MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,461 $416K 0.01% -51 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,454 $415K 0.02% -3,933 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,507 $413K 0.03% -30 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 2,441 $412K 0.1% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,395 $405K 0.3% -113 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,386 $403K 0.23% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,384 $403K 0.02% +36 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,381 $403K 0.13% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,380 $402K 0.06% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,376 $402K 0.06% -35 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,350 $397K 0.11% -5 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,347 $397K 0.16% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,342 $396K 0.04% -47 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,326 $393K 0.11% -31 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,319 $392K 0.01% +454 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,820 $391K 0.08% -273 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,305 $390K 0.03% +189 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,305 $390K 0.09% -150 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,301 $389K 0 Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,300 $389K 0.01% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 2,300 $389K <0.01% new 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,297 $388K 0.25% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,293 $388K 0.12% -148 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,292 $388K 0.14% +276 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,290 $387K 0.34% 0 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,285 $386K 0.09% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,278 $385K 0.06% +260 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,277 $385K 0.02% +24 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,275 $385K 0.06% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,272 $384K 0.14% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,262 $383K <0.01% +493 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,252 $381K 0.02% -21 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,248 $380K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,245 $380K 0.12% +98 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,234 $379K 0.05% +193 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,238 $378K 0.08% -140 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,233 $378K 0.14% -127 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,227 $377K 0.02% -38 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,209 $374K 0.06% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,208 $373K 0.03% +40 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,201 $372K 0.07% -110 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,193 $371K 0.03% +4 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,191 $371K 0.14% +54 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,180 $369K 0.01% -3 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,151 $364K 0.24% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,148 $363K 0.33% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,147 $363K <0.01% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,139 $362K 0.2% +144 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,191 $361K 0.01% +166 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,117 $358K 0.02% -259 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,116 $358K 0.01% +601 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,100 $355K 0.01% +30 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,097 $355K 0.06% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,092 $354K 0.09% -38 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,091 $354K 0.04% -67 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,091 $354K 0.07% +80 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,090 $353K <0.01% -1,515 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,090 $353K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,085 $353K 0.01% +25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,078 $351K <0.01% +62 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,071 $350K 0.03% -47 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,066 $349K 0.12% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,064 $349K 0.01% +314 13F-HR/A Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,061 $349K 0.16% +13 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,060 $348K 0.02% +34 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $347K 0.04% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,048 $346K 0.01% +446 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,051 $346K 0.02% +94 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,038 $345K 0.05% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,036 $344K 0.02% 0 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 2,036 $344K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,035 $344K 0.06% +415 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,032 $344K 0.01% -80 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,030 $343K 0.01% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,028 $343K 0.03% +4 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,015 $342K 0.02% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,012 $340K 0.02% +7 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,008 $340K <0.01% -413 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,007 $339K 0.06% +380 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,005 $339K 0.01% +418 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $338K 0.04% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,995 $337K 0.02% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,963 $332K 0.01% -172 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,952 $330K 0.08% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,947 $329K 0.23% -483 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,936 $327K 0.08% 0 13F-HR/A Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,931 $327K 0.19% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,929 $326K 0.06% +17 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,909 $323K 0.01% -39 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,908 $323K 0.17% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,897 $321K 0.02% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,898 $321K 0.04% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,897 $321K 0.11% +51 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,895 $320K 0.13% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,883 $318K 0.11% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,881 $318K 0.02% -94 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,874 $317K 0.01% +71 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,874 $317K 0.09% -88 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,868 $316K 0.03% -600 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,866 $316K 0.07% -158 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,844 $312K 0.05% -14 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,842 $311K 0.08% +1 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,835 $310K 0.13% -20 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,833 $310K 0.02% -207 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,832 $310K 0.14% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,824 $309K 0.02% +295 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,818 $307K 0.21% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,818 $307K 0.09% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,808 $307K 0.07% -135 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,804 $305K 0.01% -17 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,800 $304K 0.02% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,800 $304K 0.14% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,412 $304K 0.02% +12 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,792 $303K 0.02% +2 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,785 $302K 0.08% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,783 $302K 0.02% +140 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,842 $300K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,779 $300K 0.13% +2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,757 $297K 0.03% +47 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,750 $296K 0.04% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 1,749 $296K 0.13% 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,745 $295K 0.02% 0 13F-HR/A Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,745 $295K 0.09% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,743 $295K 0.02% +26 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,741 $294K 0.04% -73 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,741 $294K 0.03% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,725 $292K 0.01% +1 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,724 $292K 0.02% +109 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,709 $289K 0.2% 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 1,700 $288K 0.11% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,700 $287K 0.02% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,698 $287K 0.02% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,685 $285K 0.1% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $285K 0.12% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,679 $284K <0.01% -44 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,697 $283K 0.04% -563 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,672 $283K 0.02% -38 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,672 $283K 0.07% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,668 $282K 0.04% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,668 $282K 0.01% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,666 $282K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,657 $280K 0.07% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,653 $280K 0.07% +1 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,650 $279K 0.05% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,642 $278K 0.02% +93 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,615 $273K 0.04% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,608 $272K 0.08% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,600 $271K 0.05% -97 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,590 $269K 0.03% +6 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,590 $269K 0.01% -29,667 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,584 $268K 0.01% -58 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,583 $268K 0.03% +277 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,582 $268K 0.02% -86 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,586 $267K 0.05% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,576 $267K 0.01% -75 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,572 $266K 0.18% -2,622 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,571 $266K <0.01% +18 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,553 $263K <0.01% -348 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,550 $262K 0.07% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,549 $262K 0.02% new 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,603 $261K 0.04% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,541 $261K 0.06% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,414 $260K 0.15% +4 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,536 $260K 0.04% -544 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,531 $259K 0.23% -36 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,527 $258K <0.01% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,345 $258K 0.01% -186 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,505 $255K 0.01% +96 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,505 $254K 0.1% -235 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,504 $254K 0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,501 $254K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,500 $254K 0.06% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,500 $254K 0.02% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,499 $253K 0.04% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,495 $253K 0.06% +30 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,494 $253K 0.03% -49 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,494 $253K 0.14% -1,336 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,487 $252K 0.04% -1,729 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,486 $251K 0.02% -159 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,486 $251K 0.05% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,485 $251K 0.02% -411 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,484 $251K 0.03% -95 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,483 $251K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,483 $251K 0.01% +17 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,113 $251K 0.02% -88 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,479 $250K 0.01% -142 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,473 $249K <0.01% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,471 $249K 0.21% +79 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,453 $246K 0.03% -225 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,451 $245K 0.05% new 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,446 $245K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,445 $244K <0.01% -529 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,440 $243K 0.01% +1 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,432 $242K 0.06% -2,393 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,420 $240K 0.01% -50 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,415 $239K 0.13% +91 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,410 $238K 0.01% new 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,408 $238K 0.01% +100 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,405 $238K 0.05% +172 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,398 $237K <0.01% -278 13F-HR Timeline