Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,604 $2.19M 0.03% +7,205 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 9,538 $2.17M 0.69% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 9,499 $2.16M 0.03% +1,726 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,380 $2.14M 0.36% -66 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 9,368 $2.13M 0.08% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 9,359 $2.13M 0.16% -15,463 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 9,330 $2.12M 0.05% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,226 $2.1M 0.03% +2,799 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,205 $2.1M 0.3% new 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 9,139 $2.08M 2.25% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 8,928 $2.03M 0.56% +89 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,898 $2.03M 0.08% -1,388 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 8,793 $2M 0.53% +1,786 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,740 $1.99M 0.01% -59 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 8,600 $1.96M 1.55% +1,135 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 8,543 $1.95M 0.01% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 8,513 $1.94M 0.04% +436 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,511 $1.94M 0.04% +6,436 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,476 $1.93M 0.04% -295 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,832 $1.93M 0.16% -11 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 8,416 $1.92M 0.27% +104 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,376 $1.91M 0.07% +217 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 8,207 $1.87M 0.01% new 13F-HR Timeline Group Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 8,206 $1.87M 1.1% +40 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 8,180 $1.86M 0.37% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,024 $1.83M 0.01% +2,116 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 8,039 $1.83M <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,000 $1.82M 0.01% -1,945 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 7,894 $1.8M 0.01% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,735 $1.76M 0.38% -205 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 7,716 $1.76M 0.01% +4,982 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,697 $1.75M 0.2% -231 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,695 $1.75M 0.01% -1,994 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,677 $1.75M 0.31% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,650 $1.74M 0.08% -10 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 7,634 $1.74M 0.02% -151 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,607 $1.73M 0.01% -366 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,568 $1.72M 0.02% +172 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,537 $1.72M 0.14% -2,073 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,438 $1.69M 0.01% -1,431 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 7,336 $1.67M 0.08% -186 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,254 $1.65M 0.02% -238 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,204 $1.64M 0.02% -633 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 7,073 $1.61M 0.39% +24 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,050 $1.61M <0.01% +2,596 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 7,050 $1.61M 0.25% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 7,041 $1.6M 0.67% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,989 $1.59M 0.03% -1,006 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,962 $1.59M 0.01% -375 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 6,957 $1.58M 0.22% +42 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,861 $1.57M 0.16% +1,319 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,802 $1.55M 0.25% +51 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,799 $1.55M 0.1% +1,200 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,686 $1.52M 0.07% -160 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 6,656 $1.52M 0.13% +920 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 6,703 $1.51M 0.03% -3,097 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,648 $1.51M 0.06% +29 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,636 $1.51M 0.01% +159 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 7,018 $1.5M 0.04% +5,967 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,528 $1.49M 0.25% -1 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 6,310 $1.44M 0.12% +1,323 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,285 $1.43M 0.07% -76 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,281 $1.43M 0.05% -28 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,251 $1.42M 0.05% +3,439 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 6,104 $1.39M 0.86% +56 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 6,028 $1.37M 0.01% -33,707 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,987 $1.37M 0.06% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,000 $1.37M 0.23% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,969 $1.36M 0.04% +165 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,958 $1.36M 0.57% -46 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,940 $1.35M <0.01% +1,121 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,919 $1.35M 0.02% +4,105 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,914 $1.35M 0.09% +16 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,816 $1.32M 0.07% +350 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,776 $1.32M 0.11% +523 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 5,775 $1.32M 0.03% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,755 $1.31M 0.04% -1,122 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,751 $1.31M 0.24% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,703 $1.3M 0.25% +153 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,677 $1.29M 0.01% -1,006 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 5,673 $1.29M 0.06% +852 13F-HR Timeline Group Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 5,600 $1.28M 0.55% -435 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,531 $1.26M 0.12% -3,205 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,449 $1.24M 0.05% +549 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,423 $1.24M 0.27% -105 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,394 $1.23M 0.14% -693 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,378 $1.22M 0.02% -62 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,378 $1.22M 0.08% +126 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,346 $1.22M 0.08% -275 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,314 $1.21M <0.01% -355 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 5,315 $1.21M +3 Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,299 $1.21M 0.42% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,296 $1.21M 0.06% -26 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 5,274 $1.2M 0.48% +274 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,187 $1.18M 0.04% -93 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,087 $1.16M 0.02% -24 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,059 $1.15M 0.03% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 5,055 $1.15M 0.65% +91 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,047 $1.15M 0.13% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,039 $1.15M 0.12% -2,783 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,029 $1.14M 0.1% +3,062 13F-HR/A Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,982 $1.13M 0.33% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,971 $1.13M 0.04% +372 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,959 $1.13M 0.05% -179 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,941 $1.13M 0.01% +7 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 4,894 $1.11M 0.09% new 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 4,880 $1.11M 0.41% -2,775 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,863 $1.11M 0.01% +82 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,826 $1.1M 0.03% +4,077 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,814 $1.1M 0.03% +754 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,851 $1.1M 0.07% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,804 $1.09M 0.02% +20 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,787 $1.09M 0.04% -825 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,771 $1.09M 0.08% +303 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,752 $1.08M 0.09% +83 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,730 $1.08M 0.01% -393 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,721 $1.08M 0.37% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,682 $1.07M 0.01% -540 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,658 $1.06M 0.05% -297 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,617 $1.05M 0.04% -1,129 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 4,612 $1.05M 0.01% +661 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,561 $1.04M 0.01% +3,227 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 4,522 $1.03M 0.12% -943 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,500 $1.02M 0.25% +300 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,497 $1.02M 0.02% +971 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,490 $1.02M 0.01% -316 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,442 $1.01M <0.01% +507 13F-HR Timeline Group TLWM More: the full row for TLWM 4,416 $1.01M 0.18% +287 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,390 $1000K 0.1% +175 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,387 $999K 0.02% +279 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,386 $999K <0.01% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 4,379 $997K +269 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,351 $991K 0.01% -301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,351 $991K 0.05% +92 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,343 $989K 0.02% +2,359 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,342 $989K 0.23% -835 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,278 $974K 0.32% +2,791 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 4,197 $956K <0.01% +1,315 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,186 $953K 0.58% -25 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,181 $952K 0.08% -993 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,169 $949K 0.02% +15 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,132 $945K 0.01% +128 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,129 $940K 0.17% -2,383 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,118 $938K <0.01% -418 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,112 $936K 0.03% +67 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,099 $933K 0.05% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 4,020 $915K 0.02% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,015 $914K 0.03% +1,484 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,000 $911K 0.01% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,000 $911K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,964 $903K 0.01% +1,369 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,961 $902K 0.02% +436 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,936 $896K 0.02% -271 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,913 $891K 0.06% +27 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,903 $889K 0.23% -122 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,871 $882K 0.01% -3,796 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,861 $879K 0.03% -50 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,826 $876K 0.01% -821 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,842 $875K 0.02% +2,827 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,836 $874K 0.05% +438 13F-HR Timeline STF Management LP More: the full row for STF Management LP 3,820 $870K 0.32% -109 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,842 $869K 0.41% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,770 $859K 0.07% -5,157 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,771 $859K 0.01% -350 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,759 $856K 0.01% +30 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,720 $847K 0.03% 0 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,602 $846K 0.02% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,699 $842K 0.02% +189 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,686 $839K 0.02% +210 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,684 $839K 0.18% -256 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,679 $838K 0.01% -370 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,618 $824K 0.02% -28 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,600 $820K 0.32% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,573 $814K 0.23% +52 13F-HR/A Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,568 $813K 0.04% -287 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,559 $810K 0.01% -20 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,545 $807K 0.47% -168 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,516 $804K 0.08% +1,302 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,810 $802K 0.03% -1,934 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,493 $797K 0.02% +1,306 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,478 $792K 0.07% -190 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,429 $781K 0.01% +1,931 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,421 $779K 0.01% +119 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,420 $779K 0.02% +74 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,405 $775K 0.09% -20 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,402 $775K 0.03% +470 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,399 $774K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,547 $771K 0.02% -20 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,631 $764K 0.01% +32 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,352 $763K 0.14% -5,753 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,284 $748K 0.01% +1,230 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,281 $747K 0.35% -35 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,242 $738K 0.06% -68 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,357 $737K 0.15% -35 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,203 $729K 0.01% -136 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,188 $726K 0.18% -215 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,163 $720K 0.02% +726 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,158 $719K 0.21% +85 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,136 $714K 0.26% +69 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,130 $713K 0.01% +1 13F-HR Timeline Group