1,990 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 38,659 $401K 0.01% -40 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 38,517 $399K 0.34% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 37,992 $394K 0.02% +21,592 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 37,809 $392K 0.02% -4,989 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 37,727 $391K 0.03% +24 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 37,369 $387K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 36,990 $383K 0.02% +3,961 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 36,852 $382K 0.09% +100 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 36,392 $377K 0.03% -829 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 36,346 $377K 0.05% +2,120 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 35,718 $370K 0.03% -33,096 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 35,690 $370K 0.11% +21 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 35,641 $369K <0.01% -28,515 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 35,325 $366K 0.15% +21,105 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 35,000 $363K 0.13% 0 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 35,000 $363K 0.08% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 34,294 $355K 0.1% -6,321 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 33,479 $347K 0.01% -1,355 13F-HR/A Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 33,414 $346K 0.48% +6,730 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 33,376 $346K 0.11% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 33,116 $343K 0.02% -5,039 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,400 $341K <0.01% -2,734 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 31,800 $329K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 31,682 $328K <0.01% +11,586 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 31,381 $325K 0.01% -11,117 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,060 $322K <0.01% +14,239 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 30,567 $317K 0.11% +2,415 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 30,400 $315K 0.18% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 30,394 $315K <0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 30,175 $313K 0.02% +4,765 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 29,153 $302K <0.01% -3,549 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 25,000 $301K 0.08% 0 13F-HR/A Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 28,775 $298K +2,803 Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 28,004 $290K 0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 26,719 $277K <0.01% -154,047 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 26,686 $276K <0.01% +14,065 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 26,574 $275K 0.03% -1,380 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 26,384 $273K 0.01% -16,211 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 25,500 $264K <0.01% 0 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 25,300 $262K 0.2% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 24,490 $254K 0.16% +5,142 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 24,359 $252K 0.01% +2,052 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 24,042 $249K 0.17% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 23,707 $246K <0.01% +6,191 13F-HR Timeline Group Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 23,370 $242K 0.01% -5,510 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 22,904 $237K 0.01% +5,276 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 21,473 $235K 0.01% -3,951 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 22,468 $233K <0.01% -4,049 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 22,052 $228K 0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 21,919 $227K 0.03% -757 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,287 $227K 0.01% +2,292 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 21,784 $226K <0.01% +1,011 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 21,558 $223K 0.02% +4,000 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 21,418 $222K 0.01% +5,463 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 21,156 $219K 0.01% +5,739 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 21,106 $219K 0.01% -14,898 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,753 $215K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,391 $211K <0.01% +5,693 13F-HR Timeline Group 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 20,190 $209K 0.17% 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 19,335 $200K 0.01% -1,888 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 19,093 $198K 0.09% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 18,995 $197K <0.01% -1,789 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 18,845 $195K 0.01% +1,783 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 18,622 $193K 0.01% -5,983 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 18,561 $192K 0 Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 18,210 $189K 0.06% -18,816 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18,019 $187K <0.01% +2,744 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,970 $186K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,668 $183K <0.01% +1,852 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 17,347 $180K <0.01% -3,980 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,105 $177K <0.01% +15,754 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 17,045 $177K 0.01% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 16,689 $173K <0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 16,637 $172K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,476 $171K <0.01% -588 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 16,336 $169K 0.05% -21,750 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 16,291 $169K 0.05% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,200 $168K 0.02% -8,783 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 15,961 $165K 0.1% -5,126 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13,470 $162K 0.01% +13,470 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,429 $160K 0.1% -4,200 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,309 $159K <0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 15,230 $158K 0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 15,229 $158K 0.05% new 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 15,163 $157K 0.01% -4,559,899 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 15,144 $157K <0.01% -2,913 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 14,862 $154K <0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,783 $153K 0.01% -3,687 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 14,733 $153K 0.06% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 14,708 $152K 0.04% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,505 $152K <0.01% +1,216 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 14,688 $152K <0.01% -2,430 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 14,500 $150K 0.06% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 14,442 $150K 0.08% +11,228 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 14,274 $149K 0.01% new 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 13,900 $144K 0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,770 $143K 0.02% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 13,743 $142K 0.02% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,725 $142K 0.01% +46 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 13,680 $142K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,650 $141K <0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 13,610 $141K 0.01% -3,313 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 13,451 $139K <0.01% new 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 13,275 $138K 0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,248 $137K 0.03% +197 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,151 $136K <0.01% +103 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 13,121 $136K 0.04% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 12,626 $131K 0.03% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,485 $129K <0.01% -465 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 12,458 $129K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,131 $126K <0.01% -5,065 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,858 $123K <0.01% new 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,689 $121K 0.02% new 13F-HR/A Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 11,552 $120K 0.05% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 11,539 $120K 0.03% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,369 $118K <0.01% -6,133 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,346 $118K 0.01% +1,633 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 11,153 $116K 0.02% -68,205 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,162 $116K <0.01% -37,896 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 10,976 $114K 0.07% +291 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,000 $114K 0.01% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,000 $114K 0.04% -15,243 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 11,000 $114K 0.02% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 10,952 $113K 0.08% -935 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,750 $111K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,749 $111K <0.01% new 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10,740 $111K 0.01% -11,260 13F-HR Timeline Paradice Investment Management LLC in group Paradice Investment Managemen… More: the full row for Paradice Investment Management LLC 10,696 $111K 0.02% new 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,676 $111K 0.01% new 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 10,517 $109K <0.01% -4,298 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 10,500 $109K 0.05% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,437 $108K <0.01% -1,242 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 10,289 $107K 0.05% 0 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 10,287 $107K <0.01% -1,486 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,132 $105K <0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,055 $104K 0.02% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 10,000 $104K 0.09% -31 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,600 $102K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,153 $94.8K 0.01% -5,440 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9,095 $94.2K 0.02% +1,205 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 9,000 $93.2K 0.07% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,984 $93.1K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,764 $90.8K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,000 $82.9K 0.02% -100 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,873 $81.6K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,775 $70.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,698 $69.4K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,157 $64K 0.02% -683 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,061 $62.8K <0.01% -3,924 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5,995 $62.1K 0.04% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,776 $61.5K 0.01% -431 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,712 $59.2K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,692 $59K <0.01% -15,908 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 5,472 $56.7K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 5,304 $55K <0.01% -37,006 13F-HR Timeline Group CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 5,000 $51.8K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,900 $50.8K <0.01% +3,215 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,800 $49.7K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,680 $48.5K 0.05% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,339 $45K <0.01% -192 13F-HR Timeline